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Concord Wealth Partners’s Apple AAPL Stock Holding History

Concord Wealth Partners’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 		$20.2M Buy
69,713
+1,162
+2% +$332K 2.31% 10
2026
Q1 		$17.4M Buy
68,551
+3,250
+5% +$846K 2.26% 10
2025
Q4 		$17.8M Buy
65,301
+613
+0.9% +$165K 2.31% 11
2025
Q3 		$16.5M Sell
64,688
-4,100
-6% -$926K 2.27% 11
2025
Q2 		$14.1M Sell
68,788
-6,001
-8% -$1.21M 2.06% 9
2025
Q1 		$16.6M Sell
74,789
-4,314
-5% -$999K 2.73% 8
2024
Q4 		$19.8M Buy
79,103
+607
+0.8% +$143K 3.24% 6
2024
Q3 		$18.3M Buy
78,496
+2,547
+3% +$569K 3.05% 7
2024
Q2 		$16M Buy
75,949
+4,022
+6% +$750K 2.82% 9
2024
Q1 		$12.3M Buy
71,927
+10,286
+17% +$1.87M 2.22% 10
2023
Q4 		$11.9M Buy
61,641
+8,264
+15% +$1.53M 2.38% 8
2023
Q3 		$9.14M Buy
53,377
+1,022
+2% +$187K 1.94% 13
2023
Q2 		$10.2M Buy
52,355
+10,334
+25% +$1.8M 2.19% 12
2023
Q1 		$6.93M Buy
42,021
+1,798
+4% +$265K 1.97% 15
2022
Q4 		$5.23M Sell
40,223
-5,355
-12% -$765K 1.57% 17
2022
Q3 		$6.3M Buy
45,578
+388
+0.9% +$60.9K 2% 14
2022
Q2 		$6.18M Buy
45,190
+5,845
+15% +$885K 1.7% 14
2022
Q1 		$6.87M Buy
39,345
+2,210
+6% +$372K 1.78% 13
2021
Q4 		$6.59M Buy
37,135
+20,963
+130% +$3.31M 1.61% 12
2021
Q3 		$2.29M Sell
16,172
-15,243
-49% -$2.24M 0.94% 14
2021
Q2 		$4.3M Sell
31,415
-2,041
-6% -$264K 1.23% 14
2021
Q1 		$4.09M Buy
33,456
+6,302
+23% +$809K 1.38% 14
2020
Q4 		$3.6M Buy
+27,154
New +$3.27M 2.78% 3

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

Concord Wealth Partners's AAPL Position: Q2 2026 in Review

Concord Wealth Partners increased its Apple (AAPL) stake by 1.7% in Q2 2026, buying an estimated $332K and bringing the position to 69,713 shares worth $20.2M. The position accounts for 2.31% of the portfolio, ranked #10.

Concord Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Concord Wealth Partners held 69,713 shares of Apple worth $20.2M as of Q2 2026.
  • Concord Wealth Partners bought 1,162 Apple shares in Q2 2026, an estimated $332K.
  • Apple made up 2.31% of Concord Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Concord Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.