Guardian Asset Advisors’s Apple AAPL Stock Holding History

Guardian Asset Advisors’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	$25.4M	Buy	87,904 +2,311	+3%	+$661K	11.73%	1
2026 Q1	$21.7M	Sell	85,593 -680	-0.8%	-$177K	12.7%	1
2025 Q4	$23.5M	Buy	86,273 +7	+0%	+$1.88K	12.2%	1
2025 Q3	$22M	Sell	86,266 -3,799	-4%	-$858K	11.82%	1
2025 Q2	$18.5M	Sell	90,065 -814	-0.9%	-$164K	10.61%	1
2025 Q1	$20.2M	Buy	90,879 +108	+0.1%	+$25K	13.17%	1
2024 Q4	$22.7M	Sell	90,771 -891	-1%	-$210K	14.58%	1
2024 Q3	$21.4M	Sell	91,662 -471	-0.5%	-$105K	14.51%	1
2024 Q2	$19.4M	Buy	92,133 +732	+0.8%	+$137K	14.25%	1
2024 Q1	$15.7M	Sell	91,401 -1,455	-2%	-$265K	13%	1
2023 Q4	$17.9M	Buy	+92,856	New	+$17.1M	16.77%	1

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Guardian Asset Advisors's AAPL Position: Q2 2026 in Review

Guardian Asset Advisors increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $661K and bringing the position to 87,904 shares worth $25.4M. The position accounts for 11.73% of the portfolio, ranked #1.

Guardian Asset Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,243 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Guardian Asset Advisors held 87,904 shares of Apple worth $25.4M as of Q2 2026.
Guardian Asset Advisors bought 2,311 Apple shares in Q2 2026, an estimated $661K.
Apple made up 11.73% of Guardian Asset Advisors's portfolio in Q2 2026, its #1 holding.
Guardian Asset Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
2,243 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.