ClientFirst Wealth Management’s Apple AAPL Stock Holding History

ClientFirst Wealth Management’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	$3.81M	Buy	15,002 +600	+4%	+$156K	3.21%	5
2025 Q4	$3.92M	Hold	14,402	–	–	3.14%	5
2025 Q3	$3.67M	Hold	14,402	–	–	2.94%	5
2025 Q2	$2.95M	Buy	14,402 +130	+0.9%	+$26.3K	3.02%	5
2025 Q1	$3.17M	Hold	14,272	–	–	3.59%	5
2024 Q4	$3.57M	Buy	+14,272	New	+$3.36M	3.62%	5
2023 Q3	$2.61M	Hold	14,572	–	–	3.18%	5
2023 Q2	$2.78M	Hold	14,572	–	–	3.31%	5
2023 Q1	$2.33M	Sell	14,572 -560	-4%	-$82.6K	3.11%	5
2022 Q4	$1.97M	Hold	15,132	–	–	2.5%	6
2022 Q3	$2.22M	Hold	15,132	–	–	2.76%	6
2022 Q2	$2.07M	Hold	15,132	–	–	3.15%	6
2022 Q1	$2.64M	Hold	15,132	–	–	2.43%	4
2021 Q4	$2.66M	Buy	+15,132	New	+$2.39M	2.38%	4

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClientFirst Wealth Management's AAPL Position: Q1 2026 in Review

ClientFirst Wealth Management increased its Apple (AAPL) stake by 4.2% in Q1 2026, buying an estimated $156K and bringing the position to 15,002 shares worth $3.81M. The position accounts for 3.21% of the portfolio, ranked #5.

ClientFirst Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.92M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

ClientFirst Wealth Management held 15,002 shares of Apple worth $3.81M as of Q1 2026.
ClientFirst Wealth Management bought 600 Apple shares in Q1 2026, an estimated $156K.
Apple made up 3.21% of ClientFirst Wealth Management's portfolio in Q1 2026, its #5 holding.
ClientFirst Wealth Management first reported a position in Apple in Q4 2021 and has held it in 14 quarters since.
ClientFirst Wealth Management's Apple position peaked at $3.92M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.