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Goodwin Investment Advisory’s Apple AAPL Stock Holding History

Goodwin Investment Advisory’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
2025
Q2 		– Sell
-1,392
Closed -$309K – 29
2025
Q1 		$309K Sell
1,392
-780
-36% -$181K 0.48% 18
2024
Q4 		$544K Buy
2,172
+16
+0.7% +$3.77K 0.28% 26
2024
Q3 		$502K Buy
+2,156
New +$481K 0.22% 23
2024
Q2 		– Sell
-2,112
Closed -$362K – 35
2024
Q1 		$362K Sell
2,112
-182
-8% -$33.1K 0.17% 25
2023
Q4 		$442K Buy
2,294
+175
+8% +$32.3K 0.23% 24
2023
Q3 		$363K Hold
2,119
– – 0.21% 32
2023
Q2 		$411K Sell
2,119
-898
-30% -$156K 0.24% 30
2023
Q1 		$497K Buy
3,017
+308
+11% +$45.4K 0.32% 28
2022
Q4 		$352K Hold
2,709
– – 0.25% 32
2022
Q3 		$374K Sell
2,709
-123
-4% -$19.3K 0.28% 33
2022
Q2 		$387K Sell
2,832
-120
-4% -$18.2K 0.3% 29
2022
Q1 		$515K Sell
2,952
-231
-7% -$38.8K 0.35% 28
2021
Q4 		$565K Buy
3,183
+109
+4% +$17.2K 0.42% 23
2021
Q3 		$436K Buy
+3,074
New +$453K 0.42% 22
2021
Q2 		– Sell
-3,577
Closed -$437K – 126
2021
Q1 		$437K Buy
3,577
+779
+28% +$100K 0.51% 17
2020
Q4 		$370K Buy
+2,798
New +$337K 0.45% 20

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Goodwin Investment Advisory's AAPL Position: Q2 2025 in Review

Goodwin Investment Advisory sold out of Apple (AAPL) in Q2 2025, closing a stake of 1,392 shares — an estimated $309K sold.

Goodwin Investment Advisory first reported a position in AAPL in Q4 2020 and held it in 16 quarters. The position peaked at $565K in Q4 2021. 5,583 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Goodwin Investment Advisory reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
  • Goodwin Investment Advisory sold 1,392 Apple shares in Q2 2025, an estimated $309K.
  • Goodwin Investment Advisory first reported a position in Apple in Q4 2020 and held it in 16 quarters.
  • Goodwin Investment Advisory's Apple position peaked at $565K in Q4 2021.
  • 5,583 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Goodwin Investment Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.