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Greystone Financial Group, LLC → AAPL

Greystone Financial Group, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$12.1M
Q3 2026
Peak value
$22.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$22.3M
Q1 2026$10.1M
Q2 2026$10.9M
Q3 2026$12.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.1M36.4K——
Q2 2026$10.9M37.8K——
Q1 2026$10.1M39.7K——
Q4 2025$22.3M81.9K——

Other funds holding AAPL

Other Greystone Financial Group, LLC positions

VGES

VANGUARD BD INDEX FDS

$36.7M
VGES

VANGUARD BD INDEX FDS

$29.5M
VGES

VANGUARD BD INDEX FDS

$29.4M
VGES

VANGUARD MALVERN FDS

$28.8M
VGES

VANGUARD WHITEHALL FDS

$22.2M
VGES

VANGUARD BD INDEX FDS

$22M
VGES

VANGUARD BD INDEX FDS

$21.5M
VGES

VANGUARD BD INDEX FDS

$20.9M