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Cardinal Strategic Wealth Guidance’s Apple AAPL Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$2.75M Sell
10,827
-88
-0.8% -$22.9K 0.72% 20
2025
Q4 		$2.97M Sell
10,915
-1,297
-11% -$348K 0.78% 18
2025
Q3 		$3.11M Sell
12,212
-945
-7% -$213K 0.84% 19
2025
Q2 		$2.7M Sell
13,157
-156
-1% -$31.5K 0.78% 19
2025
Q1 		$2.96M Sell
13,313
-2,305
-15% -$534K 0.94% 17
2024
Q4 		$3.91M Buy
15,618
+486
+3% +$115K 1.25% 14
2024
Q3 		$3.53M Buy
15,132
+392
+3% +$87.5K 1.15% 15
2024
Q2 		$3.1M Buy
14,740
+659
+5% +$123K 1.12% 15
2024
Q1 		$2.41M Sell
14,081
-4,604
-25% -$837K 0.91% 17
2023
Q4 		$3.6M Sell
18,685
-106
-0.6% -$19.6K 1.43% 14
2023
Q3 		$3.22M Sell
18,791
-170
-0.9% -$31.2K 1.49% 11
2023
Q2 		$3.66M Sell
18,961
-25
-0.1% -$4.36K 1.63% 11
2023
Q1 		$3.12M Sell
18,986
-2,173
-10% -$321K 1.45% 11
2022
Q4 		$2.75M Sell
21,159
-875
-4% -$125K 1.32% 16
2022
Q3 		$3.06M Sell
22,034
-338
-2% -$53K 1.63% 11
2022
Q2 		$3.07M Sell
22,372
-1,199
-5% -$182K 1.56% 12
2022
Q1 		$4.13M Sell
23,571
-1,241
-5% -$209K 1.89% 12
2021
Q4 		$4.41M Sell
24,812
-626
-2% -$98.9K 2.06% 12
2021
Q3 		$3.6M Buy
25,438
+13
+0.1% +$1.91K 1.89% 12
2021
Q2 		$3.48M Sell
25,425
-596
-2% -$77.2K 1.83% 13
2021
Q1 		$3.17M Sell
26,021
-2,338
-8% -$300K 1.86% 14
2020
Q4 		$3.77M Sell
28,359
-1,219
-4% -$147K 2.24% 10
2020
Q3 		$3.42M Sell
29,578
-3,850
-12% -$420K 2.42% 10
2020
Q2 		$3.05M Sell
33,428
-4,172
-11% -$323K 2.27% 10
2020
Q1 		$2.39M Sell
37,600
-6,860
-15% -$504K 2.19% 8
2019
Q4 		$3.26M Buy
+44,460
New +$2.86M 2.81% 7

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

Cardinal Strategic Wealth Guidance's AAPL Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance reduced its Apple (AAPL) stake by 0.81% in Q1 2026, selling an estimated $22.9K and leaving 10,827 shares worth $2.75M. The position accounts for 0.72% of the portfolio, ranked #20.

Cardinal Strategic Wealth Guidance first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.41M in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Cardinal Strategic Wealth Guidance held 10,827 shares of Apple worth $2.75M as of Q1 2026.
  • Cardinal Strategic Wealth Guidance sold 88 Apple shares in Q1 2026, an estimated $22.9K.
  • Apple made up 0.72% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #20 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Cardinal Strategic Wealth Guidance's Apple position peaked at $4.41M in Q4 2021.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.