GoalVest Advisory
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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
Q3 		$4.92M Buy
108,912
+95,335
+702% +$30.6M 0.85% 17
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

GoalVest Advisory's AAPL Position: Q3 2026 in Review

GoalVest Advisory increased its Apple (AAPL) stake by 702% in Q3 2026, buying an estimated $30.6M and bringing the position to 108,912 shares worth $4.92M. The position accounts for 0.85% of the portfolio, ranked #17.

GoalVest Advisory first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • GoalVest Advisory held 108,912 shares of Apple worth $4.92M as of Q3 2026.
  • GoalVest Advisory bought 95,335 Apple shares in Q3 2026, an estimated $30.6M.
  • Apple made up 0.85% of GoalVest Advisory's portfolio in Q3 2026, its #17 holding.
  • GoalVest Advisory first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.