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Good Steward Wealth Advisors’s Apple AAPL Stock Holding History

Good Steward Wealth 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 		$1.31M Sell
4,515
-2,843
-39% -$813K 0.79% 26
2026
Q1 		$1.87M Sell
7,358
-8
-0.1% -$2.08K 1.2% 26
2025
Q4 		$2M Sell
7,366
-109
-1% -$29.3K 1.32% 24
2025
Q3 		$1.9M Buy
7,475
+642
+9% +$145K 1.32% 26
2025
Q2 		$1.4M Sell
6,833
-368
-5% -$74.3K 1.1% 25
2025
Q1 		$1.6M Buy
+7,201
New +$1.67M 1.46% 16

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

Good Steward Wealth Advisors's AAPL Position: Q2 2026 in Review

Good Steward Wealth Advisors reduced its Apple (AAPL) stake by 39% in Q2 2026, selling an estimated $813K and leaving 4,515 shares worth $1.31M. The position accounts for 0.79% of the portfolio, ranked #26.

Good Steward Wealth Advisors first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2M in Q4 2025. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Good Steward Wealth Advisors held 4,515 shares of Apple worth $1.31M as of Q2 2026.
  • Good Steward Wealth Advisors sold 2,843 Apple shares in Q2 2026, an estimated $813K.
  • Apple made up 0.79% of Good Steward Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Good Steward Wealth Advisors first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • Good Steward Wealth Advisors's Apple position peaked at $2M in Q4 2025.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.