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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
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 $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

Consilio Wealth Advisors's AAPL Position: Q1 2026 in Review

Consilio Wealth Advisors increased its Apple (AAPL) stake by 0.83% in Q1 2026, buying an estimated $39.6K and bringing the position to 18,439 shares worth $4.68M. The position accounts for 1.37% of the portfolio, ranked #18.

Consilio Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.97M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Consilio Wealth Advisors held 18,439 shares of Apple worth $4.68M as of Q1 2026.
  • Consilio Wealth Advisors bought 152 Apple shares in Q1 2026, an estimated $39.6K.
  • Apple made up 1.37% of Consilio Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Consilio Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Consilio Wealth Advisors's Apple position peaked at $4.97M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.