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 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

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.