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Compass Wealth Management’s Apple AAPL Stock Holding History

Compass 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
Q1 		$2.78M Buy
10,947
+111
+1% +$28.9K 0.69% 55
2025
Q4 		$2.95M Sell
10,836
-232
-2% -$62.3K 0.73% 53
2025
Q3 		$2.82M Sell
11,068
-435
-4% -$98.3K 0.63% 59
2025
Q2 		$2.36M Buy
11,503
+671
+6% +$136K 0.56% 61
2025
Q1 		$2.41M Sell
10,832
-1,070
-9% -$248K 0.61% 62
2024
Q4 		$2.98M Sell
11,902
-656
-5% -$155K 0.72% 54
2024
Q3 		$2.93M Sell
12,558
-641
-5% -$143K 0.69% 56
2024
Q2 		$2.78M Sell
13,199
-267
-2% -$49.8K 0.69% 56
2024
Q1 		$2.31M Buy
13,466
+3,484
+35% +$633K 0.58% 60
2023
Q4 		$1.92M Sell
9,982
-8
-0.1% -$1.48K 0.54% 61
2023
Q3 		$1.71M Sell
9,990
-1,400
-12% -$257K 0.54% 63
2023
Q2 		$2.21M Sell
11,390
-16
-0.1% -$2.79K 0.67% 48
2023
Q1 		$1.88M Sell
11,406
-488
-4% -$72K 0.6% 57
2022
Q4 		$1.55M Buy
+11,894
New +$1.7M 0.51% 66

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

Compass Wealth Management's AAPL Position: Q1 2026 in Review

Compass Wealth Management increased its Apple (AAPL) stake by 1% in Q1 2026, buying an estimated $28.9K and bringing the position to 10,947 shares worth $2.78M. The position accounts for 0.69% of the portfolio, ranked #55.

Compass Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.98M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Compass Wealth Management held 10,947 shares of Apple worth $2.78M as of Q1 2026.
  • Compass Wealth Management bought 111 Apple shares in Q1 2026, an estimated $28.9K.
  • Apple made up 0.69% of Compass Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Compass Wealth Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Compass Wealth Management's Apple position peaked at $2.98M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.