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C.M. Bidwell & Associates’s Apple AAPL Stock Holding History

C.M. Bidwell & Associates’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 		$2.03M Sell
8,006
-26
-0.3% -$6.77K 0.95% 25
2025
Q4 		$2.18M Buy
8,032
+719
+10% +$193K 1.03% 25
2025
Q3 		$1.86M Sell
7,313
-121
-2% -$27.3K 0.9% 26
2025
Q2 		$1.53M Sell
7,434
-467
-6% -$94.3K 0.79% 27
2025
Q1 		$1.76M Sell
7,901
-573
-7% -$133K 1.06% 23
2024
Q4 		$2.12M Sell
8,474
-518
-6% -$122K 1.29% 19
2024
Q3 		$2.1M Buy
8,992
+1,206
+15% +$269K 1.28% 20
2024
Q2 		$1.64M Sell
7,786
-19
-0.2% -$3.54K 1.1% 22
2024
Q1 		$1.34M Sell
7,805
-136
-2% -$24.7K 0.91% 29
2023
Q4 		$1.53M Sell
7,941
-571
-7% -$105K 1.13% 21
2023
Q3 		$1.46M Sell
8,512
-174
-2% -$31.9K 1.11% 20
2023
Q2 		$1.68M Sell
8,686
-1,095
-11% -$191K 1.23% 19
2023
Q1 		$1.61M Sell
9,781
-1,154
-11% -$170K 1.22% 18
2022
Q4 		$1.42M Sell
10,935
-330
-3% -$47.2K 1.12% 19
2022
Q3 		$1.56M Sell
11,265
-409
-4% -$64.2K 1.29% 16
2022
Q2 		$1.6M Sell
11,674
-723
-6% -$109K 1.26% 19
2022
Q1 		$2.17M Sell
12,397
-75
-0.6% -$12.6K 1.42% 16
2021
Q4 		$2.21M Sell
12,472
-467
-4% -$73.8K 1.36% 18
2021
Q3 		$1.83M Buy
12,939
+267
+2% +$39.3K 1.22% 16
2021
Q2 		$1.74M Buy
12,672
+876
+7% +$114K 1.14% 18
2021
Q1 		$1.44M Buy
11,796
+1,324
+13% +$170K 1.05% 21
2020
Q4 		$1.39M Sell
10,472
-991
-9% -$119K 1.14% 21
2020
Q3 		$1.33M Sell
11,463
-5,317
-32% -$580K 1.22% 18
2020
Q2 		$1.53M Buy
16,780
+7,816
+87% +$606K 1.4% 18
2020
Q1 		$570K Buy
8,964
+660
+8% +$48.5K 0.6% 36
2019
Q4 		$610K Sell
8,304
-2,480
-23% -$160K 0.55% 40
2019
Q3 		$604K Buy
10,784
+7,728
+253% +$404K 0.6% 42
2019
Q2 		$151K Buy
3,056
+2,360
+339% +$115K 0.15% 142
2019
Q1 		$33K Hold
696
– – 0.03% 277
2018
Q4 		$27K Sell
696
-9,980
-93% -$484K 0.03% 283
2018
Q3 		$603K Buy
10,676
+10,580
+11,021% +$551K 0.57% 48
2018
Q2 		$4K Hold
96
– – ﹤0.01% 339
2018
Q1 		$4K Hold
96
– – ﹤0.01% 320
2017
Q4 		$4K Hold
96
– – ﹤0.01% 326
2017
Q3 		$4K Hold
96
– – 0.01% 235
2017
Q2 		$3K Buy
+96
New +$3.55K ﹤0.01% 257
2016
Q1 		– Sell
-264,840
Closed -$6.97M – 249
2015
Q4 		$6.97M Buy
264,840
+139,260
+111% +$3.98M 1.66% 13
2015
Q3 		$3.46M Buy
125,580
+10,500
+9% +$308K 0.85% 58
2015
Q2 		$3.61M Buy
115,080
+104,180
+956% +$3.33M 0.81% 65
2015
Q1 		$339K Hold
10,900
– – 0.07% 112
2014
Q4 		$301K Sell
10,900
-3,100
-22% -$84.3K 0.07% 126
2014
Q3 		$353K Sell
14,000
-252
-2% -$6.18K 0.08% 106
2014
Q2 		$331K Buy
+14,252
New +$303K 0.08% 107

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

C.M. Bidwell & Associates's AAPL Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Apple (AAPL) stake by 0.32% in Q1 2026, selling an estimated $6.77K and leaving 8,006 shares worth $2.03M. The position accounts for 0.95% of the portfolio, ranked #25.

C.M. Bidwell & Associates first reported a position in AAPL in Q2 2014 and has held it in 43 quarters since. The position peaked at $6.97M in Q4 2015. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • C.M. Bidwell & Associates held 8,006 shares of Apple worth $2.03M as of Q1 2026.
  • C.M. Bidwell & Associates sold 26 Apple shares in Q1 2026, an estimated $6.77K.
  • Apple made up 0.95% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #25 holding.
  • C.M. Bidwell & Associates first reported a position in Apple in Q2 2014 and has held it in 43 quarters since.
  • C.M. Bidwell & Associates's Apple position peaked at $6.97M in Q4 2015.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.