Calamos Wealth 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 | $208M | Buy |
818,896
+29,021
| +4% | +$7.55M | 7.15% | 1 |
|
|
2025
Q4 | $215M | Buy |
789,875
+4,793
| +0.6% | +$1.29M | 7.4% | 1 |
|
|
2025
Q3 | $200M | Buy |
785,082
+89,864
| +13% | +$20.3M | 7.2% | 1 |
|
|
2025
Q2 | $143M | Buy |
695,218
+32,163
| +5% | +$6.5M | 6.04% | 2 |
|
|
2025
Q1 | $147M | Buy |
663,055
+51,527
| +8% | +$11.9M | 7.34% | 2 |
|
|
2024
Q4 | $153M | Buy |
611,528
+8,064
| +1% | +$1.9M | 7.66% | 1 |
|
|
2024
Q3 | $141M | Sell |
603,464
-63,106
| -9% | -$14.1M | 7.2% | 2 |
|
|
2024
Q2 | $140M | Buy |
666,570
+22,386
| +3% | +$4.17M | 7.48% | 2 |
|
|
2024
Q1 | $110M | Buy |
644,184
+27,684
| +4% | +$5.03M | 6.2% | 2 |
|
|
2023
Q4 | $119M | Buy |
616,500
+16,818
| +3% | +$3.11M | 7.47% | 1 |
|
|
2023
Q3 | $103M | Buy |
599,682
+11,030
| +2% | +$2.02M | 7.78% | 1 |
|
|
2023
Q2 | $114M | Buy |
588,652
+5,877
| +1% | +$1.02M | 8.37% | 1 |
|
|
2023
Q1 | $96.1M | Sell |
582,775
-6,804
| -1% | -$1M | 7.53% | 2 |
|
|
2022
Q4 | $76.6M | Buy |
589,579
+13,078
| +2% | +$1.87M | 5.95% | 2 |
|
|
2022
Q3 | $79.7M | Buy |
576,501
+28,568
| +5% | +$4.48M | 6.83% | 2 |
|
|
2022
Q2 | $74.9M | Sell |
547,933
-13,258
| -2% | -$2.01M | 6.65% | 2 |
|
|
2022
Q1 | $98M | Sell |
561,191
-14,769
| -3% | -$2.48M | 7.32% | 2 |
|
|
2021
Q4 | $102M | Sell |
575,960
-1,873
| -0.3% | -$296K | 7.47% | 2 |
|
|
2021
Q3 | $81.8M | Sell |
577,833
-35,857
| -6% | -$5.28M | 6.61% | 2 |
|
|
2021
Q2 | $84.1M | Sell |
613,690
-15,704
| -2% | -$2.03M | 6.55% | 2 |
|
|
2021
Q1 | $76.9M | Buy |
629,394
+27,375
| +5% | +$3.51M | 6.34% | 2 |
|
|
2020
Q4 | $79.9M | Buy |
602,019
+9,640
| +2% | +$1.16M | 7.29% | 2 |
|
|
2020
Q3 | $68.6M | Buy |
592,379
+47,267
| +9% | +$5.16M | 7.85% | 2 |
|
|
2020
Q2 | $49.7M | Sell |
545,112
-1,248
| -0.2% | -$96.7K | 6.2% | 2 |
|
|
2020
Q1 | $34.7M | Buy |
546,360
+7,116
| +1% | +$523K | 5.3% | 2 |
|
|
2019
Q4 | $39.6M | Buy |
539,244
+23,720
| +5% | +$1.53M | 4.66% | 2 |
|
|
2019
Q3 | $28.9M | Buy |
515,524
+2,976
| +0.6% | +$156K | 3.86% | 2 |
|
|
2019
Q2 | $25.4M | Sell |
512,548
-4,360
| -0.8% | -$212K | 3.42% | 3 |
|
|
2019
Q1 | $24.5M | Sell |
516,908
-58,548
| -10% | -$2.48M | 3.51% | 3 |
|
|
2018
Q4 | $22.7M | Sell |
575,456
-59,228
| -9% | -$2.87M | 3.42% | 3 |
|
|
2018
Q3 | $35.8M | Sell |
634,684
-21,212
| -3% | -$1.1M | 4.46% | 2 |
|
|
2018
Q2 | $30.4M | Buy |
655,896
+108,116
