Golden Road Advisors’s Apple AAPL Stock Holding History

Golden Road Advisors’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	$3.62M	Buy	12,515 +2,018	+19%	+$577K	1.76%	8
2026 Q1	$2.66M	Sell	10,497 -2,331	-18%	-$607K	1.53%	9
2025 Q4	$3.49M	Sell	12,828 -1,909	-13%	-$512K	1.99%	8
2025 Q3	$3.75M	Buy	14,737 +6,325	+75%	+$1.43M	2.17%	8
2025 Q2	$1.73M	Sell	8,412 -1,582	-16%	-$319K	1.15%	10
2025 Q1	$2.22M	Buy	9,994 +1,825	+22%	+$423K	1.73%	8
2024 Q4	$2.05M	Buy	8,169 +16	+0.2%	+$3.77K	1.55%	8
2024 Q3	$1.9M	Sell	8,153 -181	-2%	-$40.4K	1.49%	9
2024 Q2	$1.91M	Buy	8,334 +385	+5%	+$71.8K	1.57%	9
2024 Q1	$1.36M	Sell	7,949 -233	-3%	-$42.4K	1.13%	11
2023 Q4	$1.58M	Buy	+8,182	New	+$1.51M	1.51%	9

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Golden Road Advisors's AAPL Position: Q2 2026 in Review

Golden Road Advisors increased its Apple (AAPL) stake by 19% in Q2 2026, buying an estimated $577K and bringing the position to 12,515 shares worth $3.62M. The position accounts for 1.76% of the portfolio, ranked #8.

Golden Road Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.75M in Q3 2025. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Golden Road Advisors held 12,515 shares of Apple worth $3.62M as of Q2 2026.
Golden Road Advisors bought 2,018 Apple shares in Q2 2026, an estimated $577K.
Apple made up 1.76% of Golden Road Advisors's portfolio in Q2 2026, its #8 holding.
Golden Road Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Golden Road Advisors's Apple position peaked at $3.75M in Q3 2025.
6,080 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.