C1AG
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Client 1st Advisory Group’s Apple AAPL Stock Holding History

Client 1st Advisory 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 		$4.28M Buy
14,781
+1,087
+8% +$311K 1.11% 23
2026
Q1 		$3.48M Buy
13,694
+441
+3% +$115K 1.06% 22
2025
Q4 		$3.6M Buy
13,253
+276
+2% +$74.1K 1.13% 22
2025
Q3 		$3.3M Buy
12,977
+346
+3% +$78.2K 1.09% 21
2025
Q2 		$2.59M Buy
12,631
+100
+0.8% +$20.2K 0.94% 21
2025
Q1 		$2.78M Sell
12,531
-75
-0.6% -$17.4K 1.08% 19
2024
Q4 		$3.16M Sell
12,606
-370
-3% -$87.2K 1.21% 18
2024
Q3 		$3.02M Buy
12,976
+962
+8% +$215K 1.2% 16
2024
Q2 		$2.53M Sell
12,014
-904
-7% -$169K 1.09% 16
2024
Q1 		$2.22M Buy
12,918
+200
+2% +$36.4K 0.99% 18
2023
Q4 		$2.45M Sell
12,718
-90
-0.7% -$16.6K 1.19% 17
2023
Q3 		$2.19M Buy
12,808
+1,000
+8% +$183K 1.16% 20
2023
Q2 		$2.29M Sell
11,808
-106
-0.9% -$18.5K 1.21% 19
2023
Q1 		$1.96M Buy
11,914
+593
+5% +$87.5K 1.07% 20
2022
Q4 		$1.47M Buy
11,321
+1,001
+10% +$143K 0.86% 22
2022
Q3 		$1.43M Buy
10,320
+800
+8% +$126K 0.89% 20
2022
Q2 		$1.3M Buy
9,520
+1,454
+18% +$220K 0.77% 22
2022
Q1 		$1.41M Hold
8,066
– – 0.69% 24
2021
Q4 		$1.43M Buy
8,066
+1,688
+26% +$267K 0.7% 23
2021
Q3 		$902K Buy
6,378
+1,885
+42% +$278K 0.46% 32
2021
Q2 		$615K Buy
4,493
+276
+7% +$35.8K 0.32% 38
2021
Q1 		$515K Sell
4,217
-156
-4% -$20K 0.29% 41
2020
Q4 		$556K Hold
4,373
– – 0.36% 31
2020
Q3 		$523K Sell
4,373
-331
-7% -$36.1K 0.37% 31
2020
Q2 		$446K Sell
4,704
-632
-12% -$49K 0.37% 34
2020
Q1 		$339K Sell
5,336
-548
-9% -$40.3K 0.36% 38
2019
Q4 		$432K Buy
+5,884
New +$379K 0.43% 36

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Client 1st Advisory Group's AAPL Position: Q2 2026 in Review

Client 1st Advisory Group increased its Apple (AAPL) stake by 7.9% in Q2 2026, buying an estimated $311K and bringing the position to 14,781 shares worth $4.28M. The position accounts for 1.11% of the portfolio, ranked #23.

Client 1st Advisory Group first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Client 1st Advisory Group held 14,781 shares of Apple worth $4.28M as of Q2 2026.
  • Client 1st Advisory Group bought 1,087 Apple shares in Q2 2026, an estimated $311K.
  • Apple made up 1.11% of Client 1st Advisory Group's portfolio in Q2 2026, its #23 holding.
  • Client 1st Advisory Group first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.