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Greystone Financial Group’s Apple AAPL Stock Holding History

Greystone Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Sell
37,764
-1,931
-5% -$552K 3.05% 7
2026
Q1 		$10.1M Sell
39,695
-42,178
-52% -$11M 2.85% 7
2025
Q4 		$22.3M Sell
81,873
-3,526
-4% -$947K 3.47% 5
2025
Q3 		$21.7M Buy
85,399
+2,857
+3% +$645K 3.37% 5
2025
Q2 		$16.9M Buy
82,542
+63
+0.1% +$12.7K 2.79% 8
2025
Q1 		$18.3M Sell
82,479
-1,122
-1% -$260K 3.33% 5
2024
Q4 		$20.9M Buy
83,601
+954
+1% +$225K 3.64% 6
2024
Q3 		$19.3M Buy
82,647
+830
+1% +$185K 3.44% 6
2024
Q2 		$17.2M Sell
81,817
-1,467
-2% -$274K 3.37% 5
2024
Q1 		$14.3M Buy
83,284
+6,443
+8% +$1.17M 2.85% 5
2023
Q4 		$14.8M Sell
76,841
-1,647
-2% -$304K 3.42% 5
2023
Q3 		$13.4M Buy
78,488
+3,648
+5% +$669K 3.35% 5
2023
Q2 		$14.5M Sell
74,840
-9,080
-11% -$1.58M 3.36% 5
2023
Q1 		$13.8M Buy
83,920
+17,211
+26% +$2.54M 3.49% 5
2022
Q4 		$8.67M Buy
66,709
+394
+0.6% +$56.3K 2.55% 12
2022
Q3 		$9.16M Sell
66,315
-6,393
-9% -$1M 3.11% 5
2022
Q2 		$9.94M Buy
72,708
+2,010
+3% +$304K 3.1% 2
2022
Q1 		$12.3M Buy
70,698
+1,254
+2% +$211K 3.12% 5
2021
Q4 		$12.3M Buy
69,444
+10,276
+17% +$1.62M 2.95% 5
2021
Q3 		$8.37M Sell
59,168
-19,333
-25% -$2.85M 2.49% 8
2021
Q2 		$10.8M Buy
78,501
+1,081
+1% +$140K 2.67% 4
2021
Q1 		$9.75M Sell
77,420
-13,543
-15% -$1.74M 2.45% 4
2020
Q4 		$12.5M Buy
+90,963
New +$10.9M 3.39% 4

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Greystone Financial Group's AAPL Position: Q2 2026 in Review

Greystone Financial Group reduced its Apple (AAPL) stake by 4.9% in Q2 2026, selling an estimated $552K and leaving 37,764 shares worth $10.9M. The position accounts for 3.05% of the portfolio, ranked #7.

Greystone Financial Group first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.3M in Q4 2025. 3,184 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Greystone Financial Group held 37,764 shares of Apple worth $10.9M as of Q2 2026.
  • Greystone Financial Group sold 1,931 Apple shares in Q2 2026, an estimated $552K.
  • Apple made up 3.05% of Greystone Financial Group's portfolio in Q2 2026, its #7 holding.
  • Greystone Financial Group first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Greystone Financial Group's Apple position peaked at $22.3M in Q4 2025.
  • 3,184 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.