Gould Asset Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Buy |
40,519
+405
| +1% | +$105K | 1.79% | 12 |
|
|
2025
Q4 | $10.9M | Buy |
40,114
+694
| +2% | +$186K | 1.93% | 13 |
|
|
2025
Q3 | $10M | Buy |
39,420
+1,378
| +4% | +$311K | 1.86% | 13 |
|
|
2025
Q2 | $7.81M | Sell |
38,042
-1,112
| -3% | -$225K | 1.53% | 13 |
|
|
2025
Q1 | $8.7M | Buy |
39,154
+98
| +0.3% | +$22.7K | 1.79% | 12 |
|
|
2024
Q4 | $9.78M | Buy |
39,056
+9,458
| +32% | +$2.23M | 2.06% | 10 |
|
|
2024
Q3 | $6.9M | Buy |
29,598
+158
| +0.5% | +$35.3K | 1.48% | 15 |
|
|
2024
Q2 | $6.2M | Sell |
29,440
-123
| -0.4% | -$22.9K | 1.43% | 13 |
|
|
2024
Q1 | $5.07M | Sell |
29,563
-301
| -1% | -$54.7K | 1.23% | 15 |
|
|
2023
Q4 | $5.75M | Buy |
29,864
+3,119
| +12% | +$576K | 1.49% | 13 |
|
|
2023
Q3 | $4.58M | Buy |
26,745
+1,933
| +8% | +$354K | 1.29% | 16 |
|
|
2023
Q2 | $4.81M | Sell |
24,812
-451
| -2% | -$78.6K | 1.34% | 16 |
|
|
2023
Q1 | $4.17M | Sell |
25,263
-330
| -1% | -$48.7K | 1.19% | 16 |
|
|
2022
Q4 | $3.33M | Sell |
25,593
-643
| -2% | -$91.9K | 1% | 17 |
|
|
2022
Q3 | $3.63M | Sell |
26,236
-195
| -0.7% | -$30.6K | 1.23% | 16 |
|
|
2022
Q2 | $3.61M | Buy |
26,431
+424
| +2% | +$64.2K | 1.16% | 17 |
|
|
2022
Q1 | $4.54M | Sell |
26,007
-497
| -2% | -$83.6K | 1.3% | 14 |
|
|
2021
Q4 | $4.71M | Sell |
26,504
-427
| -2% | -$67.5K | 1.32% | 14 |
|
|
2021
Q3 | $3.81M | Sell |
26,931
-368
| -1% | -$54.2K | 1.18% | 15 |
|
|
2021
Q2 | $3.74M | Sell |
27,299
-424
| -2% | -$54.9K | 1.06% | 17 |
|
|
2021
Q1 | $3.39M | Sell |
27,723
-1,095
| -4% | -$141K | 1.03% | 17 |
|
|
2020
Q4 | $3.82M | Buy |
28,818
+3,873
| +16% | +$466K | 1.16% | 17 |
|
|
2020
Q3 | $2.89M | Buy |
24,945
+249
| +1% | +$27.2K | 0.98% | 19 |
|
|
2020
Q2 | $2.25M | Sell |
24,696
-776
| -3% | -$60.1K | 0.79% | 24 |
|
|
2020
Q1 | $1.62M | Sell |
25,472
-520
| -2% | -$38.2K | 0.62% | 26 |
|
|
2019
Q4 | $1.91M | Sell |
25,992
-1,060
| -4% | -$68.2K | 0.63% | 25 |
|
|
2019
Q3 | $1.51M | Buy |
27,052
+96
| +0.4% | +$5.02K | 0.54% | 28 |
|
|
2019
Q2 | $1.33M | Sell |
26,956
-260
| -1% | -$12.7K | 0.48% | 31 |
|
|
2019
Q1 | $1.29M | Buy |
27,216
+200
| +0.7% | +$8.48K | 0.48% | 32 |
|
|
2018
Q4 | $1.06M | Sell |
27,016
-240
| -0.9% | -$11.6K | 0.44% | 35 |
|
|
2018
Q3 | $1.54M | Buy |
27,256
+2,064
| +8% | +$107K | 0.61% | 27 |
|
|
2018
Q2 | $1.17M | Sell |
25,192
-264
| -1% | -$12K | 0.5% | 28 |
|
|
2018
Q1 | $1.07M | Buy |
25,456
+3,200
| +14% | +$138K | 0.47% | 32 |
|
|
2017
Q4 | $942K | Sell |
22,256
-5,700
| -20% | -$238K | 0.41% | 42 |
|
|
2017
Q3 | $1.08M | Buy |
27,956
+1,604
| +6% | +$62.2K | 0.48% | 32 |
|
|
2017
Q2 | $949K | Buy |
26,352
+540
| +2% | +$20K | 0.46% | 34 |
|
|
2017
Q1 | $927K | Sell |
25,812
-5,268
| -17% | -$173K | 0.47% | 33 |
|
|
2016
Q4 | $900K | Sell |
31,080
-1,936
| -6% | -$54.9K | 0.46% | 30 |
|
|
2016
Q3 | $933K | Buy |
33,016
+1,800
| +6% | +$47.6K | 0.5% | 28 |
|
|
2016
Q2 | $746K | Buy |
31,216
+1,600
| +5% | +$39.8K | 0.4% | 35 |
|
|
2016
Q1 | $807K | Buy |
29,616
+1,196
| +4% | +$29.8K | 0.43% | 33 |
|
|
2015
Q4 | $748K | Sell |
28,420
-2,580
| -8% | -$73.7K | 0.4% | 35 |
|
|
2015
Q3 | $855K | Sell |
31,000
-768
| -2% | -$22.5K | 0.48% | 30 |
|
|
2015
Q2 | $996K | Buy |
31,768
+732
| +2% | +$23.4K | 0.5% | 27 |
|
|
2015
Q1 | $965K | Sell |
31,036
-3,064
| -9% | -$92.5K | 0.47% | 33 |
|
|
2014
Q4 | $941K | Buy |
34,100
+1,168
| +4% | +$31.8K | 0.46% | 33 |
|
|
2014
Q3 | $829K | Buy |
32,932
+368
| +1% | +$9.03K | 0.4% | 40 |
|
|
2014
Q2 | $757K | Sell |
32,564
-4,200
| -11% | -$89.4K | 0.36% | 43 |
|
|
2014
Q1 | $705K | Buy |
36,764
+4,200
| +13% | +$79.9K | 0.37% | 42 |
|
|
2013
Q4 | $652K | Sell |
32,564
-840
| -3% | -$15.9K | 0.38% | 33 |
|
|
2013
Q3 | $569K | Sell |
33,404
-7,000
| -17% | -$116K | 0.36% | 41 |
|
|
2013
Q2 | $572K | Buy |
+40,404
| New | +$622K | 0.36% | 38 |
|
Other funds holding AAPL
VCM
VPM
Gould Asset Management's AAPL Position: Q1 2026 in Review
Gould Asset Management increased its Apple (AAPL) stake by 1% in Q1 2026, buying an estimated $105K and bringing the position to 40,519 shares worth $10.3M. The position accounts for 1.79% of the portfolio, ranked #12.
Gould Asset Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.9M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Gould Asset Management held 40,519 shares of Apple worth $10.3M as of Q1 2026.
- Gould Asset Management bought 405 Apple shares in Q1 2026, an estimated $105K.
- Apple made up 1.79% of Gould Asset Management's portfolio in Q1 2026, its #12 holding.
- Gould Asset Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Gould Asset Management's Apple position peaked at $10.9M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.