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Goepper Burkhardt’s Apple AAPL Stock Holding History

Goepper Burkhardt’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 		$9.02M Sell
35,529
-3,189
-8% -$830K 3.01% 11
2025
Q4 		$10.5M Buy
38,718
+136
+0.4% +$36.5K 3.43% 10
2025
Q3 		$9.82M Sell
38,582
-1,247
-3% -$282K 3.35% 11
2025
Q2 		$8.17M Sell
39,829
-725
-2% -$146K 3.01% 12
2025
Q1 		$9.01M Sell
40,554
-26
-0.1% -$6.02K 3.6% 10
2024
Q4 		$10.2M Sell
40,580
-1,749
-4% -$412K 4.13% 6
2024
Q3 		$9.86M Buy
42,329
+2,160
+5% +$482K 4.07% 6
2024
Q2 		$8.46M Sell
40,169
-76
-0.2% -$14.2K 3.83% 6
2024
Q1 		$7.37M Sell
40,245
-940
-2% -$171K 3.43% 8
2023
Q4 		$7.78M Sell
41,185
-1,705
-4% -$315K 3.87% 6
2023
Q3 		$7.34M Sell
42,890
-6
-0% -$1.1K 4.48% 7
2023
Q2 		$8.32M Buy
42,896
+210
+0.5% +$36.6K 5.02% 5
2023
Q1 		$7.04M Buy
42,686
+243
+0.6% +$35.9K 4.61% 7
2022
Q4 		$5.51M Buy
42,443
+4,996
+13% +$714K 3.86% 9
2022
Q3 		$5.17M Buy
37,447
+102
+0.3% +$16K 3.85% 11
2022
Q2 		$5.11M Buy
37,345
+1,267
+4% +$192K 3.6% 12
2022
Q1 		$6.3M Buy
36,078
+840
+2% +$141K 3.82% 9
2021
Q4 		$6.26M Sell
35,238
-179
-0.5% -$28.3K 3.72% 9
2021
Q3 		$5.01M Sell
35,417
-31
-0.1% -$4.56K 3.2% 12
2021
Q2 		$4.86M Buy
35,448
+3,229
+10% +$418K 3.07% 13
2021
Q1 		$3.94M Sell
32,219
-819
-2% -$105K 2.68% 13
2020
Q4 		$4.38M Buy
+33,038
New +$3.97M 3.18% 12

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

Goepper Burkhardt's AAPL Position: Q1 2026 in Review

Goepper Burkhardt reduced its Apple (AAPL) stake by 8.2% in Q1 2026, selling an estimated $830K and leaving 35,529 shares worth $9.02M. The position accounts for 3.01% of the portfolio, ranked #11.

Goepper Burkhardt first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.5M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Goepper Burkhardt held 35,529 shares of Apple worth $9.02M as of Q1 2026.
  • Goepper Burkhardt sold 3,189 Apple shares in Q1 2026, an estimated $830K.
  • Apple made up 3.01% of Goepper Burkhardt's portfolio in Q1 2026, its #11 holding.
  • Goepper Burkhardt first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Goepper Burkhardt's Apple position peaked at $10.5M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.