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Canandaigua National Trust of Florida’s Apple AAPL Stock Holding History

Canandaigua National Trust of Florida’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 		$2.55M Sell
10,060
-2,398
-19% -$624K 2.05% 11
2025
Q4 		$3.39M Buy
12,458
+1,839
+17% +$494K 2.12% 10
2025
Q3 		$2.7M Sell
10,619
-2,054
-16% -$464K 2.14% 10
2025
Q2 		$2.6M Sell
12,673
-138
-1% -$27.9K 1.85% 12
2025
Q1 		$2.85M Sell
12,811
-2,435
-16% -$564K 2.51% 8
2024
Q4 		$3.82M Buy
15,246
+3,433
+29% +$809K 2.98% 7
2024
Q3 		$2.75M Buy
+11,813
New +$2.64M 2.37% 9

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Canandaigua National Trust of Florida's AAPL Position: Q1 2026 in Review

Canandaigua National Trust of Florida reduced its Apple (AAPL) stake by 19% in Q1 2026, selling an estimated $624K and leaving 10,060 shares worth $2.55M. The position accounts for 2.05% of the portfolio, ranked #11.

Canandaigua National Trust of Florida first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.82M in Q4 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Canandaigua National Trust of Florida held 10,060 shares of Apple worth $2.55M as of Q1 2026.
  • Canandaigua National Trust of Florida sold 2,398 Apple shares in Q1 2026, an estimated $624K.
  • Apple made up 2.05% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #11 holding.
  • Canandaigua National Trust of Florida first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
  • Canandaigua National Trust of Florida's Apple position peaked at $3.82M in Q4 2024.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.