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Coppell Advisory Solutions’s Apple AAPL Stock Holding History

Coppell Advisory Solutions’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 		$15.4M Sell
62,554
-2,532
-4% -$659K 9.08% 2
2025
Q4 		$17.8M Sell
65,086
-3,966
-6% -$1.06M 1.75% 13
2025
Q3 		$17.6M Buy
69,052
+22,768
+49% +$5.14M 1.86% 11
2025
Q2 		$9.31M Buy
46,284
+5,467
+13% +$1.1M 1.1% 20
2025
Q1 		$8.62M Buy
40,817
+4,549
+13% +$1.05M 1.2% 17
2024
Q4 		$9.15M Buy
36,268
+3,621
+11% +$853K 1.28% 13
2024
Q3 		$7.44M Sell
32,647
-112,078
-77% -$25M 1.09% 15
2024
Q2 		$30.5M Buy
+144,725
New +$27M 5.03% 4
2023
Q4 		$13.5M Buy
70,041
+51,274
+273% +$9.47M 2.69% 4
2023
Q3 		$2.44M Sell
18,767
-1,586
-8% -$291K 0.84% 28
2023
Q2 		$3.86M Sell
20,353
-12,787
-39% -$2.23M 1.09% 19
2023
Q1 		$5.37M Buy
33,140
+14,373
+77% +$2.12M 1.76% 5
2022
Q4 		$2.44M Buy
+18,767
New +$2.68M 0.83% 29
2020
Q4 		$1.71M Buy
+12,873
New +$1.55M 0.86% 29

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

Coppell Advisory Solutions's AAPL Position: Q1 2026 in Review

Coppell Advisory Solutions reduced its Apple (AAPL) stake by 3.9% in Q1 2026, selling an estimated $659K and leaving 62,554 shares worth $15.4M. The position accounts for 9.08% of the portfolio, ranked #2.

Coppell Advisory Solutions first reported a position in AAPL in Q4 2020 and has held it in 14 quarters since. The position peaked at $30.5M in Q2 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Coppell Advisory Solutions held 62,554 shares of Apple worth $15.4M as of Q1 2026.
  • Coppell Advisory Solutions sold 2,532 Apple shares in Q1 2026, an estimated $659K.
  • Apple made up 9.08% of Coppell Advisory Solutions's portfolio in Q1 2026, its #2 holding.
  • Coppell Advisory Solutions first reported a position in Apple in Q4 2020 and has held it in 14 quarters since.
  • Coppell Advisory Solutions's Apple position peaked at $30.5M in Q2 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.