Iron Gate Global Advisors’s Apple AAPL Stock Holding History

Iron Gate Global Advisors’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
2022 Q4	–	Sell	-4,000	Closed	-$33K	–	99
2022 Q3	$33K	Buy	+4,000	New	+$628K	0.01%	86
2021 Q4	–	Sell	-1,384	Closed	-$173K	–	118
2021 Q3	$173K	Buy	+1,384	New	+$204K	0.05%	109
2020 Q2	–	Sell	-54,400	Closed	-$93K	–	88
2020 Q1	$93K	Buy	+54,400	New	+$4M	0.06%	55
2019 Q1	–	Sell	-96	Closed	-$4K	–	70
2018 Q4	$4K	Sell	96 -84	-47%	-$4.07K	﹤0.01%	70
2018 Q3	$1K	Buy	180 +60	+50%	+$3.13K	﹤0.01%	225
2018 Q2	$5K	Sell	120 -8,680	-99%	-$394K	﹤0.01%	164
2018 Q1	$369K	Sell	8,800 -47,600	-84%	-$2.05M	0.28%	33
2017 Q4	$3K	Buy	+56,400	New	+$2.36M	﹤0.01%	53

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Iron Gate Global Advisors's AAPL Position: Q2 2026 in Review

Iron Gate Global Advisors reduced its Apple (AAPL) stake by 0.87% in Q2 2026, selling an estimated $694K and leaving 277,192 shares worth $80.2M. The position accounts for 7.75% of the portfolio, ranked #5.

Iron Gate Global Advisors first reported a position in AAPL in Q2 2017 and has held it in 36 quarters since. 6,126 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Iron Gate Global Advisors held 277,192 shares of Apple worth $80.2M as of Q2 2026.
Iron Gate Global Advisors sold 2,428 Apple shares in Q2 2026, an estimated $694K.
Apple made up 7.75% of Iron Gate Global Advisors's portfolio in Q2 2026, its #5 holding.
Iron Gate Global Advisors first reported a position in Apple in Q2 2017 and has held it in 36 quarters since.
6,126 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.