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CM Wealth Advisors’s Apple AAPL Stock Holding History

CM Wealth Advisors’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 		$11.9M Buy
41,103
+496
+1% +$142K 2.15% 10
2026
Q1 		$10.3M Buy
40,607
+120
+0.3% +$31.2K 2.19% 11
2025
Q4 		$11M Buy
40,487
+10,865
+37% +$2.92M 2.49% 10
2025
Q3 		$7.54M Sell
29,622
-2,000
-6% -$452K 1.99% 12
2025
Q2 		$6.49M Buy
31,622
+1,388
+5% +$280K 1.91% 12
2025
Q1 		$6.72M Sell
30,234
-235
-0.8% -$54.4K 2.15% 12
2024
Q4 		$7.63M Buy
30,469
+22,250
+271% +$5.24M 2.49% 9
2024
Q3 		$1.92M Hold
8,219
– – 0.62% 19
2024
Q2 		$1.73M Sell
8,219
-5,775
-41% -$1.08M 0.82% 15
2024
Q1 		$2.55M Buy
13,994
+8,603
+160% +$1.56M 0.73% 18
2023
Q4 		$1.04M Hold
5,391
– – 0.45% 21
2023
Q3 		$1.01M Sell
5,391
-31,774
-85% -$5.83M 0.39% 22
2023
Q2 		$7.28M Buy
37,165
+30,647
+470% +$5.34M 2.39% 8
2023
Q1 		$1.07M Buy
6,518
+972
+18% +$143K 0.21% 144
2022
Q4 		$721K Sell
5,546
-190
-3% -$27.2K 0.37% 27
2022
Q3 		$793M Sell
5,736
-130
-2% -$20.4K 0.44% 23
2022
Q2 		$802K Buy
+5,866
New +$888K 0.49% 25

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CM Wealth Advisors's AAPL Position: Q2 2026 in Review

CM Wealth Advisors increased its Apple (AAPL) stake by 1.2% in Q2 2026, buying an estimated $142K and bringing the position to 41,103 shares worth $11.9M. The position accounts for 2.15% of the portfolio, ranked #10.

CM Wealth Advisors first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. The position peaked at $793M in Q3 2022. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CM Wealth Advisors held 41,103 shares of Apple worth $11.9M as of Q2 2026.
  • CM Wealth Advisors bought 496 Apple shares in Q2 2026, an estimated $142K.
  • Apple made up 2.15% of CM Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • CM Wealth Advisors first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
  • CM Wealth Advisors's Apple position peaked at $793M in Q3 2022.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.