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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
Q2 		$5.88M Buy
17,953
+275
+2% +$78.7K 3.02% 10
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 $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

Conscious Wealth Investments's AAPL Position: Q2 2026 in Review

Conscious Wealth Investments increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $78.7K and bringing the position to 17,953 shares worth $5.88M. The position accounts for 3.02% of the portfolio, ranked #10.

Conscious Wealth Investments first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Conscious Wealth Investments held 17,953 shares of Apple worth $5.88M as of Q2 2026.
  • Conscious Wealth Investments bought 275 Apple shares in Q2 2026, an estimated $78.7K.
  • Apple made up 3.02% of Conscious Wealth Investments's portfolio in Q2 2026, its #10 holding.
  • Conscious Wealth Investments first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.