Connecticut Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.4M | Sell |
111,984
-4,006
| -3% | -$1.15M | 1.2% | 18 |
|
|
2026
Q1 | $29.4M | Buy |
115,990
+383
| +0.3% | +$99.7K | 1.23% | 19 |
|
|
2025
Q4 | $31.4M | Sell |
115,607
-3,580
| -3% | -$961K | 1.37% | 17 |
|
|
2025
Q3 | $30.3M | Sell |
119,187
-1,259
| -1% | -$284K | 1.35% | 18 |
|
|
2025
Q2 | $24.7M | Buy |
120,446
+8,034
| +7% | +$1.62M | 1.18% | 20 |
|
|
2025
Q1 | $25M | Sell |
112,412
-27
| -0% | -$6.25K | 1.31% | 18 |
|
|
2024
Q4 | $28.2M | Buy |
112,439
+716
| +0.6% | +$169K | 1.38% | 15 |
|
|
2024
Q3 | $26M | Buy |
111,723
+1,548
| +1% | +$346K | 1.26% | 17 |
|
|
2024
Q2 | $23.2M | Buy |
110,175
+366
| +0.3% | +$68.3K | 1.2% | 16 |
|
|
2024
Q1 | $18.8M | Sell |
109,809
-364
| -0.3% | -$66.2K | 1% | 24 |
|
|
2023
Q4 | $21.2M | Buy |
110,173
+10,333
| +10% | +$1.91M | 1.22% | 17 |
|
|
2023
Q3 | $17.1M | Buy |
99,840
+23,635
| +31% | +$4.33M | 1.17% | 19 |
|
|
2023
Q2 | $14.8M | Buy |
76,205
+16,018
| +27% | +$2.79M | 1.03% | 22 |
|
|
2023
Q1 | $9.92M | Buy |
60,187
+9,009
| +18% | +$1.33M | 0.75% | 25 |
|
|
2022
Q4 | $6.65M | Buy |
51,178
+3,887
| +8% | +$555K | 0.56% | 35 |
|
|
2022
Q3 | $6.54M | Buy |
47,291
+5,958
| +14% | +$935K | 0.61% | 29 |
|
|
2022
Q2 | $5.65M | Buy |
41,333
+2,127
| +5% | +$322K | 0.49% | 35 |
|
|
2022
Q1 | $6.85M | Sell |
39,206
-208
| -0.5% | -$35K | 0.52% | 35 |
|
|
2021
Q4 | $7M | Buy |
39,414
+426
| +1% | +$67.3K | 0.54% | 35 |
|
|
2021
Q3 | $5.52M | Buy |
38,988
+1,878
| +5% | +$276K | 0.48% | 37 |
|
|
2021
Q2 | $5.08M | Sell |
37,110
-6,978
| -16% | -$904K | 0.45% | 37 |
|
|
2021
Q1 | $5.38M | Buy |
44,088
+830
| +2% | +$107K | 0.49% | 25 |
|
|
2020
Q4 | $5.74M | Sell |
43,258
-1,441
| -3% | -$173K | 0.61% | 27 |
|
|
2020
Q3 | $5.18M | Buy |
44,699
+10,447
| +31% | +$1.14M | 0.57% | 33 |
|
|
2020
Q2 | $3.12M | Buy |
34,252
+532
| +2% | +$41.2K | 0.39% | 39 |
|
|
2020
Q1 | $2.14M | Sell |
33,720
-2,436
| -7% | -$179K | 0.32% | 46 |
|
|
2019
Q4 | $2.65M | Buy |
36,156
+1,036
| +3% | +$66.6K | 0.29% | 49 |
|
|
2019
Q3 | $1.97M | Sell |
35,120
-316
| -0.9% | -$16.5K | 0.24% | 54 |
|
|
2019
Q2 | $1.75M | Buy |
35,436
+4,544
| +15% | +$221K | 0.22% | 57 |
|
|
2019
Q1 | $1.47M | Buy |
30,892
+2,056
| +7% | +$87.2K | 0.5% | 19 |
|
|
2018
Q4 | $1.14M | Buy |
28,836
+280
| +1% | +$13.6K | 0.49% | 22 |
|
|
2018
Q3 | $1.62M | Sell |
28,556
-136
| -0.5% | -$7.08K | 0.72% | 14 |
|
|
2018
Q2 | $1.34M | Sell |
28,692
-96
| -0.3% | -$4.35K | 0.64% | 14 |
|
|
2018
Q1 | $1.2M | Buy |
28,788
+1,896
| +7% | +$81.6K | 0.68% | 15 |
|
|
2017
Q4 | $1.17M | Buy |
26,892
+412
| +2% | +$17.2K | 0.63% | 19 |
|
|
2017
Q3 | $1.03M | Buy |
26,480
+812
| +3% | +$31.5K | 0.61% | 21 |
|
|
2017
Q2 | $931K | Buy |
25,668
+300
| +1% | +$11.1K | 0.57% | 23 |
|
|
2017
Q1 | $913K | Buy |
25,368
+124
| +0.5% | +$4.08K | 0.56% | 25 |
|
|
2016
Q4 | $756K | Buy |
25,244
+988
| +4% | +$28K | 0.48% | 26 |
|
|
2016
Q3 | $685K | Buy |
+24,256
| New | +$642K | 0.49% | 29 |
|
Other funds holding AAPL
Connecticut Wealth Management's AAPL Position: Q2 2026 in Review
Connecticut Wealth Management reduced its Apple (AAPL) stake by 3.5% in Q2 2026, selling an estimated $1.15M and leaving 111,984 shares worth $32.4M. The position accounts for 1.2% of the portfolio, ranked #18.
Connecticut Wealth Management first reported a position in AAPL in Q3 2016 and has held it in 40 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Connecticut Wealth Management held 111,984 shares of Apple worth $32.4M as of Q2 2026.
- Connecticut Wealth Management sold 4,006 Apple shares in Q2 2026, an estimated $1.15M.
- Apple made up 1.2% of Connecticut Wealth Management's portfolio in Q2 2026, its #18 holding.
- Connecticut Wealth Management first reported a position in Apple in Q3 2016 and has held it in 40 quarters since.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.