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Conscious Wealth Investments’s Apple AAPL Stock Holding History

Conscious Wealth Investments’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 		$4.71M Buy
17,678
+15,630
+763% +$4.07M 2.62% 13
2025
Q4 		$565K Sell
2,048
-201
-9% -$54K 0.34% 51
2025
Q3 		$608K Buy
2,249
+121
+6% +$27.3K 0.36% 45
2025
Q2 		$450K Hold
2,128
– – 0.29% 45
2025
Q1 		$422K Buy
2,128
+2
+0.1% +$463 0.29% 45
2024
Q4 		$489K Buy
2,126
+8
+0.4% +$1.89K 0.33% 42
2024
Q3 		$489K Sell
2,118
-88
-4% -$19.7K 0.34% 42
2024
Q2 		$496K Buy
2,206
+84
+4% +$15.7K 0.36% 42
2024
Q1 		$359K Sell
2,122
-219
-9% -$39.8K 0.27% 45
2023
Q4 		$455K Buy
+2,341
New +$432K 0.36% 44

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

Conscious Wealth Investments's AAPL Position: Q1 2026 in Review

Conscious Wealth Investments increased its Apple (AAPL) stake by 763% in Q1 2026, buying an estimated $4.07M and bringing the position to 17,678 shares worth $4.71M. The position accounts for 2.62% of the portfolio, ranked #13.

Conscious Wealth Investments first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Conscious Wealth Investments held 17,678 shares of Apple worth $4.71M as of Q1 2026.
  • Conscious Wealth Investments bought 15,630 Apple shares in Q1 2026, an estimated $4.07M.
  • Apple made up 2.62% of Conscious Wealth Investments's portfolio in Q1 2026, its #13 holding.
  • Conscious Wealth Investments first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.