CIAS
AAPL icon

CFS Investment Advisory Services’s Apple AAPL Stock Holding History

CFS Investment Advisory 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 		$20.3M Sell
65,892
-365
-0.6% -$104K 1.36% 15
2026
Q1 		$17.9M Buy
66,257
+1,254
+2% +$326K 1.23% 19
2025
Q4 		$17.7M Buy
65,003
+5,114
+9% +$1.37M 1.29% 20
2025
Q3 		$15.7M Buy
59,889
+1,539
+3% +$348K 1.17% 23
2025
Q2 		$12M Sell
58,350
-937
-2% -$189K 0.98% 27
2025
Q1 		$13.2M Buy
59,287
+1,199
+2% +$278K 1.17% 24
2024
Q4 		$14.5M Buy
58,088
+2,136
+4% +$503K 1.3% 20
2024
Q3 		$13M Buy
+55,952
New +$12.5M 1.1% 21
2024
Q2 		– Sell
-53,454
Closed -$9.17M – 258
2024
Q1 		$9.17M Buy
53,454
+1,813
+4% +$330K 1.54% 11
2023
Q4 		$9.94M Buy
51,641
+2,216
+4% +$409K 1.79% 12
2023
Q3 		$8.46M Buy
+49,425
New +$9.06M 1.35% 19
2022
Q4 		– Sell
-6,024,330
Closed -$65K – 127
2022
Q3 		$65K Buy
6,024,330
+5,983,608
+14,694% +$939M 0.01% 130
2022
Q2 		$5.57M Sell
40,722
-7,416,331
-99% -$1.12B 0.85% 23
2022
Q1 		$47K Buy
7,457,053
+7,416,445
+18,264% +$1.25B 0.2% 62
2021
Q4 		$7.08M Buy
40,608
+239
+0.6% +$37.8K 0.95% 17
2021
Q3 		$5.69M Buy
40,369
+36,136
+854% +$5.32M 0.78% 28
2021
Q2 		$580K Buy
+4,233
New +$548K 0.53% 16
2020
Q4 		$5.38M Buy
+40,560
New +$4.88M 0.86% 25

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CFS Investment Advisory Services's AAPL Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Apple (AAPL) stake by 0.55% in Q2 2026, selling an estimated $104K and leaving 65,892 shares worth $20.3M. The position accounts for 1.36% of the portfolio, ranked #15.

CFS Investment Advisory Services first reported a position in AAPL in Q4 2020 and has held it in 18 quarters since. 3,571 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CFS Investment Advisory Services held 65,892 shares of Apple worth $20.3M as of Q2 2026.
  • CFS Investment Advisory Services sold 365 Apple shares in Q2 2026, an estimated $104K.
  • Apple made up 1.36% of CFS Investment Advisory Services's portfolio in Q2 2026, its #15 holding.
  • CFS Investment Advisory Services first reported a position in Apple in Q4 2020 and has held it in 18 quarters since.
  • 3,571 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.