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Coordinated Financial Services’s Apple AAPL Stock Holding History

Coordinated Financial Services’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 		$950K Sell
3,745
-80
-2% -$20.8K 0.55% 52
2025
Q4 		$1.04M Buy
3,825
+1,089
+40% +$292K 0.6% 49
2025
Q3 		$697K Buy
2,736
+36
+1% +$8.13K 0.45% 69
2025
Q2 		$554K Sell
2,700
-6,484
-71% -$1.31M 0.38% 75
2025
Q1 		$2.04M Sell
9,184
-659
-7% -$153K 1.56% 11
2024
Q4 		$2.46M Buy
+9,843
New +$2.32M 1.92% 7
2024
Q2 		$2.02M Sell
9,572
-292
-3% -$54.5K 1.73% 9
2024
Q1 		$1.69M Buy
+9,864
New +$1.79M 1.48% 13

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

Coordinated Financial Services's AAPL Position: Q1 2026 in Review

Coordinated Financial Services reduced its Apple (AAPL) stake by 2.1% in Q1 2026, selling an estimated $20.8K and leaving 3,745 shares worth $950K. The position accounts for 0.55% of the portfolio, ranked #52.

Coordinated Financial Services first reported a position in AAPL in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.46M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Coordinated Financial Services held 3,745 shares of Apple worth $950K as of Q1 2026.
  • Coordinated Financial Services sold 80 Apple shares in Q1 2026, an estimated $20.8K.
  • Apple made up 0.55% of Coordinated Financial Services's portfolio in Q1 2026, its #52 holding.
  • Coordinated Financial Services first reported a position in Apple in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's Apple position peaked at $2.46M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.