Guardian Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.7M | Sell |
78,541
-384
| -0.5% | -$110K | 14.67% | 1 |
|
|
2026
Q1 | $20M | Buy |
78,925
+77
| +0.1% | +$20K | 15.81% | 1 |
|
|
2025
Q4 | $21.4M | Hold |
78,848
| – | – | 16.71% | 1 |
|
|
2025
Q3 | $20.1M | Buy |
78,848
+230
| +0.3% | +$52K | 17.07% | 1 |
|
|
2025
Q2 | $16.1M | Sell |
78,618
-10,122
| -11% | -$2.04M | 16.23% | 1 |
|
|
2025
Q1 | $19.7M | Sell |
88,740
-7,129
| -7% | -$1.65M | 16.59% | 1 |
|
|
2024
Q4 | $24M | Sell |
95,869
-2,860
| -3% | -$674K | 17.13% | 1 |
|
|
2024
Q3 | $23M | Buy |
98,729
+6,647
| +7% | +$1.48M | 19.81% | 1 |
|
|
2024
Q2 | $19.4M | Sell |
92,082
-9,271
| -9% | -$1.73M | 13.88% | 1 |
|
|
2024
Q1 | $17.4M | Sell |
101,353
-16,354
| -14% | -$2.97M | 13.98% | 1 |
|
|
2023
Q4 | $22.7M | Sell |
117,707
-385
| -0.3% | -$71.1K | 19.09% | 1 |
|
|
2023
Q3 | $20.2M | Sell |
118,092
-50
| -0% | -$9.17K | 18.37% | 1 |
|
|
2023
Q2 | $22.9M | Sell |
118,142
-13,699
| -10% | -$2.39M | 19.5% | 1 |
|
|
2023
Q1 | $15.4M | Buy |
131,841
+13,373
| +11% | +$1.97M | 11.54% | 1 |
|
|
2022
Q4 | $15.4M | Sell |
118,468
-65
| -0.1% | -$9.29K | 14.54% | 1 |
|
|
2022
Q3 | $16.4M | Sell |
118,533
-1,260
| -1% | -$198K | 16.6% | 1 |
|
|
2022
Q2 | $16.4M | Buy |
119,793
+27,482
| +30% | +$4.16M | 14.25% | 1 |
|
|
2022
Q1 | $16.1M | Sell |
92,311
-23,482
| -20% | -$3.95M | 12.48% | 1 |
|
|
2021
Q4 | $20.6M | Buy |
115,793
+362
| +0.3% | +$57.2K | 14.3% | 1 |
|
|
2021
Q3 | $16.3M | Buy |
115,431
+102,090
| +765% | +$15M | 12.05% | 1 |
|
|
2021
Q2 | $18M | Sell |
13,341
-18,500
| -58% | -$2.4M | 12.3% | 1 |
|
|
2021
Q1 | $16.1M | Sell |
31,841
-100,000
| -76% | -$12.8M | 11.44% | 1 |
|
|
2020
Q4 | $17.5M | Buy |
131,841
+39,530
| +43% | +$4.75M | 13.27% | 1 |
|
|
2020
Q3 | $10.7M | Sell |
92,311
-40,449
| -30% | -$4.41M | 9.32% | 1 |
|
|
2020
Q2 | $12.1M | Sell |
132,760
-2,000
| -1% | -$155K | 10.97% | 1 |
|
|
2020
Q1 | $8.57M | Sell |
134,760
-1,400
| -1% | -$103K | 8.78% | 1 |
|
|
2019
Q4 | $9.99M | Hold |
136,160
| – | – | 7.94% | 1 |
|
|
2019
Q3 | $7.62M | Buy |
136,160
+3,508
| +3% | +$183K | 6.77% | 1 |
|
|
2019
Q2 | $6.56M | Sell |
132,652
-1,936
| -1% | -$94.3K | 5.71% | 1 |
|
|
2019
Q1 | $6.39M | Sell |
134,588
-5,200
| -4% | -$221K | 5.53% | 1 |
|
|
2018
Q4 | $5.51M | Buy |
139,788
+5,060
| +4% | +$245K | 5.09% | 2 |
|
|
2018
Q3 | $7.6M | Sell |
134,728
-1,400
| -1% | -$72.9K | 6.69% | 1 |
|
|
2018
Q2 | $6.21M | Buy |
136,128
+11,200
| +9% | +$508K | 5.93% | 1 |
|
|
2018
Q1 | $5.24M | Sell |
124,928
-740
| -0.6% | -$31.9K | 5.59% | 2 |
|
|
2017
Q4 | $5.32M | Buy |
125,668
+760
| +0.6% | +$31.8K | 5.61% | 1 |
|
|
2017
Q3 | $4.81M | Buy |
124,908
+3,472
| +3% | +$135K | 5.32% | 1 |
|
|
2017
Q2 | $4.5M | Sell |
121,436
-5,072
| -4% | -$188K | 4.97% | 2 |
|
|
2017
Q1 | $4.54M | Sell |
126,508
-20,000
| -14% | -$659K | 4.94% | 2 |
|
|
2016
Q4 | $4.24M | Buy |
146,508
+7,488
| +5% | +$212K | 4.9% | 3 |
|
|
2016
Q3 | $3.32M | Hold |
139,020
| – | – | 3.7% | 8 |
|
|
2016
Q2 | $3.32M | Buy |
139,020
+2,492
| +2% | +$61.9K | 3.7% | 8 |
|
|
2016
Q1 | $3.72M | Sell |
136,528
-6,140
| -4% | -$153K | 4.26% | 5 |
|
|
2015
Q4 | $3.75M | Buy |
142,668
+2,668
| +2% | +$76.2K | 4.03% | 6 |
|
|
2015
Q3 | $4.47M | Buy |
140,000
+80,000
| +133% | +$2.35M | 4.96% | 3 |
|
|
2015
Q2 | $1.9M | Hold |
60,000
| – | – | 2.12% | 15 |
|
|
2015
Q1 | $1.92M | Hold |
60,000
| – | – | 2.13% | 14 |
|
|
2014
Q4 | $1.66M | Buy |
+60,000
| New | +$1.63M | 1.75% | 20 |
|
|
2014
Q3 | – | Sell |
-40,000
| Closed | -$923K | – | 56 |
|
|
2014
Q2 | $923K | Buy |
+40,000
| New | +$851K | 1.01% | 44 |
|
Other funds holding AAPL
Guardian Investment Management's AAPL Position: Q2 2026 in Review
Guardian Investment Management reduced its Apple (AAPL) stake by 0.49% in Q2 2026, selling an estimated $110K and leaving 78,541 shares worth $22.7M. The position accounts for 14.67% of the portfolio, ranked #1.
Guardian Investment Management first reported a position in AAPL in Q2 2014 and has held it in 48 quarters since. The position peaked at $24M in Q4 2024. 2,590 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Guardian Investment Management held 78,541 shares of Apple worth $22.7M as of Q2 2026.
- Guardian Investment Management sold 384 Apple shares in Q2 2026, an estimated $110K.
- Apple made up 14.67% of Guardian Investment Management's portfolio in Q2 2026, its #1 holding.
- Guardian Investment Management first reported a position in Apple in Q2 2014 and has held it in 48 quarters since.
- Guardian Investment Management's Apple position peaked at $24M in Q4 2024.
- 2,590 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.