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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
2023
Q1 		– Sell
-300
Closed -$39K – 167
2022
Q4 		$39K Buy
+300
New +$42.9K 0.02% 158

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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. 4,143 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.
  • 4,143 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.