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Chung Wu Investment Group’s Apple AAPL Stock Holding History

Chung Wu Investment Group’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 		$5.14M Sell
20,264
-600
-3% -$156K 4.43% 6
2025
Q4 		$5.67M Buy
20,864
+230
+1% +$61.7K 4.64% 6
2025
Q3 		$5.25M Buy
20,634
+2,316
+13% +$523K 4.38% 5
2025
Q2 		$3.76M Sell
18,318
-5,385
-23% -$1.09M 3.92% 6
2025
Q1 		$5.27M Sell
23,703
-2,810
-11% -$651K 6.29% 4
2024
Q4 		$6.64M Buy
+26,513
New +$6.25M 6.69% 5

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

Chung Wu Investment Group's AAPL Position: Q1 2026 in Review

Chung Wu Investment Group reduced its Apple (AAPL) stake by 2.9% in Q1 2026, selling an estimated $156K and leaving 20,264 shares worth $5.14M. The position accounts for 4.43% of the portfolio, ranked #6.

Chung Wu Investment Group first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.64M in Q4 2024. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Chung Wu Investment Group held 20,264 shares of Apple worth $5.14M as of Q1 2026.
  • Chung Wu Investment Group sold 600 Apple shares in Q1 2026, an estimated $156K.
  • Apple made up 4.43% of Chung Wu Investment Group's portfolio in Q1 2026, its #6 holding.
  • Chung Wu Investment Group first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Chung Wu Investment Group's Apple position peaked at $6.64M in Q4 2024.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.