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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
Q2 		$925K Sell
3,198
-20
-0.6% -$5.72K 0.46% 19
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 $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 Wealth Advisors (Minnesota)'s AAPL Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its Apple (AAPL) stake by 0.62% in Q2 2026, selling an estimated $5.72K and leaving 3,198 shares worth $925K. The position accounts for 0.46% of the portfolio, ranked #19.

Guardian Wealth Advisors (Minnesota) first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $961K in Q4 2025. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 3,198 shares of Apple worth $925K as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) sold 20 Apple shares in Q2 2026, an estimated $5.72K.
  • Apple made up 0.46% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #19 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s Apple position peaked at $961K in Q4 2025.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.