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Comprehensive Financial Consultants Institutional’s Apple AAPL Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$8.14M Sell
28,144
-197
-0.7% -$56.3K 2.15% 4
2026
Q1 		$7.19M Sell
28,341
-54
-0.2% -$14.1K 2.14% 3
2025
Q4 		$7.72M Sell
28,395
-1,642
-5% -$441K 2.33% 3
2025
Q3 		$7.65M Buy
30,037
+229
+0.8% +$51.7K 2.37% 3
2025
Q2 		$6.12M Buy
29,808
+728
+3% +$147K 2.01% 5
2025
Q1 		$6.46M Buy
29,080
+257
+0.9% +$59.5K 2.3% 2
2024
Q4 		$7.22M Buy
28,823
+290
+1% +$68.3K 2.63% 2
2024
Q3 		$6.65M Sell
28,533
-729
-2% -$163K 2.43% 2
2024
Q2 		$6.16M Buy
29,262
+878
+3% +$164K 2.41% 3
2024
Q1 		$4.87M Buy
28,384
+1,406
+5% +$256K 2.02% 5
2023
Q4 		$5.19M Sell
26,978
-569
-2% -$105K 2.42% 3
2023
Q3 		$4.72M Buy
27,547
+982
+4% +$180K 2.48% 1
2023
Q2 		$5.15M Sell
26,565
-1,955
-7% -$341K 2.72% 1
2023
Q1 		$4.7M Buy
28,520
+2,496
+10% +$368K 2.66% 1
2022
Q4 		$3.47M Buy
26,024
+1,016
+4% +$145K 2.1% 3
2022
Q3 		$3.56M Buy
25,008
+1,237
+5% +$194K 2.35% 1
2022
Q2 		$3.47M Buy
+23,771
New +$3.6M 2.46% 1
2022
Q1 		– Sell
-24,018
Closed -$3.96M – 156
2021
Q4 		$3.96M Buy
+24,018
New +$3.8M 2.54% 1

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

Comprehensive Financial Consultants Institutional's AAPL Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Apple (AAPL) stake by 0.7% in Q2 2026, selling an estimated $56.3K and leaving 28,144 shares worth $8.14M. The position accounts for 2.15% of the portfolio, ranked #4.

Comprehensive Financial Consultants Institutional first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 28,144 shares of Apple worth $8.14M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 197 Apple shares in Q2 2026, an estimated $56.3K.
  • Apple made up 2.15% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #4 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.