Cedar Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.01M | Buy |
11,856
+999
| +9% | +$260K | 0.88% | 18 |
|
|
2025
Q4 | $2.95M | Buy |
10,857
+750
| +7% | +$201K | 0.88% | 16 |
|
|
2025
Q3 | $2.57M | Buy |
10,107
+2,347
| +30% | +$530K | 0.79% | 19 |
|
|
2025
Q2 | $1.59M | Buy |
7,760
+630
| +9% | +$127K | 0.54% | 22 |
|
|
2025
Q1 | $1.58M | Buy |
7,130
+385
| +6% | +$89.2K | 0.56% | 20 |
|
|
2024
Q4 | $1.69M | Sell |
6,745
-1,056
| -14% | -$249K | 0.61% | 20 |
|
|
2024
Q3 | $1.82M | Sell |
7,801
-735
| -9% | -$164K | 0.56% | 27 |
|
|
2024
Q2 | $1.8M | Sell |
8,536
-165
| -2% | -$30.8K | 0.58% | 25 |
|
|
2024
Q1 | $1.49M | Buy |
8,701
+1,115
| +15% | +$203K | 0.49% | 30 |
|
|
2023
Q4 | $1.46M | Buy |
7,586
+38
| +0.5% | +$7.02K | 0.53% | 29 |
|
|
2023
Q3 | $1.29M | Buy |
7,548
+943
| +14% | +$173K | 0.51% | 29 |
|
|
2023
Q2 | $1.28M | Sell |
6,605
-658
| -9% | -$115K | 0.5% | 30 |
|
|
2023
Q1 | $1.2M | Buy |
7,263
+370
| +5% | +$54.6K | 0.49% | 28 |
|
|
2022
Q4 | $896K | Hold |
6,893
| – | – | 0.44% | 34 |
|
|
2022
Q3 | $953K | Sell |
6,893
-1,235
| -15% | -$194K | 0.47% | 37 |
|
|
2022
Q2 | $1.11M | Sell |
8,128
-258
| -3% | -$39.1K | 0.51% | 31 |
|
|
2022
Q1 | $1.46M | Sell |
8,386
-5,059
| -38% | -$851K | 0.59% | 34 |
|
|
2021
Q4 | $2.39M | Sell |
13,445
-1,072
| -7% | -$169K | 0.96% | 19 |
|
|
2021
Q3 | $2.05M | Sell |
14,517
-67
| -0.5% | -$9.86K | 0.91% | 22 |
|
|
2021
Q2 | $2M | Buy |
14,584
+3,680
| +34% | +$477K | 0.9% | 22 |
|
|
2021
Q1 | $1.33M | Buy |
10,904
+7,800
| +251% | +$1M | 0.66% | 30 |
|
|
2020
Q4 | $412K | Buy |
3,104
+292
| +10% | +$35.1K | 0.22% | 72 |
|
|
2020
Q3 | $326K | Hold |
2,812
| – | – | 0.2% | 72 |
|
|
2020
Q2 | $256K | Sell |
2,812
-860
| -23% | -$66.6K | 0.17% | 74 |
|
|
2020
Q1 | $233K | Sell |
3,672
-1,928
| -34% | -$142K | 0.16% | 72 |
|
|
2019
Q4 | $411K | Buy |
5,600
+1,064
| +23% | +$68.5K | 0.24% | 47 |
|
|
2019
Q3 | $254K | Sell |
4,536
-260
| -5% | -$13.6K | 0.17% | 57 |
|
|
2019
Q2 | $237K | Hold |
4,796
| – | – | 0.15% | 50 |
|
|
2019
Q1 | $228K | Hold |
4,796
| – | – | 0.14% | 51 |
|
|
2018
Q4 | $189K | Sell |
4,796
-200
| -4% | -$9.7K | 0.14% | 54 |
|
|
2018
Q3 | $282K | Hold |
4,996
| – | – | 0.15% | 49 |
|
|
2018
Q2 | $231K | Buy |
4,996
+708
| +17% | +$32.1K | 0.13% | 42 |
|
|
2018
Q1 | $180K | Hold |
4,288
| – | – | 0.11% | 56 |
|
|
2017
Q4 | $181K | Hold |
4,288
| – | – | 0.11% | 59 |
|
|
2017
Q3 | $165K | Hold |
4,288
| – | – | 0.1% | 65 |
|
|
2017
Q2 | $154K | Hold |
4,288
| – | – | 0.1% | 63 |
|
|
2017
Q1 | $154K | Hold |
4,288
| – | – | 0.09% | 62 |
|
|
2016
Q4 | $124K | Hold |
4,288
| – | – | 0.08% | 66 |
|
|
2016
Q3 | $121K | Buy |
4,288
+1,288
| +43% | +$34.1K | 0.08% | 50 |
|
|
2016
Q2 | $72K | Buy |
+3,000
| New | +$74.6K | 0.05% | 70 |
|
Other funds holding AAPL
VCM
VPM
Cedar Wealth Management's AAPL Position: Q1 2026 in Review
Cedar Wealth Management increased its Apple (AAPL) stake by 9.2% in Q1 2026, buying an estimated $260K and bringing the position to 11,856 shares worth $3.01M. The position accounts for 0.88% of the portfolio, ranked #18.
Cedar Wealth Management first reported a position in AAPL in Q2 2016 and has held it in 40 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Cedar Wealth Management held 11,856 shares of Apple worth $3.01M as of Q1 2026.
- Cedar Wealth Management bought 999 Apple shares in Q1 2026, an estimated $260K.
- Apple made up 0.88% of Cedar Wealth Management's portfolio in Q1 2026, its #18 holding.
- Cedar Wealth Management first reported a position in Apple in Q2 2016 and has held it in 40 quarters since.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.