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Golden State Wealth Management’s Apple AAPL Stock Holding History

Golden State Wealth Management’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 		$34.8M Sell
120,182
-2,148
-2% -$614K 3.17% 3
2026
Q1 		$31M Sell
122,330
-3,277
-3% -$853K 3.39% 3
2025
Q4 		$34.1M Sell
125,607
-2,445
-2% -$656K 3.61% 3
2025
Q3 		$32.6M Buy
128,052
+101
+0.1% +$22.8K 3.6% 3
2025
Q2 		$26.3M Sell
127,951
-531
-0.4% -$107K 3.19% 3
2025
Q1 		$28.5M Buy
128,482
+4,664
+4% +$1.08M 4.24% 2
2024
Q4 		$31M Buy
+123,818
New +$29.2M 4.65% 2
2022
Q1 		$24.2M Sell
138,869
-16,635
-11% -$2.8M 4.75% 3
2021
Q4 		$27.6M Buy
155,504
+36,019
+30% +$5.69M 4.75% 3
2021
Q3 		$16.9M Sell
119,485
-1,161
-1% -$171K 3.68% 4
2021
Q2 		$16.5M Buy
120,646
+9,968
+9% +$1.29M 3.64% 4
2021
Q1 		$13.5M Sell
110,678
-52,098
-32% -$6.69M 4.46% 3
2020
Q4 		$21.6M Buy
162,776
+13,646
+9% +$1.64M 6.26% 3
2020
Q3 		$17.3M Sell
149,130
-29,922
-17% -$3.26M 5.77% 3
2020
Q2 		$16.3M Buy
179,052
+69,980
+64% +$5.42M 5.24% 3
2020
Q1 		$6.93M Buy
109,072
+79,560
+270% +$5.85M 3.06% 3
2019
Q4 		$2.17M Sell
29,512
-118,856
-80% -$7.65M 0.41% 18
2019
Q3 		$8.31M Sell
148,368
-7,868
-5% -$411K 2.74% 5
2019
Q2 		$7.73M Sell
156,236
-1,836
-1% -$89.5K 2.45% 5
2019
Q1 		$7.51M Buy
+158,072
New +$6.7M 2.51% 5

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Golden State Wealth Management's AAPL Position: Q2 2026 in Review

Golden State Wealth Management reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $614K and leaving 120,182 shares worth $34.8M. The position accounts for 3.17% of the portfolio, ranked #3.

Golden State Wealth Management first reported a position in AAPL in Q1 2019 and has held it in 20 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Golden State Wealth Management held 120,182 shares of Apple worth $34.8M as of Q2 2026.
  • Golden State Wealth Management sold 2,148 Apple shares in Q2 2026, an estimated $614K.
  • Apple made up 3.17% of Golden State Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Golden State Wealth Management first reported a position in Apple in Q1 2019 and has held it in 20 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.