Calamos Wealth Management’s Apple AAPL Stock Holding History

Calamos 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 Q4	–	Sell	-1,000	Closed	-$205K	–	471
2025 Q3	$205K	Hold	1,000	–	–	0.01%	400
2025 Q2	$222K	Buy	+1,000	New	+$202K	0.01%	318

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

Calamos Wealth Management's AAPL Position: Q2 2026 in Review

Calamos Wealth Management reduced its Apple (AAPL) stake by 0.87% in Q2 2026, selling an estimated $2.03M and leaving 811,808 shares worth $235M. The position accounts for 7.09% of the portfolio, ranked #1.

Calamos Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Calamos Wealth Management held 811,808 shares of Apple worth $235M as of Q2 2026.
Calamos Wealth Management sold 7,088 Apple shares in Q2 2026, an estimated $2.03M.
Apple made up 7.09% of Calamos Wealth Management's portfolio in Q2 2026, its #1 holding.
Calamos Wealth Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.