CFG Wealth Management Services’s Apple AAPL Stock Holding History

CFG Wealth Management 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	–	Sell	-70	Closed	-$17.8K	–	81
2026 Q1	$17.8K	Hold	70	–	–	0.02%	123
2025 Q4	$19K	Buy	+70	New	+$18.8K	0.02%	127

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

CFG Wealth Management Services's AAPL Position: Q2 2026 in Review

CFG Wealth Management Services sold out of Apple (AAPL) in Q2 2026, closing a stake of 70 shares — an estimated $17.8K sold.

CFG Wealth Management Services first reported a position in AAPL in Q4 2025 and held it in 2 quarters. The position peaked at $19K in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

CFG Wealth Management Services reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
CFG Wealth Management Services sold 70 Apple shares in Q2 2026, an estimated $17.8K.
CFG Wealth Management Services first reported a position in Apple in Q4 2025 and held it in 2 quarters.
CFG Wealth Management Services's Apple position peaked at $19K in Q4 2025.
6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.