Chesapeake Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.3M | Sell |
44,577
-1,298
| -3% | -$338K | 3.47% | 3 |
|
|
2025
Q4 | $12.5M | Sell |
45,875
-979
| -2% | -$263K | 3.71% | 3 |
|
|
2025
Q3 | $11.9M | Sell |
46,854
-378
| -0.8% | -$85.4K | 3.64% | 3 |
|
|
2025
Q2 | $9.69M | Sell |
47,232
-287
| -0.6% | -$58K | 3.23% | 4 |
|
|
2025
Q1 | $10.6M | Sell |
47,519
-1,018
| -2% | -$236K | 3.77% | 3 |
|
|
2024
Q4 | $12.2M | Sell |
48,537
-866
| -2% | -$204K | 4.17% | 3 |
|
|
2024
Q3 | $11.5M | Sell |
49,403
-695
| -1% | -$155K | 3.93% | 3 |
|
|
2024
Q2 | $10.6M | Sell |
50,098
-98
| -0.2% | -$18.3K | 3.83% | 3 |
|
|
2024
Q1 | $8.61M | Sell |
50,196
-650
| -1% | -$118K | 3.14% | 4 |
|
|
2023
Q4 | $9.79M | Sell |
50,846
-995
| -2% | -$184K | 3.78% | 3 |
|
|
2023
Q3 | $8.88M | Sell |
51,841
-855
| -2% | -$157K | 3.7% | 4 |
|
|
2023
Q2 | $10.2M | Sell |
52,696
-127
| -0.2% | -$22.1K | 4.03% | 3 |
|
|
2023
Q1 | $8.71M | Sell |
52,823
-487
| -0.9% | -$71.9K | 3.63% | 4 |
|
|
2022
Q4 | $6.93M | Sell |
53,310
-863
| -2% | -$123K | 3.03% | 4 |
|
|
2022
Q3 | $7.49M | Sell |
54,173
-413
| -0.8% | -$64.8K | 3.42% | 4 |
|
|
2022
Q2 | $7.46M | Sell |
54,586
-629
| -1% | -$95.3K | 3.19% | 5 |
|
|
2022
Q1 | $9.64M | Sell |
55,215
-730
| -1% | -$123K | 3.5% | 4 |
|
|
2021
Q4 | $9.93M | Buy |
55,945
+88
| +0.2% | +$13.9K | 3.34% | 4 |
|
|
2021
Q3 | $7.9M | Sell |
55,857
-4,920
| -8% | -$724K | 2.83% | 6 |
|
|
2021
Q2 | $8.32M | Sell |
60,777
-1,259
| -2% | -$163K | 2.7% | 6 |
|
|
2021
Q1 | $7.58M | Buy |
62,036
+1,129
| +2% | +$145K | 2.54% | 6 |
|
|
2020
Q4 | $8.08M | Buy |
60,907
+859
| +1% | +$103K | 2.75% | 6 |
|
|
2020
Q3 | $6.95M | Buy |
60,048
+3,692
| +7% | +$403K | 2.6% | 7 |
|
|
2020
Q2 | $5.14M | Sell |
56,356
-380
| -0.7% | -$29.4K | 2.05% | 11 |
|
|
2020
Q1 | $3.61M | Sell |
56,736
-596
| -1% | -$43.8K | 1.67% | 11 |
|
|
2019
Q4 | $4.21M | Sell |
57,332
-1,632
| -3% | -$105K | 1.62% | 11 |
|
|
2019
Q3 | $3.3M | Sell |
58,964
-444
| -0.7% | -$23.2K | 1.35% | 13 |
|
|
2019
Q2 | $2.94M | Buy |
59,408
+96
| +0.2% | +$4.68K | 1.23% | 14 |
|
|
2019
Q1 | $2.82M | Sell |
59,312
-3,356
| -5% | -$142K | 1.24% | 14 |
|
|
2018
Q4 | $2.47M | Sell |
62,668
-2,576
| -4% | -$125K | 1.22% | 14 |
|
|
2018
Q3 | $3.68M | Sell |
65,244
-2,196
| -3% | -$114K | 1.64% | 13 |
|
|
2018
Q2 | $3.12M | Sell |
67,440
-5,288
| -7% | -$240K | 1.44% | 13 |
|
|
2018
Q1 | $3.05M | Buy |
+72,728
| New | +$3.13M | 1.41% | 13 |
|
Other funds holding AAPL
VCM
VPM
Chesapeake Wealth Management's AAPL Position: Q1 2026 in Review
Chesapeake Wealth Management reduced its Apple (AAPL) stake by 2.8% in Q1 2026, selling an estimated $338K and leaving 44,577 shares worth $11.3M. The position accounts for 3.47% of the portfolio, ranked #3.
Chesapeake Wealth Management first reported a position in AAPL in Q1 2018 and has held it in 33 quarters since. The position peaked at $12.5M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Chesapeake Wealth Management held 44,577 shares of Apple worth $11.3M as of Q1 2026.
- Chesapeake Wealth Management sold 1,298 Apple shares in Q1 2026, an estimated $338K.
- Apple made up 3.47% of Chesapeake Wealth Management's portfolio in Q1 2026, its #3 holding.
- Chesapeake Wealth Management first reported a position in Apple in Q1 2018 and has held it in 33 quarters since.
- Chesapeake Wealth Management's Apple position peaked at $12.5M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.