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Elwood & Goetz Wealth Advisory Group’s Apple AAPL Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
Q1 		$5.64M Buy
22,221
+1,372
+7% +$357K 0.96% 17
2025
Q4 		$5.67M Buy
20,849
+1,055
+5% +$283K 1% 17
2025
Q3 		$5.04M Buy
19,794
+3,441
+21% +$777K 0.97% 16
2025
Q2 		$3.36M Buy
16,353
+1,265
+8% +$255K 0.73% 18
2025
Q1 		$3.35M Buy
15,088
+441
+3% +$102K 0.82% 17
2024
Q4 		$3.67M Sell
14,647
-489
-3% -$115K 0.89% 16
2024
Q3 		$3.53M Buy
15,136
+5,804
+62% +$1.3M 0.87% 18
2024
Q2 		$1.97M Sell
9,332
-1,097
-11% -$205K 0.56% 20
2024
Q1 		$1.79M Sell
10,429
-558
-5% -$101K 0.43% 29
2023
Q4 		$2.12M Buy
10,987
+293
+3% +$54.1K 0.45% 30
2023
Q3 		$1.83M Buy
10,694
+2,615
+32% +$480K 0.42% 30
2023
Q2 		$1.57M Buy
8,079
+466
+6% +$81.2K 0.36% 30
2023
Q1 		$1.26M Buy
7,613
+137
+2% +$20.2K 0.3% 33
2022
Q4 		$971K Sell
7,476
-156
-2% -$22.3K 0.3% 31
2022
Q3 		$1.05M Buy
7,632
+12
+0.2% +$1.88K 0.36% 30
2022
Q2 		$1.04M Sell
7,620
-344
-4% -$52.1K 0.35% 29
2022
Q1 		$1.39M Buy
7,964
+335
+4% +$56.3K 0.43% 23
2021
Q4 		$1.35M Hold
7,629
– – 0.42% 22
2021
Q3 		$1.08M Hold
7,629
– – 0.37% 22
2021
Q2 		$1.04M Sell
7,629
-665
-8% -$86.2K 0.39% 20
2021
Q1 		$1.01M Buy
8,294
+378
+5% +$48.5K 0.42% 19
2020
Q4 		$1.05M Buy
7,916
+1,740
+28% +$209K 0.48% 18
2020
Q3 		$715K Sell
6,176
-800
-11% -$87.3K 0.39% 19
2020
Q2 		$636K Buy
6,976
+400
+6% +$31K 0.39% 17
2020
Q1 		$418K Hold
6,576
– – 0.31% 18
2019
Q4 		$483K Buy
6,576
+64
+1% +$4.12K 0.35% 19
2019
Q3 		$365K Buy
6,512
+196
+3% +$10.2K 0.29% 21
2019
Q2 		$313K Buy
6,316
+112
+2% +$5.46K 0.27% 25
2019
Q1 		$295K Hold
6,204
– – 0.27% 26
2018
Q4 		$245K Buy
+6,204
New +$301K 0.26% 27

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's AAPL Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Apple (AAPL) stake by 6.6% in Q1 2026, buying an estimated $357K and bringing the position to 22,221 shares worth $5.64M. The position accounts for 0.96% of the portfolio, ranked #17.

Elwood & Goetz Wealth Advisory Group first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.67M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 22,221 shares of Apple worth $5.64M as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group bought 1,372 Apple shares in Q1 2026, an estimated $357K.
  • Apple made up 0.96% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #17 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Apple position peaked at $5.67M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.