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Consilium Wealth Advisory’s Apple AAPL Stock Holding History

Consilium Wealth Advisory’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 		$19.6M Buy
77,394
+8,005
+12% +$2.08M 6.7% 3
2025
Q4 		$18.9M Buy
69,389
+140
+0.2% +$37.6K 6.96% 3
2025
Q3 		$17.6M Sell
69,249
-1,564
-2% -$353K 6.8% 4
2025
Q2 		$14.5M Sell
70,813
-508
-0.7% -$103K 6.13% 4
2025
Q1 		$15.8M Sell
71,321
-1,276
-2% -$296K 7.94% 3
2024
Q4 		$18.2M Sell
72,597
-108
-0.1% -$25.5K 8.67% 1
2024
Q3 		$16.9M Buy
72,705
+735
+1% +$164K 9.25% 2
2024
Q2 		$15.2M Buy
71,970
+4,009
+6% +$748K 8.28% 3
2024
Q1 		$11.7M Buy
67,961
+863
+1% +$157K 6.56% 3
2023
Q4 		$12.9M Sell
67,098
-659
-1% -$122K 7.77% 3
2023
Q3 		$11.6M Buy
67,757
+799
+1% +$147K 8.12% 3
2023
Q2 		$13M Buy
66,958
+2,067
+3% +$360K 9% 2
2023
Q1 		$10.7M Sell
64,891
-1,709
-3% -$252K 9.13% 2
2022
Q4 		$8.65M Sell
66,600
-2,376
-3% -$340K 7.38% 3
2022
Q3 		$9.53M Buy
68,976
+1,600
+2% +$251K 10.63% 1
2022
Q2 		$9.21M Buy
67,376
+656
+1% +$99.3K 9.92% 1
2022
Q1 		$11.7M Sell
66,720
-2,382
-3% -$401K 8.35% 2
2021
Q4 		$12.3M Buy
+69,102
New +$10.9M 7.95% 3

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

Consilium Wealth Advisory's AAPL Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Apple (AAPL) stake by 12% in Q1 2026, buying an estimated $2.08M and bringing the position to 77,394 shares worth $19.6M. The position accounts for 6.7% of the portfolio, ranked #3.

Consilium Wealth Advisory first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Consilium Wealth Advisory held 77,394 shares of Apple worth $19.6M as of Q1 2026.
  • Consilium Wealth Advisory bought 8,005 Apple shares in Q1 2026, an estimated $2.08M.
  • Apple made up 6.7% of Consilium Wealth Advisory's portfolio in Q1 2026, its #3 holding.
  • Consilium Wealth Advisory first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.