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Cornerstone Wealth Group’s Apple AAPL Stock Holding History

Cornerstone Wealth 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
Q1 		$73.8M Buy
277,261
+7,609
+3% +$1.98M 4.73% 2
2025
Q4 		$73.3M Buy
269,652
+37,268
+16% +$10M 5.01% 2
2025
Q3 		$59.2M Buy
232,384
+8,772
+4% +$1.98M 4% 3
2025
Q2 		$45.9M Buy
223,612
+4,016
+2% +$811K 3.44% 5
2025
Q1 		$48.8M Sell
219,596
-20,862
-9% -$4.83M 4.04% 3
2024
Q4 		$60.2M Buy
240,458
+7,793
+3% +$1.84M 4.92% 4
2024
Q3 		$54.2M Buy
232,665
+1,044
+0.5% +$233K 4.48% 4
2024
Q2 		$48.8M Buy
231,621
+7,245
+3% +$1.35M 4.34% 4
2024
Q1 		$38.5M Buy
224,376
+73,987
+49% +$13.5M 3.54% 5
2023
Q4 		$29M Buy
150,389
+2,987
+2% +$552K 4.15% 4
2023
Q3 		$25.2M Sell
147,402
-6,241
-4% -$1.14M 4.48% 4
2023
Q2 		$29.8M Sell
153,643
-992
-0.6% -$173K 5.4% 2
2023
Q1 		$25.5M Sell
154,635
-3,968
-3% -$585K 4.53% 2
2022
Q4 		$20.6M Buy
158,603
+5,093
+3% +$728K 3.9% 4
2022
Q3 		$21.2M Buy
153,510
+41
+0% +$6.43K 4.68% 3
2022
Q2 		$21M Buy
153,469
+15,494
+11% +$2.35M 4.39% 3
2022
Q1 		$24.1M Sell
137,975
-17,705
-11% -$2.98M 4.42% 3
2021
Q4 		$27.6M Buy
155,680
+11,925
+8% +$1.88M 4.73% 2
2021
Q3 		$20.3M Buy
143,755
+2,593
+2% +$382K 3.59% 5
2021
Q2 		$20.1M Buy
141,162
+8,554
+6% +$1.11M 4.1% 4
2021
Q1 		$17.7M Buy
132,608
+19,995
+18% +$2.57M 3.6% 4
2020
Q4 		$14.9M Buy
112,613
+1,804
+2% +$217K 3.67% 5
2020
Q3 		$12.8M Sell
110,809
-23,647
-18% -$2.58M 3.51% 4
2020
Q2 		$12.3M Buy
134,456
+4,060
+3% +$315K 3.08% 6
2020
Q1 		$8.29M Buy
130,396
+17,516
+16% +$1.29M 2.92% 7
2019
Q4 		$8.29M Buy
+112,880
New +$7.26M 2.24% 5
2019
Q3 		– Sell
-135,748
Closed -$6.72M – 122
2019
Q2 		$6.72M Sell
135,748
-1,444
-1% -$70.4K 1.81% 10
2019
Q1 		$6.51M Buy
+137,192
New +$5.82M 1.64% 14

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

Cornerstone Wealth Group's AAPL Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Apple (AAPL) stake by 2.8% in Q1 2026, buying an estimated $1.98M and bringing the position to 277,261 shares worth $73.8M. The position accounts for 4.73% of the portfolio, ranked #2.

Cornerstone Wealth Group first reported a position in AAPL in Q1 2019 and has held it in 28 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Cornerstone Wealth Group held 277,261 shares of Apple worth $73.8M as of Q1 2026.
  • Cornerstone Wealth Group bought 7,609 Apple shares in Q1 2026, an estimated $1.98M.
  • Apple made up 4.73% of Cornerstone Wealth Group's portfolio in Q1 2026, its #2 holding.
  • Cornerstone Wealth Group first reported a position in Apple in Q1 2019 and has held it in 28 quarters since.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.