Stephen J. Garry & Associates’s Apple AAPL Stock Holding History

Stephen J. Garry & Associates’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	$1.42M	Sell	4,922 -199	-4%	-$56.9K	1.04%	19
2026 Q1	$1.3M	Sell	5,121 -243	-5%	-$63.2K	1.05%	18
2025 Q4	$1.46M	Buy	5,364 +2	+0%	+$537	1.16%	16
2025 Q3	$1.37M	Buy	5,362 +429	+9%	+$96.9K	1.09%	18
2025 Q2	$1.01M	Sell	4,933 -72	-1%	-$14.5K	0.87%	18
2025 Q1	$1.11M	Buy	5,005 +3	+0.1%	+$695	1.04%	17
2024 Q4	$1.25M	Sell	5,002 -1,098	-18%	-$259K	1.16%	17
2024 Q3	$1.42M	Buy	6,100 +203	+3%	+$45.3K	1.35%	16
2024 Q2	$1.24M	Buy	5,897 +2	+0%	+$373	1.26%	16
2024 Q1	$1.01M	Buy	5,895 +5	+0.1%	+$909	1.05%	18
2023 Q4	$1.13M	Buy	+5,890	New	+$1.09M	1.26%	16

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Stephen J. Garry & Associates's AAPL Position: Q2 2026 in Review

Stephen J. Garry & Associates reduced its Apple (AAPL) stake by 3.9% in Q2 2026, selling an estimated $56.9K and leaving 4,922 shares worth $1.42M. The position accounts for 1.04% of the portfolio, ranked #19.

Stephen J. Garry & Associates first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q4 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Stephen J. Garry & Associates held 4,922 shares of Apple worth $1.42M as of Q2 2026.
Stephen J. Garry & Associates sold 199 Apple shares in Q2 2026, an estimated $56.9K.
Apple made up 1.04% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #19 holding.
Stephen J. Garry & Associates first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Stephen J. Garry & Associates's Apple position peaked at $1.46M in Q4 2025.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.