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GoalVest Advisory’s Apple AAPL Stock Holding History

GoalVest Advisory’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
Q2 		$3.93M Sell
13,577
-2,529
-16% -$723K 0.73% 20
2026
Q1 		$4.09M Buy
16,106
+2,620
+19% +$682K 0.8% 20
2025
Q4 		$3.67M Buy
13,486
+2,618
+24% +$703K 0.7% 21
2025
Q3 		$2.77M Sell
10,868
-2,351
-18% -$531K 0.59% 26
2025
Q2 		$2.71M Buy
13,219
+908
+7% +$183K 0.67% 24
2025
Q1 		$2.73M Buy
12,311
+949
+8% +$220K 0.75% 23
2024
Q4 		$2.85M Sell
11,362
-147
-1% -$34.6K 0.78% 21
2024
Q3 		$2.68M Buy
11,509
+1,129
+11% +$252K 0.77% 17
2024
Q2 		$2.19M Sell
10,380
-455
-4% -$84.9K 0.7% 19
2024
Q1 		$1.86M Buy
10,835
+3,757
+53% +$683K 0.62% 22
2023
Q4 		$1.36M Buy
7,078
+494
+8% +$91.2K 0.6% 17
2023
Q3 		$1.13M Sell
6,584
-85
-1% -$15.6K 0.56% 24
2023
Q2 		$1.29M Buy
6,669
+1,318
+25% +$230K 0.67% 15
2023
Q1 		$882K Sell
5,351
-176
-3% -$26K 0.52% 53
2022
Q4 		$718K Sell
5,527
-161
-3% -$23K 0.46% 53
2022
Q3 		$786K Sell
5,688
-991
-15% -$156K 0.55% 52
2022
Q2 		$945K Sell
6,679
-11,352
-63% -$1.72M 0.6% 48
2022
Q1 		$3.15M Buy
+18,031
New +$3.03M 1.78% 12
2021
Q2 		$2.53M Buy
18,442
+481
+3% +$62.3K 1.57% 15
2021
Q1 		$2.19M Buy
17,961
+4,927
+38% +$632K 1.64% 15
2020
Q4 		$1.73M Buy
+13,034
New +$1.57M 1.45% 18

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

GoalVest Advisory's AAPL Position: Q2 2026 in Review

GoalVest Advisory reduced its Apple (AAPL) stake by 16% in Q2 2026, selling an estimated $723K and leaving 13,577 shares worth $3.93M. The position accounts for 0.73% of the portfolio, ranked #20.

GoalVest Advisory first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.09M in Q1 2026. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • GoalVest Advisory held 13,577 shares of Apple worth $3.93M as of Q2 2026.
  • GoalVest Advisory sold 2,529 Apple shares in Q2 2026, an estimated $723K.
  • Apple made up 0.73% of GoalVest Advisory's portfolio in Q2 2026, its #20 holding.
  • GoalVest Advisory first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Apple position peaked at $4.09M in Q1 2026.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.