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CJM Wealth Advisers’s Apple AAPL Stock Holding History

CJM Wealth Advisers’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 		$5.77M Sell
19,923
-35
-0.2% -$10K 1.51% 11
2026
Q1 		$5.07M Buy
19,958
+127
+0.6% +$33.1K 1.54% 11
2025
Q4 		$5.39M Sell
19,831
-628
-3% -$169K 1.61% 11
2025
Q3 		$5.21M Sell
20,459
-1,264
-6% -$286K 1.6% 11
2025
Q2 		$4.46M Sell
21,723
-311
-1% -$62.8K 1.48% 10
2025
Q1 		$4.89M Sell
22,034
-1,707
-7% -$395K 1.73% 9
2024
Q4 		$5.95M Buy
23,741
+3,226
+16% +$760K 2% 8
2024
Q3 		$4.78M Buy
20,515
+1,989
+11% +$444K 1.64% 9
2024
Q2 		$4.02M Sell
18,526
-2
-0% -$373 1.48% 10
2024
Q1 		$3.18M Buy
18,528
+100
+0.5% +$18.2K 1.2% 10
2023
Q4 		$3.55M Sell
18,428
-98
-0.5% -$18.1K 1.57% 10
2023
Q3 		$3.17M Buy
18,526
+416
+2% +$76.3K 1.54% 11
2023
Q2 		$3.51M Sell
18,110
-56
-0.3% -$9.76K 1.78% 11
2023
Q1 		$3M Buy
18,166
+203
+1% +$30K 1.71% 10
2022
Q4 		$2.33M Buy
17,963
+94
+0.5% +$13.4K 1.44% 12
2022
Q3 		$2.47M Sell
17,869
-536
-3% -$84.1K 1.76% 9
2022
Q2 		$2.52M Buy
18,405
+926
+5% +$140K 1.75% 9
2022
Q1 		$3.05M Buy
17,479
+1
+0% +$168 2.09% 10
2021
Q4 		$3.1M Buy
+17,478
New +$2.76M 2.21% 10

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CJM Wealth Advisers's AAPL Position: Q2 2026 in Review

CJM Wealth Advisers reduced its Apple (AAPL) stake by 0.18% in Q2 2026, selling an estimated $10K and leaving 19,923 shares worth $5.77M. The position accounts for 1.51% of the portfolio, ranked #11.

CJM Wealth Advisers first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.95M in Q4 2024. 1,520 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CJM Wealth Advisers held 19,923 shares of Apple worth $5.77M as of Q2 2026.
  • CJM Wealth Advisers sold 35 Apple shares in Q2 2026, an estimated $10K.
  • Apple made up 1.51% of CJM Wealth Advisers's portfolio in Q2 2026, its #11 holding.
  • CJM Wealth Advisers first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • CJM Wealth Advisers's Apple position peaked at $5.95M in Q4 2024.
  • 1,520 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.