Elwood & Goetz Wealth Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.62M | Buy |
22,873
+652
| +3% | +$186K | 0.98% | 18 |
|
|
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
Elwood & Goetz Wealth Advisory Group's AAPL Position: Q2 2026 in Review
Elwood & Goetz Wealth Advisory Group increased its Apple (AAPL) stake by 2.9% in Q2 2026, buying an estimated $186K and bringing the position to 22,873 shares worth $6.62M. The position accounts for 0.98% of the portfolio, ranked #18.
Elwood & Goetz Wealth Advisory Group first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Elwood & Goetz Wealth Advisory Group held 22,873 shares of Apple worth $6.62M as of Q2 2026.
- Elwood & Goetz Wealth Advisory Group bought 652 Apple shares in Q2 2026, an estimated $186K.
- Apple made up 0.98% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #18 holding.
- Elwood & Goetz Wealth Advisory Group first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.