Consultiva Wealth Management’s Apple AAPL Stock Holding History

Consultiva Wealth Management’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	$1.16M	Hold	4,574	–	–	3.37%	6
2025 Q4	$1.24M	Sell	4,574 -358	-7%	-$96.1K	3.49%	6
2025 Q3	$1.26M	Sell	4,932 -20	-0.4%	-$4.52K	3.52%	6
2025 Q2	$1.02M	Hold	4,952	–	–	3.13%	8
2025 Q1	$1.1M	Buy	4,952 +2,327	+89%	+$539K	3.78%	6
2024 Q4	$657K	Buy	2,625 +2,555	+3,650%	+$602K	3.3%	8
2024 Q3	$16.3K	Buy	70 +17	+32%	+$3.8K	0.13%	22
2024 Q2	$11.2K	Hold	53	–	–	0.1%	20
2024 Q1	$9.09K	Buy	+53	New	+$9.64K	0.09%	18
2023 Q3	$9.07K	Sell	53 -40	-43%	-$7.33K	0.23%	24
2023 Q2	$18.2K	Hold	93	–	–	0.46%	23
2023 Q1	$15.4K	Hold	93	–	–	0.4%	24
2022 Q4	$12.2K	Hold	93	–	–	0.32%	25
2022 Q3	$13K	Hold	93	–	–	0.36%	25
2022 Q2	$12K	Hold	93	–	–	0.34%	25
2022 Q1	$16K	Hold	93	–	–	0.38%	25
2021 Q4	$17K	Hold	93	–	–	0.39%	26
2021 Q3	$13K	Buy	+93	New	+$13.7K	0.3%	26
2021 Q1	–	Sell	-73	Closed	-$10K	–	28
2020 Q4	$10K	Buy	+73	New	+$8.78K	0.23%	29
2019 Q2	$13K	Buy	+372	New	+$18.1K	0.26%	29

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Consultiva Wealth Management's AAPL Position: Q1 2026 in Review

Consultiva Wealth Management held its Apple (AAPL) position steady in Q1 2026 at 4,574 shares worth $1.16M. The position accounts for 3.37% of the portfolio, ranked #6.

Consultiva Wealth Management first reported a position in AAPL in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.26M in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Consultiva Wealth Management held 4,574 shares of Apple worth $1.16M as of Q1 2026.
Consultiva Wealth Management left its Apple share count unchanged in Q1 2026.
Apple made up 3.37% of Consultiva Wealth Management's portfolio in Q1 2026, its #6 holding.
Consultiva Wealth Management first reported a position in Apple in Q2 2019 and has held it in 20 quarters since.
Consultiva Wealth Management's Apple position peaked at $1.26M in Q3 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.