Skip to main content

Greystone Financial Group, LLC

SEC CIK
0001845302
Latest filing
Jul 28, 2026

AAPL holding history

Apple Inc. in every 13F filed by Greystone Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
37,764
Value
$10.9M
% of portfolio
3.1%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Greystone Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,764$10.9M3.1%−1,931−4.9%ReducedHolders
Q1 202639,695$10.1M2.9%−42,178−51.5%ReducedHolders
Q4 202581,873$22.3M3.5%−3,526−4.1%ReducedHolders
Q3 202585,399$21.7M3.4%+2,857+3.5%AddedHolders
Q2 202582,542$16.9M2.8%+63+0.1%AddedHolders
Q1 202582,479$18.3M3.3%−1,122−1.3%ReducedHolders
Q4 202483,601$20.9M3.6%+954+1.2%AddedHolders
Q3 202482,647$19.3M3.4%+830+1.0%AddedHolders
Q2 202481,817$17.2M3.4%−1,467−1.8%ReducedHolders
Q1 202483,284$14.3M2.9%+6,443+8.4%AddedHolders
Q4 202376,841$14.8M3.4%−1,647−2.1%ReducedHolders
Q3 202378,488$13.4M3.4%+3,648+4.9%AddedHolders
Q2 202374,840$14.5M3.4%−9,080−10.8%ReducedHolders
Q1 202383,920$13.8M3.5%+17,211+25.8%AddedHolders
Q4 202266,709$8.67M2.5%+394+0.6%AddedHolders
Q3 202266,315$9.16M3.1%−6,393−8.8%ReducedHolders
Q2 202272,708$9.94M3.1%+2,010+2.8%AddedHolders
Q1 202270,698$12.3M3.1%+1,254+1.8%AddedHolders
Q4 202169,444$12.3M3.0%+10,276+17.4%AddedHolders
Q3 202159,168$8.37M2.5%−19,333−24.6%ReducedHolders
Q2 202178,501$10.8M2.7%+1,081+1.4%AddedHolders
Q1 202177,420$9.75M2.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.