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 Q2	$4.34M	Hold	15,002	–	–	3.57%	5
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClientFirst Wealth Management's AAPL Position: Q2 2026 in Review

ClientFirst Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 15,002 shares worth $4.34M. The position accounts for 3.57% of the portfolio, ranked #5.

ClientFirst Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 15 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

ClientFirst Wealth Management held 15,002 shares of Apple worth $4.34M as of Q2 2026.
ClientFirst Wealth Management left its Apple share count unchanged in Q2 2026.
Apple made up 3.57% of ClientFirst Wealth Management's portfolio in Q2 2026, its #5 holding.
ClientFirst Wealth Management first reported a position in Apple in Q4 2021 and has held it in 15 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.