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Golden State Equity Partners’s Apple AAPL Stock Holding History

Golden State Equity Partners’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 		$62.8M Buy
247,516
+141,635
+134% +$36.9M 4.75% 2
2025
Q4 		$28.8M Buy
105,881
+3,618
+4% +$971K 4.64% 2
2025
Q3 		$26M Sell
102,263
-648
-0.6% -$146K 4.39% 2
2025
Q2 		$21.1M Buy
102,911
+1,364
+1% +$275K 3.91% 2
2025
Q1 		$22.6M Sell
101,547
-15,394
-13% -$3.57M 4.46% 1
2024
Q4 		$29.3M Buy
116,941
+108,153
+1,231% +$25.5M 5.6% 1
2024
Q3 		$2.05M Sell
8,788
-104,645
-92% -$23.4M 1.08% 16
2024
Q2 		$23.9M Buy
+113,433
New +$21.2M 4.98% 2
2023
Q4 		$23.3M Buy
120,876
+2,136
+2% +$394K 5.65% 1
2023
Q3 		$20.3M Sell
118,740
-356
-0.3% -$65.3K 5.67% 1
2023
Q2 		$23.1M Buy
119,096
+83,284
+233% +$14.5M 6.5% 1
2023
Q1 		$5.91M Buy
+35,812
New +$5.28M 3.2% 2
2022
Q1 		$7.99M Sell
45,761
-248
-0.5% -$41.7K 4.02% 2
2021
Q4 		$8.17M Sell
46,009
-33,461
-42% -$5.29M 4.13% 4
2021
Q3 		$11.2M Sell
79,470
-35,391
-31% -$5.21M 4.58% 1
2021
Q2 		$15.7M Buy
114,861
+14,955
+15% +$1.94M 6.07% 1
2021
Q1 		$12.2M Buy
99,906
+32,110
+47% +$4.12M 6.97% 1
2020
Q4 		$8.99M Buy
+67,796
New +$8.15M 6.19% 1

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

Golden State Equity Partners's AAPL Position: Q1 2026 in Review

Golden State Equity Partners increased its Apple (AAPL) stake by 134% in Q1 2026, buying an estimated $36.9M and bringing the position to 247,516 shares worth $62.8M. The position accounts for 4.75% of the portfolio, ranked #2.

Golden State Equity Partners first reported a position in AAPL in Q4 2020 and has held it in 18 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Golden State Equity Partners held 247,516 shares of Apple worth $62.8M as of Q1 2026.
  • Golden State Equity Partners bought 141,635 Apple shares in Q1 2026, an estimated $36.9M.
  • Apple made up 4.75% of Golden State Equity Partners's portfolio in Q1 2026, its #2 holding.
  • Golden State Equity Partners first reported a position in Apple in Q4 2020 and has held it in 18 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.