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Goldstream Capital Management’s Apple AAPL Stock Holding History

Goldstream Capital 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
2023
Q4 		– Sell
-170
Closed -$15.6K – 31
2023
Q3 		$15.6K Buy
+170
New +$31.2K 0.01% 52

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

Goldstream Capital Management's AAPL Position: Q2 2026 in Review

Goldstream Capital Management reduced its Apple (AAPL) stake by 82% in Q2 2026, selling an estimated $1.64M and leaving 1,274 shares worth $369K. The position accounts for 0.28% of the portfolio, ranked #43.

Goldstream Capital Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.6M in Q2 2024. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Goldstream Capital Management held 1,274 shares of Apple worth $369K as of Q2 2026.
  • Goldstream Capital Management sold 5,746 Apple shares in Q2 2026, an estimated $1.64M.
  • Apple made up 0.28% of Goldstream Capital Management's portfolio in Q2 2026, its #43 holding.
  • Goldstream Capital Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Goldstream Capital Management's Apple position peaked at $24.6M in Q2 2024.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Goldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.