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CFM Wealth Partners’s Apple AAPL Stock Holding History

CFM Wealth Partners’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 		$69.9M Sell
275,465
-2,421
-0.9% -$630K 10.48% 2
2025
Q4 		$75.5M Sell
277,886
-11,133
-4% -$2.99M 10.9% 2
2025
Q3 		$73.6M Sell
289,019
-1,052
-0.4% -$238K 10.68% 2
2025
Q2 		$59.5M Sell
290,071
-4,472
-2% -$903K 9.47% 2
2025
Q1 		$65.4M Buy
294,543
+22
+0% +$5.1K 11.54% 1
2024
Q4 		$73.8M Sell
294,521
-5,370
-2% -$1.27M 12.44% 2
2024
Q3 		$69.9M Buy
299,891
+155
+0.1% +$34.6K 12.2% 2
2024
Q2 		$63.1M Sell
299,736
-1,518
-0.5% -$283K 11.6% 2
2024
Q1 		$51.7M Sell
301,254
-5,125
-2% -$932K 10.37% 2
2023
Q4 		$59M Sell
306,379
-4,189
-1% -$773K 13.34% 1
2023
Q3 		$53.2M Buy
310,568
+8,285
+3% +$1.52M 13.93% 1
2023
Q2 		$58.6M Sell
302,283
-2,546
-0.8% -$444K 14.24% 1
2023
Q1 		$50.3M Sell
304,829
-549
-0.2% -$81K 13.55% 1
2022
Q4 		$39.7M Sell
305,378
-1,911
-0.6% -$273K 11.88% 1
2022
Q3 		$42.5M Sell
307,289
-391
-0.1% -$61.4K 13.56% 1
2022
Q2 		$42.1M Sell
307,680
-6,339
-2% -$960K 12.63% 1
2022
Q1 		$54.8M Sell
314,019
-6,655
-2% -$1.12M 13.12% 1
2021
Q4 		$58.4M Sell
320,674
-2,287
-0.7% -$361K 13.03% 1
2021
Q3 		$45.7M Buy
322,961
+336
+0.1% +$49.5K 11.49% 1
2021
Q2 		$44.2M Sell
322,625
-11,731
-4% -$1.52M 11.73% 1
2021
Q1 		$40.8M Sell
334,356
-5,220
-2% -$670K 12.32% 1
2020
Q4 		$45.1M Sell
339,576
-2,765
-0.8% -$333K 14.37% 1
2020
Q3 		$39.6M Sell
342,341
-20,239
-6% -$2.21M 14.46% 1
2020
Q2 		$33.1M Sell
362,580
-24,900
-6% -$1.93M 12.57% 1
2020
Q1 		$24.6M Buy
387,480
+1,740
+0.5% +$128K 11.44% 1
2019
Q4 		$30.4M Buy
+385,740
New +$24.8M 11.2% 1

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

CFM Wealth Partners's AAPL Position: Q1 2026 in Review

CFM Wealth Partners reduced its Apple (AAPL) stake by 0.87% in Q1 2026, selling an estimated $630K and leaving 275,465 shares worth $69.9M. The position accounts for 10.48% of the portfolio, ranked #2.

CFM Wealth Partners first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $75.5M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • CFM Wealth Partners held 275,465 shares of Apple worth $69.9M as of Q1 2026.
  • CFM Wealth Partners sold 2,421 Apple shares in Q1 2026, an estimated $630K.
  • Apple made up 10.48% of CFM Wealth Partners's portfolio in Q1 2026, its #2 holding.
  • CFM Wealth Partners first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • CFM Wealth Partners's Apple position peaked at $75.5M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.