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Goodman Advisory Group’s Apple AAPL Stock Holding History

Goodman Advisory 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
Q1 		$9.6M Buy
37,820
+2,815
+8% +$733K 2.49% 10
2025
Q4 		$9.52M Buy
35,005
+3,824
+12% +$1.03M 2.34% 16
2025
Q3 		$7.94M Sell
31,181
-4,634
-13% -$1.05M 1.98% 19
2025
Q2 		$7.35M Sell
35,815
-10,597
-23% -$2.14M 2.5% 10
2025
Q1 		$10.3M Sell
46,412
-1,648
-3% -$382K 3.14% 7
2024
Q4 		$12M Buy
48,060
+1,964
+4% +$463K 3.55% 10
2024
Q3 		$10.7M Buy
46,096
+881
+2% +$197K 3.07% 10
2024
Q2 		$9.52M Buy
45,215
+9,605
+27% +$1.79M 2.84% 10
2024
Q1 		$6.11M Sell
35,610
-15,892
-31% -$2.89M 1.94% 13
2023
Q4 		$9.92M Buy
51,502
+13,437
+35% +$2.48M 3.38% 8
2023
Q3 		$6.52M Buy
38,065
+5,880
+18% +$1.08M 2.43% 12
2023
Q2 		$6.24M Buy
32,185
+12,720
+65% +$2.22M 2.31% 18
2023
Q1 		$3.21M Sell
19,465
-633
-3% -$93.4K 1.75% 20
2022
Q4 		$2.61M Sell
20,098
-738
-4% -$105K 1.52% 19
2022
Q3 		$2.88M Sell
20,836
-933
-4% -$146K 1.57% 14
2022
Q2 		$2.98M Hold
21,769
– – 1.33% 13
2022
Q1 		$3.8M Buy
21,769
+3,128
+17% +$526K 1.32% 24
2021
Q4 		$3.31M Buy
+18,641
New +$2.95M 1.12% 29

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goodman Advisory Group's AAPL Position: Q1 2026 in Review

Goodman Advisory Group increased its Apple (AAPL) stake by 8% in Q1 2026, buying an estimated $733K and bringing the position to 37,820 shares worth $9.6M. The position accounts for 2.49% of the portfolio, ranked #10.

Goodman Advisory Group first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $12M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Goodman Advisory Group held 37,820 shares of Apple worth $9.6M as of Q1 2026.
  • Goodman Advisory Group bought 2,815 Apple shares in Q1 2026, an estimated $733K.
  • Apple made up 2.49% of Goodman Advisory Group's portfolio in Q1 2026, its #10 holding.
  • Goodman Advisory Group first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Goodman Advisory Group's Apple position peaked at $12M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.