Centurion Wealth Management’s Apple AAPL Stock Holding History

Centurion Wealth Management’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	$10.9M	Sell	37,697 -10,024	-21%	-$2.87M	2.61%	4
2026 Q1	$12.1M	Sell	47,721 -26,957	-36%	-$7.02M	2.73%	4
2025 Q4	$20.3M	Sell	74,678 -645	-0.9%	-$173K	4.45%	2
2025 Q3	$19.2M	Buy	75,323 +4,276	+6%	+$966K	4.37%	2
2025 Q2	$14.6M	Sell	71,047 -1,699	-2%	-$343K	4.18%	2
2025 Q1	$18.2M	Hold	72,746	–	–	5.7%	2
2024 Q4	$18.2M	Sell	72,746 -436	-0.6%	-$103K	5.7%	2
2024 Q3	$17.1M	Buy	+73,182	New	+$16.3M	5.44%	2
2024 Q1	$13.1M	Buy	76,301 +3	+0%	+$545	5.16%	3
2023 Q4	$14.7M	Sell	76,298 -3,285	-4%	-$607K	6.28%	2
2023 Q3	$13.6M	Buy	79,583 +163	+0.2%	+$29.9K	6.67%	2
2023 Q2	$15.4M	Sell	79,420 -1,520	-2%	-$265K	7.43%	1
2023 Q1	$13.3M	Sell	80,940 -120	-0.1%	-$17.7K	6.76%	2
2022 Q4	$10.5M	Buy	+81,060	New	+$11.6M	5.94%	2

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Centurion Wealth Management's AAPL Position: Q2 2026 in Review

Centurion Wealth Management reduced its Apple (AAPL) stake by 21% in Q2 2026, selling an estimated $2.87M and leaving 37,697 shares worth $10.9M. The position accounts for 2.61% of the portfolio, ranked #4.

Centurion Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.3M in Q4 2025. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Centurion Wealth Management held 37,697 shares of Apple worth $10.9M as of Q2 2026.
Centurion Wealth Management sold 10,024 Apple shares in Q2 2026, an estimated $2.87M.
Apple made up 2.61% of Centurion Wealth Management's portfolio in Q2 2026, its #4 holding.
Centurion Wealth Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's Apple position peaked at $20.3M in Q4 2025.
6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.