Glassman Wealth Services / AAPL
Glassman Wealth Services’s Apple Inc Position
Does Glassman Wealth Services own Apple Inc (AAPL)? Not currently — the last reported position was 161.8K shares worth $31M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$31M
Q4 2023
Shares
161.8K
% of Portfolio
+4.41%
Quarters Held
21
position exited
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 161.8K | $31M | +4.41% |
| Q3 2023 | 162.9K | $28M | +4.50% |
| Q2 2023 | 148.8K | $29M | +4.65% |
| Q1 2023 | 148.6K | $25M | +4.26% |
| Q4 2022 | 163.6K | $21M | +3.92% |
| Q3 2022 | 163.3K | $23M | +4.80% |
| Q2 2022 | 164.6K | $29M | +5.24% |
| Q1 2022 | 152.7K | $27M | +5.21% |
| Q4 2021 | 146.4K | $26M | +4.78% |
| Q3 2021 | 154.6K | $22M | +4.61% |
| Q2 2021 | 154.1K | $21M | +4.42% |
| Q1 2021 | 262.3K | $32M | +6.84% |
| Q4 2020 | 263.8K | $35M | +8.08% |
| Q3 2020 | 261.1K | $30M | +8.33% |
| Q2 2020 | 67.5K | $25M | +7.66% |
| Q1 2020 | 65.7K | $17M | +6.45% |
| Q4 2019 | 59.6K | $18M | +6.64% |
| Q3 2019 | 61.9K | $14M | +5.59% |
| Q2 2019 | 62.6K | $12M | +5.01% |
| Q1 2019 | 59.8K | $11M | +4.94% |
| Q4 2018 | 58.1K | $9M | +4.93% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Glassman Wealth Services’s full portfolio or all institutional holders of AAPL.