Campbell Deegan Wealth Management’s Apple AAPL Stock Holding History

Campbell Deegan 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
2026 Q1	$2.16M	Sell	8,517 -113	-1%	-$29.4K	1.73%	8
2025 Q4	$2.35M	Sell	8,630 -290	-3%	-$77.9K	1.89%	8
2025 Q3	$2.27M	Sell	8,920 -61	-0.7%	-$13.8K	2.03%	8
2025 Q2	$1.84M	Sell	8,981 -347	-4%	-$70.1K	1.81%	9
2025 Q1	$2.07M	Buy	9,328 +1,165	+14%	+$270K	2.38%	7
2024 Q4	$2.04M	Buy	+8,163	New	+$1.92M	2.46%	6

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Campbell Deegan Wealth Management's AAPL Position: Q1 2026 in Review

Campbell Deegan Wealth Management reduced its Apple (AAPL) stake by 1.3% in Q1 2026, selling an estimated $29.4K and leaving 8,517 shares worth $2.16M. The position accounts for 1.73% of the portfolio, ranked #8.

Campbell Deegan Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.35M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Campbell Deegan Wealth Management held 8,517 shares of Apple worth $2.16M as of Q1 2026.
Campbell Deegan Wealth Management sold 113 Apple shares in Q1 2026, an estimated $29.4K.
Apple made up 1.73% of Campbell Deegan Wealth Management's portfolio in Q1 2026, its #8 holding.
Campbell Deegan Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
Campbell Deegan Wealth Management's Apple position peaked at $2.35M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.