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Consilio Wealth Advisors’s Apple AAPL Stock Holding History

Consilio Wealth Advisors’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 		$5.41M Buy
18,695
+256
+1% +$73.2K 1.3% 19
2026
Q1 		$4.68M Buy
18,439
+152
+0.8% +$39.6K 1.37% 18
2025
Q4 		$4.97M Sell
18,287
-100
-0.5% -$26.8K 1.45% 14
2025
Q3 		$4.68M Buy
18,387
+1,131
+7% +$256K 1.54% 14
2025
Q2 		$3.47M Sell
17,256
-247
-1% -$49.9K 1.24% 18
2025
Q1 		$3.89M Buy
17,503
+165
+1% +$38.2K 1.62% 13
2024
Q4 		$4.34M Buy
17,338
+192
+1% +$45.3K 1.78% 12
2024
Q3 		$3.99M Buy
17,146
+3,324
+24% +$742K 1.65% 12
2024
Q2 		$2.91M Buy
13,822
+941
+7% +$175K 1.31% 17
2024
Q1 		$2.21M Buy
12,881
+347
+3% +$63.1K 1.03% 17
2023
Q4 		$2.41M Buy
12,534
+2,746
+28% +$507K 1.22% 17
2023
Q3 		$1.69M Buy
9,788
+112
+1% +$20.5K 0.98% 19
2023
Q2 		$1.88M Buy
9,676
+222
+2% +$38.7K 1.03% 20
2023
Q1 		$1.56M Buy
9,454
+180
+2% +$26.6K 0.88% 24
2022
Q4 		$1.21M Buy
9,274
+1,794
+24% +$256K 0.77% 22
2022
Q3 		$1.03M Buy
7,480
+4,793
+178% +$752K 0.81% 26
2022
Q2 		$367K Buy
2,687
+700
+35% +$106K 0.3% 32
2022
Q1 		$347K Sell
1,987
-34
-2% -$5.72K 0.27% 36
2021
Q4 		$359K Buy
+2,021
New +$319K 0.28% 35

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

Consilio Wealth Advisors's AAPL Position: Q2 2026 in Review

Consilio Wealth Advisors increased its Apple (AAPL) stake by 1.4% in Q2 2026, buying an estimated $73.2K and bringing the position to 18,695 shares worth $5.41M. The position accounts for 1.3% of the portfolio, ranked #19.

Consilio Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Consilio Wealth Advisors held 18,695 shares of Apple worth $5.41M as of Q2 2026.
  • Consilio Wealth Advisors bought 256 Apple shares in Q2 2026, an estimated $73.2K.
  • Apple made up 1.3% of Consilio Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Consilio Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.