| +20% | +$4.9M | 3.78% | 4 |
|
|
2018
Q1 | $23M | Buy |
547,780
+1,636
| +0.3% | +$70.4K | 2.88% | 4 |
|
|
2017
Q4 | $23.1M | Sell |
546,144
-11,120
| -2% | -$465K | 3% | 3 |
|
|
2017
Q3 | $21.5M | Sell |
557,264
-103,468
| -16% | -$4.01M | 2.98% | 3 |
|
|
2017
Q2 | $23.8M | Buy |
660,732
+2,480
| +0.4% | +$91.7K | 3.37% | 2 |
|
|
2017
Q1 | $23.6M | Sell |
658,252
-38,012
| -5% | -$1.25M | 3.53% | 2 |
|
|
2016
Q4 | $20.2M | Buy |
696,264
+40,420
| +6% | +$1.15M | 3.24% | 2 |
|
|
2016
Q3 | $18.5M | Sell |
655,844
-67,828
| -9% | -$1.8M | 3.17% | 3 |
|
|
2016
Q2 | $17.3M | Buy |
723,672
+30,400
| +4% | +$756K | 3.06% | 2 |
|
|
2016
Q1 | $18.9M | Buy |
693,272
+72,752
| +12% | +$1.81M | 3.64% | 2 |
|
|
2015
Q4 | $16.3M | Sell |
620,520
-56,744
| -8% | -$1.62M | 3.25% | 1 |
|
|
2015
Q3 | $18.7M | Sell |
677,264
-16,040
| -2% | -$470K | 4.48% | 1 |
|
|
2015
Q2 | $21.7M | Buy |
693,304
+47,760
| +7% | +$1.53M | 5.13% | 1 |
|
|
2015
Q1 | $20.1M | Buy |
645,544
+27,636
| +4% | +$834K | 5.02% | 1 |
|
|
2014
Q4 | $17.1M | Sell |
617,908
-31,764
| -5% | -$864K | 4.89% | 1 |
|
|
2014
Q3 | $16.4M | Buy |
649,672
+21,832
| +3% | +$536K | 4.72% | 1 |
|
|
2014
Q2 | $14.6M | Sell |
627,840
-2,496
| -0.4% | -$53.1K | 4.16% | 1 |
|
|
2014
Q1 | $12.1M | Buy |
630,336
+18,116
| +3% | +$345K | 3.58% | 1 |
|
|
2013
Q4 | $12.3M | Sell |
612,220
-2,800
| -0.5% | -$52.9K | 3.76% | 1 |
|
|
2013
Q3 | $10.5M | Buy |
615,020
+46,088
| +8% | +$764K | 3.42% | 1 |
|
|
2013
Q2 | $8.05M | Buy |
+568,932
| New | +$8.75M | 2.85% | 1 |
|
Other funds holding AAPL
VCM
VPM
Calamos Wealth Management's AAPL Position: Q1 2026 in Review
Calamos Wealth Management increased its Apple (AAPL) stake by 3.7% in Q1 2026, buying an estimated $7.55M and bringing the position to 818,896 shares worth $208M. The position accounts for 7.15% of the portfolio, ranked #1.
Calamos Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $215M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Calamos Wealth Management held 818,896 shares of Apple worth $208M as of Q1 2026.
- Calamos Wealth Management bought 29,021 Apple shares in Q1 2026, an estimated $7.55M.
- Apple made up 7.15% of Calamos Wealth Management's portfolio in Q1 2026, its #1 holding.
- Calamos Wealth Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Calamos Wealth Management's Apple position peaked at $215M in Q4 2025.
- 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.