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Gross & Hartman Investments’s Apple AAPL Stock Holding History

Gross & Hartman Investments’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 		$1.76M Sell
6,085
-487
-7% -$139K 0.78% 13
2026
Q1 		$1.67M Buy
6,572
+64
+1% +$16.7K 0.87% 13
2025
Q4 		$1.77M Buy
+6,508
New +$1.75M 1.01% 12

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gross & Hartman Investments's AAPL Position: Q2 2026 in Review

Gross & Hartman Investments reduced its Apple (AAPL) stake by 7.4% in Q2 2026, selling an estimated $139K and leaving 6,085 shares worth $1.76M. The position accounts for 0.78% of the portfolio, ranked #13.

Gross & Hartman Investments first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q4 2025. 5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Gross & Hartman Investments held 6,085 shares of Apple worth $1.76M as of Q2 2026.
  • Gross & Hartman Investments sold 487 Apple shares in Q2 2026, an estimated $139K.
  • Apple made up 0.78% of Gross & Hartman Investments's portfolio in Q2 2026, its #13 holding.
  • Gross & Hartman Investments first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Gross & Hartman Investments's Apple position peaked at $1.77M in Q4 2025.
  • 5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.