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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
Q2 		$21.3M Sell
73,720
-3,674
-5% -$1.05M 6.33% 4
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 $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

Consilium Wealth Advisory's AAPL Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its Apple (AAPL) stake by 4.7% in Q2 2026, selling an estimated $1.05M and leaving 73,720 shares worth $21.3M. The position accounts for 6.33% of the portfolio, ranked #4.

Consilium Wealth Advisory first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Consilium Wealth Advisory held 73,720 shares of Apple worth $21.3M as of Q2 2026.
  • Consilium Wealth Advisory sold 3,674 Apple shares in Q2 2026, an estimated $1.05M.
  • Apple made up 6.33% of Consilium Wealth Advisory's portfolio in Q2 2026, its #4 holding.
  • Consilium Wealth Advisory first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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