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Chicago Wealth Management’s Apple AAPL Stock Holding History

Chicago Wealth Management’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 		$3.46M Buy
13,645
+10
+0.1% +$2.6K 1.38% 24
2025
Q4 		$3.71M Buy
13,635
+10
+0.1% +$2.69K 1.49% 20
2025
Q3 		$3.47M Buy
13,625
+13
+0.1% +$2.94K 1.51% 20
2025
Q2 		$2.79M Sell
13,612
-266
-2% -$53.7K 1.33% 21
2025
Q1 		$3.08M Sell
13,878
-88
-0.6% -$20.4K 1.62% 20
2024
Q4 		$3.5M Buy
13,966
+33
+0.2% +$7.78K 1.82% 19
2024
Q3 		$3.25M Sell
13,933
-3
-0% -$670 1.73% 20
2024
Q2 		$2.94M Buy
13,936
+13
+0.1% +$2.42K 1.69% 19
2024
Q1 		$2.39M Buy
13,923
+162
+1% +$29.5K 1.42% 20
2023
Q4 		$2.65M Buy
13,761
+3
+0% +$554 1.81% 18
2023
Q3 		$2.36M Sell
13,758
-92
-0.7% -$16.9K 1.86% 17
2023
Q2 		$2.69M Sell
13,850
-275
-2% -$47.9K 2.05% 19
2023
Q1 		$2.33M Buy
14,125
+387
+3% +$57.1K 1.85% 18
2022
Q4 		$1.78M Sell
13,738
-785
-5% -$112K 1.54% 14
2022
Q3 		$2.01M Buy
14,523
+12
+0.1% +$1.88K 1.92% 12
2022
Q2 		$1.98M Buy
14,511
+15
+0.1% +$2.27K 1.77% 12
2022
Q1 		$2.53M Buy
14,496
+12
+0.1% +$2.02K 1.7% 18
2021
Q4 		$2.57M Buy
14,484
+14
+0.1% +$2.21K 1.72% 17
2021
Q3 		$2.05M Sell
14,470
-335
-2% -$49.3K 1.49% 16
2021
Q2 		$2.03M Sell
14,805
-84
-0.6% -$10.9K 1.46% 17
2021
Q1 		$1.82M Buy
14,889
+1,821
+14% +$234K 1.45% 17
2020
Q4 		$1.73M Buy
13,068
+51
+0.4% +$6.13K 1.6% 13
2020
Q3 		$1.51M Buy
13,017
+17
+0.1% +$1.85K 1.7% 14
2020
Q2 		$1.19M Buy
13,000
+24
+0.2% +$1.86K 1.45% 14
2020
Q1 		$825K Buy
12,976
+24
+0.2% +$1.76K 0.97% 5
2019
Q4 		$951K Buy
+12,952
New +$833K 0.91% 20

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

Chicago Wealth Management's AAPL Position: Q1 2026 in Review

Chicago Wealth Management increased its Apple (AAPL) stake by 0.07% in Q1 2026, buying an estimated $2.6K and bringing the position to 13,645 shares worth $3.46M. The position accounts for 1.38% of the portfolio, ranked #24.

Chicago Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.71M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Chicago Wealth Management held 13,645 shares of Apple worth $3.46M as of Q1 2026.
  • Chicago Wealth Management bought 10 Apple shares in Q1 2026, an estimated $2.6K.
  • Apple made up 1.38% of Chicago Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Chicago Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Chicago Wealth Management's Apple position peaked at $3.71M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.