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Concord Asset Management (Virginia)’s Apple AAPL Stock Holding History

Concord Asset Management (Virginia)’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 		$15.6M Buy
61,444
+3,380
+6% +$880K 2.63% 10
2025
Q4 		$15.8M Buy
58,064
+129
+0.2% +$34.6K 2.73% 10
2025
Q3 		$14.8M Sell
57,935
-10,853
-16% -$2.45M 2.68% 11
2025
Q2 		$14.1M Buy
68,788
+2,248
+3% +$454K 2.12% 9
2025
Q1 		$13.6M Sell
66,540
-1,983
-3% -$459K 3% 7
2024
Q4 		$17.2M Buy
68,523
+2,127
+3% +$501K 3.77% 5
2024
Q3 		$15.5M Buy
66,396
+6,071
+10% +$1.36M 3.5% 6
2024
Q2 		$12.7M Buy
60,325
+5,574
+10% +$1.04M 3.15% 7
2024
Q1 		$9.39M Buy
54,751
+10,006
+22% +$1.82M 2.47% 11
2023
Q4 		$8.61M Buy
44,745
+12,385
+38% +$2.29M 2.53% 13
2023
Q3 		$5.54M Buy
32,360
+2,683
+9% +$492K 1.86% 17
2023
Q2 		$5.76M Buy
29,677
+1,765
+6% +$308K 2.03% 17
2023
Q1 		$4.6M Buy
27,912
+12,051
+76% +$1.78M 1.88% 17
2022
Q4 		$2.06M Buy
15,861
+2,958
+23% +$423K 1.39% 21
2022
Q3 		$1.78M Hold
12,903
– – 1.38% 18
2022
Q2 		$1.76M Buy
12,903
+301
+2% +$45.6K 1.29% 17
2022
Q1 		$2.2M Buy
12,602
+37
+0.3% +$6.22K 1.47% 17
2021
Q4 		$2.23M Buy
+12,565
New +$1.99M 1.49% 15

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

Concord Asset Management (Virginia)'s AAPL Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its Apple (AAPL) stake by 5.8% in Q1 2026, buying an estimated $880K and bringing the position to 61,444 shares worth $15.6M. The position accounts for 2.63% of the portfolio, ranked #10.

Concord Asset Management (Virginia) first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.2M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Concord Asset Management (Virginia) held 61,444 shares of Apple worth $15.6M as of Q1 2026.
  • Concord Asset Management (Virginia) bought 3,380 Apple shares in Q1 2026, an estimated $880K.
  • Apple made up 2.63% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #10 holding.
  • Concord Asset Management (Virginia) first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Concord Asset Management (Virginia)'s Apple position peaked at $17.2M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.