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GWN Securities’s Apple AAPL Stock Holding History

GWN Securities’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 		$13.4M Sell
46,288
-2,507
-5% -$717K 2.24% 3
2026
Q1 		$12.4M Buy
48,795
+667
+1% +$174K 2.37% 2
2025
Q4 		$13.1M Buy
48,128
+2,896
+6% +$777K 2.65% 2
2025
Q3 		$11.5M Sell
45,232
-3,879
-8% -$876K 2.67% 2
2025
Q2 		$10.1M Sell
49,111
-122,301
-71% -$24.7M 1.87% 6
2025
Q1 		$36.7M Buy
171,412
+45,233
+36% +$10.5M 2.07% 5
2024
Q4 		$28.3M Buy
+126,179
New +$29.7M 7.56% 1

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

GWN Securities's AAPL Position: Q2 2026 in Review

GWN Securities reduced its Apple (AAPL) stake by 5.1% in Q2 2026, selling an estimated $717K and leaving 46,288 shares worth $13.4M. The position accounts for 2.24% of the portfolio, ranked #3.

GWN Securities first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.7M in Q1 2025. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • GWN Securities held 46,288 shares of Apple worth $13.4M as of Q2 2026.
  • GWN Securities sold 2,507 Apple shares in Q2 2026, an estimated $717K.
  • Apple made up 2.24% of GWN Securities's portfolio in Q2 2026, its #3 holding.
  • GWN Securities first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's Apple position peaked at $36.7M in Q1 2025.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.