Comprehensive Money Management Services’s Apple AAPL Stock Holding History

Comprehensive Money Management Services’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	$1.01M	Sell	3,966 -135	-3%	-$35.1K	0.66%	55
2025 Q4	$1.11M	Hold	4,101	–	–	0.77%	38
2025 Q3	$1.04M	Sell	4,101 -40	-1%	-$9.04K	0.74%	45
2025 Q2	$850K	Buy	4,141 +127	+3%	+$25.6K	0.64%	51
2025 Q1	$892K	Sell	4,014 -480	-11%	-$111K	0.72%	46
2024 Q4	$1.13M	Buy	+4,494	New	+$1.06M	0.93%	30

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Comprehensive Money Management Services's AAPL Position: Q1 2026 in Review

Comprehensive Money Management Services reduced its Apple (AAPL) stake by 3.3% in Q1 2026, selling an estimated $35.1K and leaving 3,966 shares worth $1.01M. The position accounts for 0.66% of the portfolio, ranked #55.

Comprehensive Money Management Services first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2024. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Comprehensive Money Management Services held 3,966 shares of Apple worth $1.01M as of Q1 2026.
Comprehensive Money Management Services sold 135 Apple shares in Q1 2026, an estimated $35.1K.
Apple made up 0.66% of Comprehensive Money Management Services's portfolio in Q1 2026, its #55 holding.
Comprehensive Money Management Services first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's Apple position peaked at $1.13M in Q4 2024.
6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.