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Center for Wealth Management Advisory’s Apple AAPL Stock Holding History

Center for Wealth Management Advisory’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 		$3.96M Buy
15,584
+66
+0.4% +$17.2K 2.85% 6
2025
Q4 		$4.22M Buy
+15,518
New +$4.17M 3.11% 6

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

Center for Wealth Management Advisory's AAPL Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its Apple (AAPL) stake by 0.43% in Q1 2026, buying an estimated $17.2K and bringing the position to 15,584 shares worth $3.96M. The position accounts for 2.85% of the portfolio, ranked #6.

Center for Wealth Management Advisory first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.22M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Center for Wealth Management Advisory held 15,584 shares of Apple worth $3.96M as of Q1 2026.
  • Center for Wealth Management Advisory bought 66 Apple shares in Q1 2026, an estimated $17.2K.
  • Apple made up 2.85% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #6 holding.
  • Center for Wealth Management Advisory first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
  • Center for Wealth Management Advisory's Apple position peaked at $4.22M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.