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Guardian Wealth Management (Illinois)’s Apple AAPL Stock Holding History

Guardian Wealth Management (Illinois)’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 		$1.4M Sell
4,853
-83
-2% -$23.7K 0.69% 45
2026
Q1 		$1.25M Buy
4,936
+8
+0.2% +$2.08K 0.68% 45
2025
Q4 		$1.34M Sell
4,928
-190
-4% -$51K 0.79% 42
2025
Q3 		$1.3M Buy
5,118
+4
+0.1% +$904 0.77% 43
2025
Q2 		$1.05M Sell
5,114
-40
-0.8% -$8.08K 0.7% 43
2025
Q1 		$1.15M Sell
5,154
-83
-2% -$19.2K 0.76% 45
2024
Q4 		$1.31M Buy
5,237
+5
+0.1% +$1.18K 0.89% 40
2024
Q3 		$1.22M Sell
5,232
-100
-2% -$22.3K 0.86% 40
2024
Q2 		$1.12M Sell
5,332
-24
-0.4% -$4.48K 0.86% 39
2024
Q1 		$918K Sell
5,356
-19
-0.4% -$3.46K 0.71% 42
2023
Q4 		$1.03M Sell
5,375
-437
-8% -$80.7K 0.87% 43
2023
Q3 		$995K Buy
5,812
+23
+0.4% +$4.22K 0.93% 41
2023
Q2 		$1.12M Buy
5,789
+5
+0.1% +$871 1.03% 41
2023
Q1 		$954K Buy
5,784
+27
+0.5% +$3.98K 0.92% 44
2022
Q4 		$748K Hold
5,757
– – 0.74% 47
2022
Q3 		$796K Buy
5,757
+335
+6% +$52.6K 0.9% 45
2022
Q2 		$741K Buy
5,422
+6
+0.1% +$909 0.8% 50
2022
Q1 		$946K Sell
5,416
-152
-3% -$25.6K 0.94% 45
2021
Q4 		$989K Buy
+5,568
New +$880K 0.95% 46

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s AAPL Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $23.7K and leaving 4,853 shares worth $1.4M. The position accounts for 0.69% of the portfolio, ranked #45.

Guardian Wealth Management (Illinois) first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 4,853 shares of Apple worth $1.4M as of Q2 2026.
  • Guardian Wealth Management (Illinois) sold 83 Apple shares in Q2 2026, an estimated $23.7K.
  • Apple made up 0.69% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #45 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.