CWM
AAPL icon

Cordatus Wealth Management’s Apple AAPL Stock Holding History

Cordatus 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
Q2 		$26.9M Sell
92,880
-166
-0.2% -$47.5K 5.9% 2
2026
Q1 		$23.6M Sell
93,046
-3,525
-4% -$917K 5.62% 2
2025
Q4 		$26.3M Sell
96,571
-1,221
-1% -$328K 6.07% 2
2025
Q3 		$24.9M Buy
97,792
+36
+0% +$8.13K 5.87% 2
2025
Q2 		$20.1M Buy
97,756
+6,919
+8% +$1.4M 4.93% 3
2025
Q1 		$20.2M Buy
90,837
+3,489
+4% +$808K 5.54% 2
2024
Q4 		$21.9M Buy
+87,348
New +$20.6M 5.77% 2
2023
Q3 		– Sell
-82,027
Closed -$15.9M – 60
2023
Q2 		$15.9M Buy
+82,027
New +$14.3M 5.98% 2
2022
Q3 		– Sell
-79,611
Closed -$10.9M – 60
2022
Q2 		$10.9M Sell
79,611
-31,662
-28% -$4.79M 5.08% 2
2022
Q1 		$19.4M Sell
111,273
-3,588
-3% -$603K 6.83% 1
2021
Q4 		$20.4M Buy
+114,861
New +$18.2M 5.97% 1
2021
Q1 		$12.8M Buy
104,575
+321
+0.3% +$41.2K 4.9% 1
2020
Q4 		$13.8M Sell
104,254
-1,433
-1% -$172K 5.84% 1
2020
Q3 		$12.2M Sell
105,687
-1,373
-1% -$150K 5.89% 1
2020
Q2 		$9.76M Buy
107,060
+736
+0.7% +$57K 5.37% 2
2020
Q1 		$6.76M Buy
106,324
+67,708
+175% +$4.98M 4.87% 2
2019
Q4 		$2.83M Buy
38,616
+1,992
+5% +$128K 1.41% 16
2019
Q3 		$2.05M Buy
36,624
+1,832
+5% +$95.8K 1.07% 30
2019
Q2 		$1.72M Buy
34,792
+404
+1% +$19.7K 1.01% 37
2019
Q1 		$1.63M Buy
34,388
+15,204
+79% +$645K 0.9% 47
2018
Q4 		$757K Buy
+19,184
New +$930K 0.54% 48

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cordatus Wealth Management's AAPL Position: Q2 2026 in Review

Cordatus Wealth Management reduced its Apple (AAPL) stake by 0.18% in Q2 2026, selling an estimated $47.5K and leaving 92,880 shares worth $26.9M. The position accounts for 5.9% of the portfolio, ranked #2.

Cordatus Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 21 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cordatus Wealth Management held 92,880 shares of Apple worth $26.9M as of Q2 2026.
  • Cordatus Wealth Management sold 166 Apple shares in Q2 2026, an estimated $47.5K.
  • Apple made up 5.9% of Cordatus Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Cordatus Wealth Management first reported a position in Apple in Q4 2018 and has held it in 21 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.