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Goldstone Financial Group’s Apple AAPL Stock Holding History

Goldstone Financial Group’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 		$17.7M Buy
61,128
+458
+0.8% +$131K 1.62% 18
2026
Q1 		$15.4M Buy
60,670
+12,331
+26% +$3.21M 1.67% 13
2025
Q4 		$13.1M Buy
48,339
+6,237
+15% +$1.67M 1.46% 20
2025
Q3 		$10.7M Buy
42,102
+4,748
+13% +$1.07M 1.27% 25
2025
Q2 		$7.98M Buy
37,354
+7,591
+26% +$1.53M 1.05% 31
2025
Q1 		$6.61M Buy
29,763
+5,977
+25% +$1.38M 1% 31
2024
Q4 		$5.96M Buy
23,786
+1,409
+6% +$332K 0.93% 33
2024
Q3 		$5.21M Buy
22,377
+1,531
+7% +$342K 0.91% 33
2024
Q2 		$4.39M Buy
20,846
+2,486
+14% +$464K 0.88% 32
2024
Q1 		$3.15M Sell
18,360
-171
-0.9% -$31.1K 0.72% 35
2023
Q4 		$3.57M Buy
18,531
+91
+0.5% +$16.8K 0.92% 29
2023
Q3 		$3.16M Buy
18,440
+233
+1% +$42.7K 0.94% 27
2023
Q2 		$3.53M Buy
18,207
+1,822
+11% +$317K 1.04% 25
2023
Q1 		$2.7M Buy
+16,385
New +$2.42M 0.89% 25

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

Goldstone Financial Group's AAPL Position: Q2 2026 in Review

Goldstone Financial Group increased its Apple (AAPL) stake by 0.75% in Q2 2026, buying an estimated $131K and bringing the position to 61,128 shares worth $17.7M. The position accounts for 1.62% of the portfolio, ranked #18.

Goldstone Financial Group first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Goldstone Financial Group held 61,128 shares of Apple worth $17.7M as of Q2 2026.
  • Goldstone Financial Group bought 458 Apple shares in Q2 2026, an estimated $131K.
  • Apple made up 1.62% of Goldstone Financial Group's portfolio in Q2 2026, its #18 holding.
  • Goldstone Financial Group first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.