Cornerstone Financial Group
AAPL icon

Cornerstone Financial Group’s Apple AAPL Stock Holding History

Cornerstone Financial Group’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
Q3 		$933K Buy
2,801
+1
+0% +$321 0.54% 36
2026
Q2 		$810K Buy
2,800
+2
+0.1% +$572 0.5% 40
2026
Q1 		$784K Sell
2,798
-34
-1% -$8.85K 0.5% 40
2025
Q4 		$770K Buy
2,832
+1
+0% +$268 0.54% 38
2025
Q3 		$721K Buy
2,831
+1
+0% +$226 0.56% 41
2025
Q2 		$581K Buy
2,830
+1
+0% +$202 0.49% 44
2025
Q1 		$596K Sell
2,829
-399
-12% -$92.4K 0.54% 44
2024
Q4 		$808K Buy
+3,228
New +$761K 0.8% 31

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cornerstone Financial Group's AAPL Position: Q3 2026 in Review

Cornerstone Financial Group increased its Apple (AAPL) stake by 0.04% in Q3 2026, buying an estimated $321 and bringing the position to 2,801 shares worth $933K. The position accounts for 0.54% of the portfolio, ranked #36.

Cornerstone Financial Group first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 5,051 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Cornerstone Financial Group held 2,801 shares of Apple worth $933K as of Q3 2026.
  • Cornerstone Financial Group bought 1 Apple share in Q3 2026, an estimated $321.
  • Apple made up 0.54% of Cornerstone Financial Group's portfolio in Q3 2026, its #36 holding.
  • Cornerstone Financial Group first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 5,051 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.