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CDM Financial Counseling Services’s Apple AAPL Stock Holding History

CDM Financial Counseling 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 		$1.65M Sell
5,696
-700
-11% -$200K 1.42% 21
2026
Q1 		$1.62M Buy
6,396
+157
+3% +$40.9K 1.55% 18
2025
Q4 		$1.7M Buy
+6,239
New +$1.67M 1.59% 16

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 $3.38T AUM 44.17% 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

CDM Financial Counseling Services's AAPL Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $200K and leaving 5,696 shares worth $1.65M. The position accounts for 1.42% of the portfolio, ranked #21.

CDM Financial Counseling Services first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q4 2025. 6,150 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CDM Financial Counseling Services held 5,696 shares of Apple worth $1.65M as of Q2 2026.
  • CDM Financial Counseling Services sold 700 Apple shares in Q2 2026, an estimated $200K.
  • Apple made up 1.42% of CDM Financial Counseling Services's portfolio in Q2 2026, its #21 holding.
  • CDM Financial Counseling Services first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • CDM Financial Counseling Services's Apple position peaked at $1.7M in Q4 2025.
  • 6,150 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.