Consolidated Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.6M | Sell |
57,334
-682
| -1% | -$177K | 4.7% | 2 |
|
|
2025
Q4 | $15.8M | Buy |
58,016
+1,417
| +3% | +$380K | 4.77% | 4 |
|
|
2025
Q3 | $14.4M | Sell |
56,599
-72
| -0.1% | -$16.3K | 5.1% | 6 |
|
|
2025
Q2 | $11.6M | Buy |
56,671
+6,497
| +13% | +$1.31M | 4.2% | 9 |
|
|
2025
Q1 | $11.1M | Sell |
50,174
-2,012
| -4% | -$466K | 4.63% | 8 |
|
|
2024
Q4 | $13.1M | Sell |
52,186
-283
| -0.5% | -$66.7K | 5.7% | 7 |
|
|
2024
Q3 | $12.2M | Sell |
52,469
-6,757
| -11% | -$1.51M | 5.34% | 8 |
|
|
2024
Q2 | $12.5M | Sell |
59,226
-8,169
| -12% | -$1.52M | 5.97% | 5 |
|
|
2024
Q1 | $11.6M | Buy |
67,395
+205
| +0.3% | +$37.3K | 5.54% | 6 |
|
|
2023
Q4 | $12.9M | Sell |
67,190
-10,763
| -14% | -$1.99M | 6.9% | 4 |
|
|
2023
Q3 | $13.3M | Sell |
77,953
-2,410
| -3% | -$442K | 7.07% | 3 |
|
|
2023
Q2 | $15.6M | Sell |
80,363
-1,211
| -1% | -$211K | 7.66% | 3 |
|
|
2023
Q1 | $13.5M | Buy |
81,574
+3,056
| +4% | +$451K | 7.25% | 2 |
|
|
2022
Q4 | $10.2M | Buy |
78,518
+498
| +0.6% | +$71.2K | 6.09% | 2 |
|
|
2022
Q3 | $10.8M | Sell |
78,020
-9,638
| -11% | -$1.51M | 6.77% | 2 |
|
|
2022
Q2 | $12M | Sell |
87,658
-1,393
| -2% | -$211K | 7.19% | 1 |
|
|
2022
Q1 | $15.5M | Sell |
89,051
-13,754
| -13% | -$2.31M | 7.04% | 1 |
|
|
2021
Q4 | $18.3M | Sell |
102,805
-860
| -0.8% | -$136K | 8.09% | 1 |
|
|
2021
Q3 | $14.7M | Buy |
103,665
+31
| +0% | +$4.56K | 6.9% | 1 |
|
|
2021
Q2 | $14.2M | Buy |
103,634
+2,423
| +2% | +$314K | 6.55% | 1 |
|
|
2021
Q1 | $12.4M | Sell |
101,211
-14,317
| -12% | -$1.84M | 6.17% | 2 |
|
|
2020
Q4 | $15.3M | Sell |
115,528
-45,574
| -28% | -$5.48M | 9.79% | 1 |
|
|
2020
Q3 | $18.7M | Sell |
161,102
-994
| -0.6% | -$108K | 9.77% | 1 |
|
|
2020
Q2 | $14.8M | Sell |
162,096
-4,172
| -3% | -$323K | 8.78% | 2 |
|
|
2020
Q1 | $10.6M | Buy |
166,268
+22,168
| +15% | +$1.63M | 8.3% | 2 |
|
|
2019
Q4 | $10.6M | Sell |
144,100
-9,184
| -6% | -$591K | 7.05% | 4 |
|
|
2019
Q3 | $8.58M | Sell |
153,284
-9,428
| -6% | -$493K | 6.21% | 4 |
|
|
2019
Q2 | $8.05M | Sell |
162,712
-14,444
| -8% | -$704K | 5.35% | 5 |
|
|
2019
Q1 | $8.41M | Buy |
177,156
+35,492
| +25% | +$1.51M | 5.27% | 7 |
|
|
2018
Q4 | $5.59M | Buy |
141,664
+6,280
| +5% | +$304K | 4.53% | 8 |
|
|
2018
Q3 | $7.64M | Buy |
135,384
+328
| +0.2% | +$17.1K | 4.99% | 5 |
|
|
2018
Q2 | $6.25M | Sell |
135,056
-29,260
| -18% | -$1.33M | 4.67% | 5 |
|
|
2018
Q1 | $6.89M | Buy |
164,316
+11,872
| +8% | +$511K | 5.5% | 4 |
|
|
2017
Q4 | $6.45M | Buy |
152,444
+16,124
| +12% | +$674K | 6.66% | 2 |
|
|
2017
Q3 | $5.25M | Buy |
136,320
+24,072
| +21% | +$934K | 6.72% | 2 |
|
|
2017
Q2 | $4.04M | Sell |
112,248
-164
| -0.1% | -$6.06K | 6% | 4 |
|
|
2017
Q1 | $4.04M | Sell |
112,412
-59,168
| -34% | -$1.95M | 6.27% | 3 |
|
|
2016
Q4 | $4.97M | Buy |
+171,580
| New | +$4.86M | 9.85% | 3 |
|
Other funds holding AAPL
VCM
VPM
Consolidated Capital Management's AAPL Position: Q1 2026 in Review
Consolidated Capital Management reduced its Apple (AAPL) stake by 1.2% in Q1 2026, selling an estimated $177K and leaving 57,334 shares worth $14.6M. The position accounts for 4.7% of the portfolio, ranked #2.
Consolidated Capital Management first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $18.7M in Q3 2020. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Consolidated Capital Management held 57,334 shares of Apple worth $14.6M as of Q1 2026.
- Consolidated Capital Management sold 682 Apple shares in Q1 2026, an estimated $177K.
- Apple made up 4.7% of Consolidated Capital Management's portfolio in Q1 2026, its #2 holding.
- Consolidated Capital Management first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- Consolidated Capital Management's Apple position peaked at $18.7M in Q3 2020.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Consolidated Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.