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Chancellor Financial Group WB’s Apple AAPL Stock Holding History

Chancellor Financial Group WB’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 		$19.6M Buy
77,103
+199
+0.3% +$51.8K 13.85% 1
2025
Q4 		$20.9M Sell
76,904
-1,891
-2% -$508K 14.17% 1
2025
Q3 		$20.1M Buy
78,795
+259
+0.3% +$58.5K 14.16% 1
2025
Q2 		$16.1M Sell
78,536
-190
-0.2% -$38.4K 12.44% 1
2025
Q1 		$17.5M Sell
78,726
-1,996
-2% -$462K 14.44% 1
2024
Q4 		$20.2M Buy
+80,722
New +$19M 16.28% 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

Chancellor Financial Group WB's AAPL Position: Q1 2026 in Review

Chancellor Financial Group WB increased its Apple (AAPL) stake by 0.26% in Q1 2026, buying an estimated $51.8K and bringing the position to 77,103 shares worth $19.6M. The position accounts for 13.85% of the portfolio, ranked #1.

Chancellor Financial Group WB first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.9M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Chancellor Financial Group WB held 77,103 shares of Apple worth $19.6M as of Q1 2026.
  • Chancellor Financial Group WB bought 199 Apple shares in Q1 2026, an estimated $51.8K.
  • Apple made up 13.85% of Chancellor Financial Group WB's portfolio in Q1 2026, its #1 holding.
  • Chancellor Financial Group WB first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Chancellor Financial Group WB's Apple position peaked at $20.9M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.