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CMH Wealth Management’s Apple AAPL Stock Holding History

CMH 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 		$25.2M Sell
87,186
-1,685
-2% -$482K 3.85% 4
2026
Q1 		$22.6M Buy
88,871
+12,878
+17% +$3.35M 3.87% 4
2025
Q4 		$20.7M Sell
75,993
-1,407
-2% -$378K 4.43% 5
2025
Q3 		$19.7M Sell
77,400
-21,200
-22% -$4.79M 4.2% 5
2025
Q2 		$20.2M Sell
98,600
-9,574
-9% -$1.93M 4.71% 4
2025
Q1 		$24M Buy
108,174
+1,077
+1% +$250K 6.02% 2
2024
Q4 		$26.8M Buy
107,097
+935
+0.9% +$220K 6.14% 3
2024
Q3 		$24.7M Sell
106,162
-650
-0.6% -$145K 5.82% 2
2024
Q2 		$22.5M Sell
106,812
-2,024
-2% -$377K 5.54% 4
2024
Q1 		$18.7M Sell
108,836
-6,147
-5% -$1.12M 4.74% 4
2023
Q4 		$22.1M Sell
114,983
-483
-0.4% -$89.2K 5.37% 4
2023
Q3 		$19.8M Buy
115,466
+3,313
+3% +$608K 5.53% 4
2023
Q2 		$21.8M Sell
112,153
-614
-0.5% -$107K 5.85% 2
2023
Q1 		$18.6M Sell
112,767
-9,685
-8% -$1.43M 5.37% 3
2022
Q4 		$15.9M Buy
122,452
+3,350
+3% +$479K 5.11% 2
2022
Q3 		$16.5M Sell
119,102
-10,018
-8% -$1.57M 6.03% 3
2022
Q2 		$17.7M Sell
129,120
-333
-0.3% -$50.4K 6.38% 4
2022
Q1 		$22.6M Buy
129,453
+3,594
+3% +$604K 6.95% 3
2021
Q4 		$22.3M Buy
125,859
+4,772
+4% +$754K 6.74% 2
2021
Q3 		$17.1M Sell
121,087
-12,383
-9% -$1.82M 5.62% 5
2021
Q2 		$18.3M Buy
133,470
+7,999
+6% +$1.04M 6.11% 4
2021
Q1 		$15.3M Sell
125,471
-27,981
-18% -$3.59M 5.77% 3
2020
Q4 		$20.4M Buy
153,452
+2,079
+1% +$250K 7.46% 1
2020
Q3 		$17.5M Buy
151,373
+1,013
+0.7% +$111K 7.5% 2
2020
Q2 		$13.7M Buy
150,360
+30,816
+26% +$2.39M 6.55% 2
2020
Q1 		$7.6M Buy
119,544
+21,860
+22% +$1.61M 4.44% 6
2019
Q4 		$7.17M Sell
97,684
-5,848
-6% -$376K 3.68% 5
2019
Q3 		$5.8M Sell
103,532
-21,280
-17% -$1.11M 3.28% 7
2019
Q2 		$6.18M Sell
124,812
-2,576
-2% -$126K 3.62% 5
2019
Q1 		$6.05M Buy
127,388
+10,540
+9% +$447K 3.66% 6
2018
Q4 		$4.61M Sell
116,848
-15,660
-12% -$759K 2.78% 10
2018
Q3 		$7.53M Sell
132,508
-7,060
-5% -$368K 3.94% 4
2018
Q2 		$6.53M Buy
139,568
+14,800
+12% +$671K 3.73% 6
2018
Q1 		$5.2M Sell
124,768
-160
-0.1% -$6.89K 3.51% 6
2017
Q4 		$5.38M Buy
124,928
+4,680
+4% +$196K 3.56% 6
2017
Q3 		$4.62M Buy
120,248
+4,588
+4% +$178K 3.43% 7
2017
Q2 		$4.2M Buy
115,660
+460
+0.4% +$17K 3.35% 9
2017
Q1 		$4.08M Sell
115,200
-160
-0.1% -$5.27K 3.2% 9
2016
Q4 		$3.46M Buy
+115,360
New +$3.27M 3.03% 6

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

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

CMH Wealth Management reduced its Apple (AAPL) stake by 1.9% in Q2 2026, selling an estimated $482K and leaving 87,186 shares worth $25.2M. The position accounts for 3.85% of the portfolio, ranked #4.

CMH Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. The position peaked at $26.8M in Q4 2024. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CMH Wealth Management held 87,186 shares of Apple worth $25.2M as of Q2 2026.
  • CMH Wealth Management sold 1,685 Apple shares in Q2 2026, an estimated $482K.
  • Apple made up 3.85% of CMH Wealth Management's portfolio in Q2 2026, its #4 holding.
  • CMH Wealth Management first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
  • CMH Wealth Management's Apple position peaked at $26.8M in Q4 2024.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.