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Guardian Wealth Advisors (Minnesota)’s Apple AAPL Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
Q1 		$817K Sell
3,218
-317
-9% -$82.5K 0.47% 22
2025
Q4 		$961K Sell
3,535
-206
-6% -$55.3K 0.54% 19
2025
Q3 		$953K Buy
3,741
+990
+36% +$224K 0.54% 21
2025
Q2 		$564K Sell
2,751
-840
-23% -$170K 0.33% 36
2025
Q1 		$798K Sell
3,591
-10
-0.3% -$2.32K 0.51% 27
2024
Q4 		$902K Sell
3,601
-123
-3% -$29K 0.58% 21
2024
Q3 		$868K Buy
3,724
+358
+11% +$79.9K 0.54% 25
2024
Q2 		$709K Sell
3,366
-41
-1% -$7.65K 0.46% 30
2024
Q1 		$584K Sell
3,407
-407
-11% -$74K 0.38% 43
2023
Q4 		$734K Buy
3,814
+200
+6% +$36.9K 0.51% 25
2023
Q3 		$619K Sell
3,614
-71
-2% -$13K 0.47% 27
2023
Q2 		$715K Sell
3,685
-246
-6% -$42.9K 0.53% 28
2023
Q1 		$648K Sell
3,931
-35
-0.9% -$5.16K 0.51% 28
2022
Q4 		$515K Sell
3,966
-266
-6% -$38K 0.46% 35
2022
Q3 		$585K Hold
4,232
– – 0.57% 27
2022
Q2 		$579K Sell
4,232
-35
-0.8% -$5.3K 0.53% 28
2022
Q1 		$745K Sell
4,267
-35
-0.8% -$5.89K 0.61% 24
2021
Q4 		$764K Buy
4,302
+1
+0% +$158 0.61% 25
2021
Q3 		$609K Sell
4,301
-300
-7% -$44.2K 0.54% 28
2021
Q2 		$630K Sell
4,601
-25
-0.5% -$3.24K 0.55% 27
2021
Q1 		$565K Sell
4,626
-20
-0.4% -$2.57K 0.52% 34
2020
Q4 		$616K Buy
+4,646
New +$559K 0.61% 27

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s AAPL Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its Apple (AAPL) stake by 9% in Q1 2026, selling an estimated $82.5K and leaving 3,218 shares worth $817K. The position accounts for 0.47% of the portfolio, ranked #22.

Guardian Wealth Advisors (Minnesota) first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $961K in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 3,218 shares of Apple worth $817K as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) sold 317 Apple shares in Q1 2026, an estimated $82.5K.
  • Apple made up 0.47% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #22 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s Apple position peaked at $961K in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.