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CBIZ Investment Advisory Services’s Apple AAPL Stock Holding History

CBIZ Investment Advisory Services’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
Q2 		$3.61M Hold
14,214
– – 0.13% 18
2026
Q1 		$3.61M Sell
14,214
-3,841
-21% -$1,000K 0.13% 18
2025
Q4 		$4.91M Buy
18,055
+3,566
+25% +$957K 0.19% 17
2025
Q3 		$3.69M Sell
14,489
-3,283
-18% -$742K 0.14% 17
2025
Q2 		$3.65M Buy
17,772
+13
+0.1% +$2.63K 0.16% 16
2025
Q1 		$3.94M Buy
17,759
+716
+4% +$166K 0.19% 16
2024
Q4 		$4.27M Sell
17,043
-280
-2% -$66K 0.21% 17
2024
Q3 		$4.04M Sell
17,323
-3,114
-15% -$695K 0.21% 18
2024
Q2 		$4.3M Buy
20,437
+1,696
+9% +$316K 0.24% 17
2024
Q1 		$3.21M Sell
18,741
-657
-3% -$119K 0.22% 18
2023
Q4 		$3.73M Buy
19,398
+2,154
+12% +$398K 0.28% 18
2023
Q3 		$2.95M Sell
17,244
-70
-0.4% -$12.8K 0.27% 15
2023
Q2 		$3.36M Sell
17,314
-420
-2% -$73.2K 0.29% 15
2023
Q1 		$2.92M Buy
+17,734
New +$2.62M 0.26% 15
2022
Q3 		– Sell
-18,408
Closed -$2.52M – 27
2022
Q2 		$2.52M Sell
18,408
-1,974
-10% -$299K 0.23% 19
2022
Q1 		$3.56M Buy
20,382
+2,026
+11% +$341K 0.29% 7
2021
Q4 		$3.26M Buy
+18,356
New +$2.9M 0.25% 17
2021
Q3 		– Hold
0
– – – 16
2021
Q2 		– Hold
0
– – – 14
2021
Q1 		– Hold
0
– – – 19
2020
Q4 		– Hold
0
– – – 11
2020
Q3 		– Hold
0
– – – 11
2020
Q2 		– Hold
0
– – – 11
2020
Q1 		– Hold
0
– – – 10
2019
Q4 		– Hold
0
– – – 10

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CBIZ Investment Advisory Services's AAPL Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Apple (AAPL) position steady in Q2 2026 at 14,214 shares worth $3.61M. The position accounts for 0.13% of the portfolio, ranked #18.

CBIZ Investment Advisory Services first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.91M in Q4 2025. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CBIZ Investment Advisory Services held 14,214 shares of Apple worth $3.61M as of Q2 2026.
  • CBIZ Investment Advisory Services left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.13% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #18 holding.
  • CBIZ Investment Advisory Services first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • CBIZ Investment Advisory Services's Apple position peaked at $4.91M in Q4 2025.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.