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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
2020
Q3 		– Sell
-8
Closed -$18K – 425
2020
Q2 		$18K Buy
+8
New +$620 0.01% 189

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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. 4,143 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.
  • 4,143 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.