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

Guardian Wealth Advisors (North Carolina)’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 		$31.1M Sell
107,643
-64
-0.1% -$18.3K 1.75% 13
2026
Q1 		$27.3M Sell
107,707
-4,535
-4% -$1.18M 1.72% 14
2025
Q4 		$30.5M Buy
112,242
+4,704
+4% +$1.26M 1.9% 13
2025
Q3 		$27.4M Buy
107,538
+484
+0.5% +$109K 1.78% 13
2025
Q2 		$22M Buy
107,054
+9,853
+10% +$1.99M 1.55% 14
2025
Q1 		$21.6M Buy
97,201
+4,129
+4% +$957K 1.73% 11
2024
Q4 		$23.3M Buy
93,072
+7,776
+9% +$1.83M 1.84% 10
2024
Q3 		$19.9M Sell
85,296
-2,884
-3% -$644K 2.11% 10
2024
Q2 		$18.6M Buy
88,180
+1,691
+2% +$315K 2.17% 11
2024
Q1 		$14.8M Sell
86,489
-389
-0.4% -$70.7K 1.81% 11
2023
Q4 		$16.7M Sell
86,878
-1,520
-2% -$281K 2.54% 9
2023
Q3 		$15.1M Sell
88,398
-1,159
-1% -$213K 2.57% 8
2023
Q2 		$17.4M Buy
89,557
+4,170
+5% +$727K 2.98% 7
2023
Q1 		$14.1M Buy
85,387
+322
+0.4% +$47.5K 2.47% 10
2022
Q4 		$11.1M Sell
85,065
-1,711
-2% -$245K 2.12% 11
2022
Q3 		$12M Sell
86,776
-1,003
-1% -$157K 2.24% 10
2022
Q2 		$12M Buy
87,779
+42,816
+95% +$6.48M 2.19% 10
2022
Q1 		$7.85M Buy
44,963
+2,469
+6% +$415K 3.39% 6
2021
Q4 		$7.55M Buy
+42,494
New +$6.72M 3.24% 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 Wealth Advisors (North Carolina)'s AAPL Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Apple (AAPL) stake by 0.06% in Q2 2026, selling an estimated $18.3K and leaving 107,643 shares worth $31.1M. The position accounts for 1.75% of the portfolio, ranked #13.

Guardian Wealth Advisors (North Carolina) first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 107,643 shares of Apple worth $31.1M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 64 Apple shares in Q2 2026, an estimated $18.3K.
  • Apple made up 1.75% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #13 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.