GW
AAPL icon

Griffith & Werner’s Apple AAPL Stock Holding History

Griffith & Werner’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 		$8.82M Buy
30,498
+2,069
+7% +$592K 4.14% 4
2026
Q1 		$7.22M Buy
28,429
+1,587
+6% +$413K 3.58% 5
2025
Q4 		$7.3M Sell
26,842
-248
-0.9% -$66.6K 3.72% 3
2025
Q3 		$7.3M Buy
+27,090
New +$6.12M 3.78% 3
2025
Q1 		$5.99M Buy
26,975
+2,390
+10% +$554K 3.73% 6
2024
Q4 		$6.16M Buy
+24,585
New +$5.79M 4.06% 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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Griffith & Werner's AAPL Position: Q2 2026 in Review

Griffith & Werner increased its Apple (AAPL) stake by 7.3% in Q2 2026, buying an estimated $592K and bringing the position to 30,498 shares worth $8.82M. The position accounts for 4.14% of the portfolio, ranked #4.

Griffith & Werner first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Griffith & Werner held 30,498 shares of Apple worth $8.82M as of Q2 2026.
  • Griffith & Werner bought 2,069 Apple shares in Q2 2026, an estimated $592K.
  • Apple made up 4.14% of Griffith & Werner's portfolio in Q2 2026, its #4 holding.
  • Griffith & Werner first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.