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Compton Wealth Advisory Group’s Apple AAPL Stock Holding History

Compton Wealth Advisory Group’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 		$16.3M Sell
63,790
-3,777
-6% -$983K 3.63% 8
2025
Q4 		$18.4M Buy
67,567
+3,946
+6% +$1.06M 4.01% 8
2025
Q3 		$16.2M Sell
63,621
-539
-0.8% -$122K 3.75% 8
2025
Q2 		$13.2M Buy
64,160
+477
+0.7% +$96.3K 3.33% 10
2025
Q1 		$14.1M Sell
63,683
-1,206
-2% -$279K 3.93% 8
2024
Q4 		$16.2M Buy
64,889
+492
+0.8% +$116K 4.19% 7
2024
Q3 		$15M Buy
64,397
+1,313
+2% +$293K 3.79% 8
2024
Q2 		$13.3M Buy
63,084
+1,104
+2% +$206K 3.54% 9
2024
Q1 		$10.6M Buy
61,980
+437
+0.7% +$79.5K 2.91% 10
2023
Q4 		$11.8M Buy
61,543
+1,108
+2% +$205K 3.72% 9
2023
Q3 		$10.3M Sell
60,435
-834
-1% -$153K 3.55% 9
2023
Q2 		$11.9M Sell
61,269
-1,502
-2% -$262K 3.96% 9
2023
Q1 		$10.4M Buy
62,771
+150
+0.2% +$22.1K 3.58% 11
2022
Q4 		$8.14M Sell
62,621
-368
-0.6% -$52.6K 3.17% 11
2022
Q3 		$8.71M Sell
62,989
-780
-1% -$122K 3.7% 10
2022
Q2 		$8.72M Sell
63,769
-2,526
-4% -$383K 3.76% 8
2022
Q1 		$11.6M Buy
66,295
+3,485
+6% +$586K 4.46% 5
2021
Q4 		$11.2M Buy
62,810
+456
+0.7% +$72.1K 4.78% 5
2021
Q3 		$8.82M Sell
62,354
-2,311
-4% -$340K 4.14% 7
2021
Q2 		$8.86M Buy
64,665
+544
+0.8% +$70.5K 4.13% 7
2021
Q1 		$7.83M Buy
64,121
+625
+1% +$80.2K 4.48% 6
2020
Q4 		$8.43M Buy
63,496
+655
+1% +$78.8K 5.25% 4
2020
Q3 		$7.28M Buy
62,841
+625
+1% +$68.2K 5.44% 3
2020
Q2 		$5.67M Sell
62,216
-1,136
-2% -$88K 6.04% 2
2020
Q1 		$4.03M Sell
63,352
-2,396
-4% -$176K 5.22% 5
2019
Q4 		$4.83M Sell
65,748
-780
-1% -$50.2K 4.27% 6
2019
Q3 		$3.73M Sell
66,528
-3,008
-4% -$157K 2.05% 6
2019
Q2 		$3.44M Buy
69,536
+36
+0.1% +$1.75K 1.76% 6
2019
Q1 		$3.3M Buy
69,500
+600
+0.9% +$25.4K 1.75% 7
2018
Q4 		$2.72M Buy
+68,900
New +$3.34M 1.4% 7

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

Compton Wealth Advisory Group's AAPL Position: Q1 2026 in Review

Compton Wealth Advisory Group reduced its Apple (AAPL) stake by 5.6% in Q1 2026, selling an estimated $983K and leaving 63,790 shares worth $16.3M. The position accounts for 3.63% of the portfolio, ranked #8.

Compton Wealth Advisory Group first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $18.4M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Compton Wealth Advisory Group held 63,790 shares of Apple worth $16.3M as of Q1 2026.
  • Compton Wealth Advisory Group sold 3,777 Apple shares in Q1 2026, an estimated $983K.
  • Apple made up 3.63% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #8 holding.
  • Compton Wealth Advisory Group first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Compton Wealth Advisory Group's Apple position peaked at $18.4M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.