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Guardian Financial Partners’s Apple AAPL Stock Holding History

Guardian Financial Partners’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 		$3.62M Sell
12,496
-989
-7% -$283K 1.41% 22
2026
Q1 		$3.42M Buy
13,485
+20
+0.1% +$5.21K 1.44% 20
2025
Q4 		$3.66M Sell
13,465
-2,089
-13% -$561K 1.54% 20
2025
Q3 		$3.96M Sell
15,554
-972
-6% -$220K 1.67% 18
2025
Q2 		$3.39M Sell
16,526
-620
-4% -$125K 1.52% 19
2025
Q1 		$3.81M Buy
17,146
+2,626
+18% +$608K 1.82% 20
2024
Q4 		$3.64M Buy
14,520
+1,037
+8% +$244K 2.16% 17
2024
Q3 		$3.14M Sell
13,483
-293
-2% -$65.4K 1.96% 17
2024
Q2 		$2.9M Buy
13,776
+145
+1% +$27K 1.92% 17
2024
Q1 		$2.34M Sell
13,631
-362
-3% -$65.8K 1.6% 18
2023
Q4 		$2.69M Buy
13,993
+1,417
+11% +$262K 2.21% 16
2023
Q3 		$2.15M Buy
12,576
+8
+0.1% +$1.47K 2.02% 18
2023
Q2 		$2.44M Sell
12,568
-194
-2% -$33.8K 7.09% 6
2023
Q1 		$2.1M Sell
12,762
-132
-1% -$19.5K 2.12% 12
2022
Q4 		$1.68M Buy
12,894
+148
+1% +$21.2K 1.78% 13
2022
Q3 		$1.76M Buy
12,746
+132
+1% +$20.7K 2.04% 12
2022
Q2 		$1.73M Sell
12,614
-2,172
-15% -$329K 1.93% 10
2022
Q1 		$2.39M Buy
14,786
+1,087
+8% +$183K 2.46% 7
2021
Q4 		$2.43M Buy
+13,699
New +$2.16M 2.32% 6

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Guardian Financial Partners's AAPL Position: Q2 2026 in Review

Guardian Financial Partners reduced its Apple (AAPL) stake by 7.3% in Q2 2026, selling an estimated $283K and leaving 12,496 shares worth $3.62M. The position accounts for 1.41% of the portfolio, ranked #22.

Guardian Financial Partners first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.96M in Q3 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Guardian Financial Partners held 12,496 shares of Apple worth $3.62M as of Q2 2026.
  • Guardian Financial Partners sold 989 Apple shares in Q2 2026, an estimated $283K.
  • Apple made up 1.41% of Guardian Financial Partners's portfolio in Q2 2026, its #22 holding.
  • Guardian Financial Partners first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Guardian Financial Partners's Apple position peaked at $3.96M in Q3 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.