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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
Q2 		$1.15M Sell
3,961
-5
-0.1% -$1.43K 0.72% 47
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
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 Money Management Services's AAPL Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its Apple (AAPL) stake by 0.13% in Q2 2026, selling an estimated $1.43K and leaving 3,961 shares worth $1.15M. The position accounts for 0.72% of the portfolio, ranked #47.

Comprehensive Money Management Services first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Comprehensive Money Management Services held 3,961 shares of Apple worth $1.15M as of Q2 2026.
  • Comprehensive Money Management Services sold 5 Apple shares in Q2 2026, an estimated $1.43K.
  • Apple made up 0.72% of Comprehensive Money Management Services's portfolio in Q2 2026, its #47 holding.
  • Comprehensive Money Management Services first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.