Stephen J. Garry & Associates
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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
Q3 		$1.51M Sell
4,548
-374
-8% -$120K 1.23% 17
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Stephen J. Garry & Associates's AAPL Position: Q3 2026 in Review

Stephen J. Garry & Associates reduced its Apple (AAPL) stake by 7.6% in Q3 2026, selling an estimated $120K and leaving 4,548 shares worth $1.51M. The position accounts for 1.23% of the portfolio, ranked #17.

Stephen J. Garry & Associates first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 5,218 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Stephen J. Garry & Associates held 4,548 shares of Apple worth $1.51M as of Q3 2026.
  • Stephen J. Garry & Associates sold 374 Apple shares in Q3 2026, an estimated $120K.
  • Apple made up 1.23% of Stephen J. Garry & Associates's portfolio in Q3 2026, its #17 holding.
  • Stephen J. Garry & Associates first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 5,218 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.