J. Goldman & Co’s Apple AAPL Stock Holding History

J. Goldman & Co’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	$7.61M	Buy	30,000 +15,000	+100%	+$3.9M	0.22%	130
2025 Q4	$4.08M	Buy	15,000 +10,000	+200%	+$2.68M	0.11%	225
2025 Q3	$1.27M	Sell	5,000 -35,000	-88%	-$7.91M	0.03%	313
2025 Q2	$8.21M	Buy	+40,000	New	+$8.08M	0.2%	151
2022 Q2	–	Sell	-37,500	Closed	-$6.55M	–	349
2022 Q1	$6.55M	Buy	+37,500	New	+$6.31M	0.3%	97
2019 Q2	–	Sell	-140,000	Closed	-$6.65M	–	258
2019 Q1	$6.65M	Buy	+140,000	New	+$5.94M	0.37%	79
2017 Q4	–	Sell	-40,000	Closed	-$1.54M	–	318
2017 Q3	$1.54M	Sell	40,000 -218,000	-84%	-$8.46M	0.08%	213
2017 Q2	$9.29M	Buy	+258,000	New	+$9.54M	0.5%	59
2013 Q4	–	Sell	-378,000	Closed	-$6.44M	–	209
2013 Q3	$6.44M	Buy	+378,000	New	+$6.27M	0.6%	44

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

J. Goldman & Co's AAPL Position: Q1 2026 in Review

J. Goldman & Co opened a new position in Apple (AAPL) in Q1 2026: 20,471 shares worth $5.2M. The stake represents 0.15% of the portfolio and ranks #179 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in AAPL as recently as Q3 2025.

J. Goldman & Co first reported a position in AAPL in Q3 2013 and has held it in 18 quarters since. The position peaked at $51.4M in Q3 2013. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

J. Goldman & Co held 20,471 shares of Apple worth $5.2M as of Q1 2026.
Apple was a new J. Goldman & Co position in Q1 2026.
Apple made up 0.15% of J. Goldman & Co's portfolio in Q1 2026, its #179 holding.
J. Goldman & Co first reported a position in Apple in Q3 2013 and has held it in 18 quarters since.
J. Goldman & Co's Apple position peaked at $51.4M in Q3 2013.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.