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	$9.54K	Buy	+500	New	+$143K	﹤0.01%	243

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

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.