Cahill Wealth Management’s Apple AAPL Stock Holding History

Cahill Wealth Management’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 Q1	$4.17M	Sell	18,790 -306	-2%	-$70.9K	2.12%	9
2024 Q4	$4.78M	Sell	19,096 -3	-0%	-$707	2.44%	9
2024 Q3	$4.45M	Sell	19,099 -12	-0.1%	-$2.68K	2.3%	9
2024 Q2	$4.02M	Buy	19,111 +288	+2%	+$53.7K	2.4%	9
2024 Q1	$3.23M	Buy	18,823 +111	+0.6%	+$20.2K	1.88%	10
2023 Q4	$3.6M	Buy	18,712 +89	+0.5%	+$16.4K	2.42%	8
2023 Q3	$3.19M	Buy	18,623 +1	+0%	+$183	2.45%	8
2023 Q2	$3.61M	Sell	18,622 -48	-0.3%	-$8.36K	2.49%	9
2023 Q1	$3.08M	Buy	18,670 +1	+0%	+$148	2.27%	9
2022 Q4	$2.87M	Sell	18,669 -167	-0.9%	-$23.9K	2.09%	9
2022 Q3	$2.6M	Buy	18,836 +51	+0.3%	+$8K	2.32%	8
2022 Q2	$2.57M	Buy	18,785 +2	+0%	+$303	2.17%	8
2022 Q1	$3.28M	Buy	+18,783	New	+$3.16M	2.43%	8

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Cahill Wealth Management's AAPL Position: Q1 2025 in Review

Cahill Wealth Management reduced its Apple (AAPL) stake by 1.6% in Q1 2025, selling an estimated $70.9K and leaving 18,790 shares worth $4.17M. The position accounts for 2.12% of the portfolio, ranked #9.

Cahill Wealth Management first reported a position in AAPL in Q1 2022 and has held it in 13 quarters since. The position peaked at $4.78M in Q4 2024. 5,599 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

Cahill Wealth Management held 18,790 shares of Apple worth $4.17M as of Q1 2025.
Cahill Wealth Management sold 306 Apple shares in Q1 2025, an estimated $70.9K.
Apple made up 2.12% of Cahill Wealth Management's portfolio in Q1 2025, its #9 holding.
Cahill Wealth Management first reported a position in Apple in Q1 2022 and has held it in 13 quarters since.
Cahill Wealth Management's Apple position peaked at $4.78M in Q4 2024.
5,599 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.