CWIG
AAPL icon

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
Q2 		$5.57M Sell
19,264
-1,000
-5% -$286K 3.67% 7
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 $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

Chung Wu Investment Group's AAPL Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Apple (AAPL) stake by 4.9% in Q2 2026, selling an estimated $286K and leaving 19,264 shares worth $5.57M. The position accounts for 3.67% of the portfolio, ranked #7.

Chung Wu Investment Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.64M in Q4 2024. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Chung Wu Investment Group held 19,264 shares of Apple worth $5.57M as of Q2 2026.
  • Chung Wu Investment Group sold 1,000 Apple shares in Q2 2026, an estimated $286K.
  • Apple made up 3.67% of Chung Wu Investment Group's portfolio in Q2 2026, its #7 holding.
  • Chung Wu Investment Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Chung Wu Investment Group's Apple position peaked at $6.64M in Q4 2024.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.