CGF
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Constant Guidance Financial’s Apple AAPL Stock Holding History

Constant Guidance Financial’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 		$3.53M Sell
13,904
-4,468
-24% -$1.16M 2.44% 6
2025
Q4 		$4.99M Buy
18,372
+3,156
+21% +$847K 3.51% 5
2025
Q3 		$3.87M Sell
15,216
-557
-4% -$126K 3.09% 7
2025
Q2 		$3.23M Buy
15,773
+1,160
+8% +$234K 3.25% 6
2025
Q1 		$3.25M Buy
14,613
+3,525
+32% +$817K 4.08% 4
2024
Q4 		$2.78M Sell
11,088
-3,215
-22% -$758K 2.39% 10
2024
Q3 		$3.33M Sell
14,303
-5,703
-29% -$1.27M 2.73% 7
2024
Q2 		$4.21M Buy
20,006
+3,844
+24% +$717K 4.37% 4
2024
Q1 		$2.74M Buy
16,162
+4,428
+38% +$805K 2.53% 8
2023
Q4 		$2.26M Sell
11,734
-2,135
-15% -$394K 2.3% 10
2023
Q3 		$2.4M Buy
+13,869
New +$2.54M 3.17% 4

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

Constant Guidance Financial's AAPL Position: Q1 2026 in Review

Constant Guidance Financial reduced its Apple (AAPL) stake by 24% in Q1 2026, selling an estimated $1.16M and leaving 13,904 shares worth $3.53M. The position accounts for 2.44% of the portfolio, ranked #6.

Constant Guidance Financial first reported a position in AAPL in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.99M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Constant Guidance Financial held 13,904 shares of Apple worth $3.53M as of Q1 2026.
  • Constant Guidance Financial sold 4,468 Apple shares in Q1 2026, an estimated $1.16M.
  • Apple made up 2.44% of Constant Guidance Financial's portfolio in Q1 2026, its #6 holding.
  • Constant Guidance Financial first reported a position in Apple in Q3 2023 and has held it in 11 quarters since.
  • Constant Guidance Financial's Apple position peaked at $4.99M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.