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Cannon Financial Strategists’s Apple AAPL Stock Holding History

Cannon Financial Strategists’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 		$1.13M Sell
4,453
-2,974
-40% -$774K 0.15% 45
2025
Q4 		$2.02M Sell
7,427
-28
-0.4% -$7.52K 0.28% 31
2025
Q3 		$1.9M Buy
7,455
+169
+2% +$38.2K 0.27% 31
2025
Q2 		$1.49M Sell
7,286
-58
-0.8% -$11.7K 0.24% 32
2025
Q1 		$1.63M Sell
7,344
-44
-0.6% -$10.2K 0.28% 30
2024
Q4 		$1.85M Buy
7,388
+590
+9% +$139K 0.32% 27
2024
Q3 		$1.58M Buy
6,798
+4,123
+154% +$921K 0.28% 30
2024
Q2 		$563K Sell
2,675
-3,920
-59% -$731K 0.11% 54
2024
Q1 		$1.13M Buy
6,595
+801
+14% +$146K 0.22% 36
2023
Q4 		$1.12M Buy
5,794
+18
+0.3% +$3.32K 0.24% 34
2023
Q3 		$989K Buy
5,776
+4,045
+234% +$742K 0.25% 35
2023
Q2 		$336K Sell
1,731
-9
-0.5% -$1.57K 0.09% 68
2023
Q1 		$287K Sell
1,740
-45
-3% -$6.64K 0.1% 61
2022
Q4 		$232K Sell
1,785
-222
-11% -$31.7K 0.08% 59
2022
Q3 		$277K Sell
2,007
-789
-28% -$124K 0.11% 59
2022
Q2 		$382K Buy
2,796
+560
+25% +$84.8K 0.15% 53
2022
Q1 		$390K Buy
2,236
+356
+19% +$59.9K 0.14% 45
2021
Q4 		$334K Hold
1,880
– – 0.12% 52
2021
Q3 		$266K Buy
1,880
+400
+27% +$58.9K 0.1% 57
2021
Q2 		$203K Buy
+1,480
New +$192K 0.08% 61

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Cannon Financial Strategists's AAPL Position: Q1 2026 in Review

Cannon Financial Strategists reduced its Apple (AAPL) stake by 40% in Q1 2026, selling an estimated $774K and leaving 4,453 shares worth $1.13M. The position accounts for 0.15% of the portfolio, ranked #45.

Cannon Financial Strategists first reported a position in AAPL in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.02M in Q4 2025. 6,083 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Cannon Financial Strategists held 4,453 shares of Apple worth $1.13M as of Q1 2026.
  • Cannon Financial Strategists sold 2,974 Apple shares in Q1 2026, an estimated $774K.
  • Apple made up 0.15% of Cannon Financial Strategists's portfolio in Q1 2026, its #45 holding.
  • Cannon Financial Strategists first reported a position in Apple in Q2 2021 and has held it in 20 quarters since.
  • Cannon Financial Strategists's Apple position peaked at $2.02M in Q4 2025.
  • 6,083 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.