Goldstein Advisors’s Apple AAPL Stock Holding History

Goldstein 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	$7.91M	Buy	27,333 +4,660	+21%	+$1.33M	0.72%	24
2026 Q1	$5.75M	Buy	22,673 +780	+4%	+$203K	0.64%	26
2025 Q4	$5.95M	Buy	21,893 +399	+2%	+$107K	0.68%	26
2025 Q3	$5.47M	Sell	21,494 -145	-0.7%	-$32.8K	0.67%	25
2025 Q2	$4.44M	Sell	21,639 -8,211	-28%	-$1.66M	0.6%	27
2025 Q1	$6.63M	Sell	29,850 -1,280	-4%	-$297K	0.97%	19
2024 Q4	$7.8M	Sell	31,130 -471	-1%	-$111K	1.13%	18
2024 Q3	$7.36M	Buy	31,601 +606	+2%	+$135K	1.12%	16
2024 Q2	$6.53M	Buy	30,995 +27	+0.1%	+$5.04K	1.09%	20
2024 Q1	$5.31M	Sell	30,968 -1,142	-4%	-$208K	0.91%	20
2023 Q4	$6.18M	Buy	32,110 +248	+0.8%	+$45.8K	1.04%	20
2023 Q3	$5.46M	Sell	31,862 -464	-1%	-$85.1K	1.14%	21
2023 Q2	$6.27M	Buy	32,326 +19	+0.1%	+$3.31K	1.31%	19
2023 Q1	$5.33M	Buy	32,307 +237	+0.7%	+$35K	1.17%	22
2022 Q4	$4.17M	Buy	+32,070	New	+$4.58M	1.01%	21

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

Goldstein Advisors's AAPL Position: Q2 2026 in Review

Goldstein Advisors increased its Apple (AAPL) stake by 21% in Q2 2026, buying an estimated $1.33M and bringing the position to 27,333 shares worth $7.91M. The position accounts for 0.72% of the portfolio, ranked #24.

Goldstein Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Goldstein Advisors held 27,333 shares of Apple worth $7.91M as of Q2 2026.
Goldstein Advisors bought 4,660 Apple shares in Q2 2026, an estimated $1.33M.
Apple made up 0.72% of Goldstein Advisors's portfolio in Q2 2026, its #24 holding.
Goldstein Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.