CIA
AAPL icon

Cohen Investment Advisors’s Apple AAPL Stock Holding History

Cohen Investment 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
Q1 		$10.6M Sell
41,703
-353
-0.8% -$91.9K 5.03% 1
2025
Q4 		$11.4M Sell
42,056
-987
-2% -$265K 5.26% 2
2025
Q3 		$11M Sell
43,043
-580
-1% -$131K 5.32% 1
2025
Q2 		$8.95M Sell
43,623
-1,134
-3% -$229K 4.67% 2
2025
Q1 		$9.94M Buy
44,757
+4,324
+11% +$1M 5.77% 1
2024
Q4 		$10.1M Sell
40,433
-5,168
-11% -$1.22M 6.11% 1
2024
Q3 		$10.6M Sell
45,601
-973
-2% -$217K 6.49% 1
2024
Q2 		$7.97M Buy
46,574
+239
+0.5% +$44.6K 6.41% 1
2024
Q1 		$7.95M Buy
46,335
+951
+2% +$173K 5.15% 2
2023
Q4 		$8.74M Sell
45,384
-1,190
-3% -$220K 6.43% 1
2023
Q3 		$7.97M Buy
46,574
+1,918
+4% +$352K 6.41% 1
2023
Q2 		$8.66M Sell
44,656
-5,809
-12% -$1.01M 6.96% 1
2023
Q1 		$8.32M Sell
50,465
-527
-1% -$77.8K 6.58% 1
2022
Q4 		$6.63M Sell
50,992
-79
-0.2% -$11.3K 5.52% 1
2022
Q3 		$7.06M Sell
51,071
-572
-1% -$89.8K 6.48% 1
2022
Q2 		$7.06M Buy
51,643
+1,103
+2% +$167K 6.05% 1
2022
Q1 		$8.82M Sell
50,540
-819
-2% -$138K 6.56% 1
2021
Q4 		$9.12M Sell
51,359
-911
-2% -$144K 6.5% 1
2021
Q3 		$7.4M Sell
52,270
-792
-1% -$117K 5.67% 1
2021
Q2 		$7.27M Sell
53,062
-2,159
-4% -$280K 5.65% 1
2021
Q1 		$6.76M Buy
55,221
+794
+1% +$102K 5.49% 1
2020
Q4 		$7.22M Buy
+54,427
New +$6.55M 6.52% 1

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen Investment Advisors's AAPL Position: Q1 2026 in Review

Cohen Investment Advisors reduced its Apple (AAPL) stake by 0.84% in Q1 2026, selling an estimated $91.9K and leaving 41,703 shares worth $10.6M. The position accounts for 5.03% of the portfolio, ranked #1.

Cohen Investment Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.4M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Cohen Investment Advisors held 41,703 shares of Apple worth $10.6M as of Q1 2026.
  • Cohen Investment Advisors sold 353 Apple shares in Q1 2026, an estimated $91.9K.
  • Apple made up 5.03% of Cohen Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • Cohen Investment Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's Apple position peaked at $11.4M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.