CQWA
AAPL icon

Chokshi & Queen Wealth Advisors’s Apple AAPL Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$27.5M Buy
95,107
+1,951
+2% +$558K 12.74% 3
2026
Q1 		$23.6M Buy
93,156
+1,661
+2% +$432K 12.63% 3
2025
Q4 		$24.9M Sell
91,495
-176
-0.2% -$47.2K 13% 3
2025
Q3 		$23.3M Sell
91,671
-2,140
-2% -$483K 12.36% 3
2025
Q2 		$19.2M Buy
93,811
+3,909
+4% +$789K 11.03% 3
2025
Q1 		$20M Buy
89,902
+212
+0.2% +$49.1K 12.18% 3
2024
Q4 		$22.5M Buy
+89,690
New +$21.1M 13.94% 3

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Chokshi & Queen Wealth Advisors's AAPL Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors increased its Apple (AAPL) stake by 2.1% in Q2 2026, buying an estimated $558K and bringing the position to 95,107 shares worth $27.5M. The position accounts for 12.74% of the portfolio, ranked #3.

Chokshi & Queen Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,126 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 95,107 shares of Apple worth $27.5M as of Q2 2026.
  • Chokshi & Queen Wealth Advisors bought 1,951 Apple shares in Q2 2026, an estimated $558K.
  • Apple made up 12.74% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,126 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.