CJM Wealth Advisers
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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
Q3 		$6.44M Sell
19,328
-595
-3% -$191K 1.7% 11
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% -$9.8K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

CJM Wealth Advisers's AAPL Position: Q3 2026 in Review

CJM Wealth Advisers reduced its Apple (AAPL) stake by 3% in Q3 2026, selling an estimated $191K and leaving 19,328 shares worth $6.44M. The position accounts for 1.7% of the portfolio, ranked #11.

CJM Wealth Advisers first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • CJM Wealth Advisers held 19,328 shares of Apple worth $6.44M as of Q3 2026.
  • CJM Wealth Advisers sold 595 Apple shares in Q3 2026, an estimated $191K.
  • Apple made up 1.7% of CJM Wealth Advisers's portfolio in Q3 2026, its #11 holding.
  • CJM Wealth Advisers first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on CJM Wealth Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.