Cobblestone Asset Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.17M Sell
3,504
-140
-4% -$45K 0.47% 35
2026
Q2
$1.05M Sell
3,644
-5,089
-58% -$1.46M 0.44% 38
2026
Q1
$2.22M Buy
8,733
+263
+3% +$68.4K 1% 24
2025
Q4
$2.3M Buy
8,470
+555
+7% +$149K 1.03% 21
2025
Q3
$2.02M Buy
7,915
+117
+2% +$26.4K 0.92% 24
2025
Q2
$1.6M Sell
7,798
-229
-3% -$46.2K 0.84% 25
2025
Q1
$1.78M Buy
8,027
+2,080
+35% +$482K 1.04% 25
2024
Q4
$1.49M Hold
5,947
– – 0.97% 24
2024
Q3
$1.39M Buy
5,947
+112
+2% +$25K 0.83% 20
2024
Q2
$1.23M Hold
5,835
– – 0.8% 20
2024
Q1
$1M Hold
5,835
– – 0.68% 25
2023
Q4
$1.12M Hold
5,835
– – 0.83% 19
2023
Q3
$999K Buy
+5,835
New +$1.07M 0.82% 28

Other funds holding AAPL

Cobblestone Asset Management's AAPL Position: Q3 2026 in Review

Cobblestone Asset Management reduced its Apple (AAPL) stake by 3.8% in Q3 2026, selling an estimated $45K and leaving 3,504 shares worth $1.17M. The position accounts for 0.47% of the portfolio, ranked #35.

Cobblestone Asset Management first reported a position in AAPL in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.3M in Q4 2025. 1,959 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Cobblestone Asset Management held 3,504 shares of Apple worth $1.17M as of Q3 2026.
  • Cobblestone Asset Management sold 140 Apple shares in Q3 2026, an estimated $45K.
  • Apple made up 0.47% of Cobblestone Asset Management's portfolio in Q3 2026, its #35 holding.
  • Cobblestone Asset Management first reported a position in Apple in Q3 2023 and has held it in 13 quarters since.
  • Cobblestone Asset Management's Apple position peaked at $2.3M in Q4 2025.
  • 1,959 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Cobblestone Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.