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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's AAPL Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors increased its Apple (AAPL) stake by 1.8% in Q1 2026, buying an estimated $432K and bringing the position to 93,156 shares worth $23.6M. The position accounts for 12.63% of the portfolio, ranked #3.

Chokshi & Queen Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.9M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Chokshi & Queen Wealth Advisors held 93,156 shares of Apple worth $23.6M as of Q1 2026.
Chokshi & Queen Wealth Advisors bought 1,661 Apple shares in Q1 2026, an estimated $432K.
Apple made up 12.63% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #3 holding.
Chokshi & Queen Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
Chokshi & Queen Wealth Advisors's Apple position peaked at $24.9M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.