U.S. Global Investors (USGI)’s Apple AAPL Stock Holding History

U.S. Global Investors (USGI)’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	$579K	Buy	+2,000	New	+$572K	0.06%	94
2025 Q2	–	Sell	-5,550	Closed	-$1.23M	–	140
2025 Q1	$1.23M	Buy	+5,550	New	+$1.29M	0.16%	58
2024 Q2	–	Sell	-11,400	Closed	-$1.95M	–	128
2024 Q1	$1.95M	Buy	+11,400	New	+$2.07M	0.16%	45
2023 Q2	–	Sell	-10,600	Closed	-$1.75M	–	117
2023 Q1	$1.75M	Buy	+10,600	New	+$1.56M	0.11%	45
2022 Q2	–	Sell	-14,200	Closed	-$2.48M	–	134
2022 Q1	$2.48M	Sell	14,200 -2,900	-17%	-$488K	0.08%	45
2021 Q4	$3.04M	Hold	17,100	–	–	0.11%	41
2021 Q3	$2.42M	Hold	17,100	–	–	0.08%	46
2021 Q2	$2.34M	Hold	17,100	–	–	0.08%	45
2021 Q1	$2.09M	Hold	17,100	–	–	0.07%	41
2020 Q4	$2.27M	Buy	17,100 +4,100	+32%	+$493K	0.1%	43
2020 Q3	$1.5M	Buy	+13,000	New	+$1.42M	0.1%	54
2017 Q3	–	Sell	-12,696	Closed	-$457K	–	146
2017 Q2	$457K	Buy	+12,696	New	+$469K	0.16%	101
2016 Q2	–	Sell	-29,524	Closed	-$804K	–	153
2016 Q1	$804K	Sell	29,524 -57,676	-66%	-$1.44M	0.43%	73
2015 Q4	$2.29M	Buy	87,200 +22,400	+35%	+$640K	1.2%	17
2015 Q3	$1.79M	Sell	64,800 -22,000	-25%	-$645K	0.95%	34
2015 Q2	$2.72M	Sell	86,800 -21,200	-20%	-$678K	1.04%	34
2015 Q1	$3.36M	Sell	108,000 -10,000	-8%	-$302K	0.94%	23
2014 Q4	$3.26M	Sell	118,000 -12,000	-9%	-$326K	0.87%	24
2014 Q3	$3.27M	Buy	130,000 +42,000	+48%	+$1.03M	0.93%	42
2014 Q2	$2.04M	Buy	+88,000	New	+$1.87M	0.44%	68
2014 Q1	–	Sell	-91,280	Closed	-$1.83M	–	303
2013 Q4	$1.83M	Buy	91,280 +84,000	+1,154%	+$1.59M	0.33%	98
2013 Q3	$124K	Hold	7,280	–	–	0.02%	270
2013 Q2	$103K	Buy	+7,280	New	+$112K	0.02%	289

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

U.S. Global Investors (USGI)'s AAPL Position: Q2 2026 in Review

U.S. Global Investors (USGI) opened a new position in Apple (AAPL) in Q2 2026: 2,000 shares worth $579K. The stake represents 0.06% of the portfolio and ranks #94 among its holdings. This is a return to the name: U.S. Global Investors (USGI) previously reported a position in AAPL as recently as Q1 2025.

U.S. Global Investors (USGI) first reported a position in AAPL in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.36M in Q1 2015. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

U.S. Global Investors (USGI) held 2,000 shares of Apple worth $579K as of Q2 2026.
Apple was a new U.S. Global Investors (USGI) position in Q2 2026.
Apple made up 0.06% of U.S. Global Investors (USGI)'s portfolio in Q2 2026, its #94 holding.
U.S. Global Investors (USGI) first reported a position in Apple in Q2 2013 and has held it in 23 quarters since.
U.S. Global Investors (USGI)'s Apple position peaked at $3.36M in Q1 2015.
6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2026, filed 27 Jul 2026.