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Councilmark Asset Management’s Apple AAPL Stock Holding History

Councilmark Asset 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
Q1 		$16.6M Sell
65,449
-427
-0.6% -$111K 9.53% 2
2025
Q4 		$17.9M Sell
65,876
-970
-1% -$260K 10.02% 1
2025
Q3 		$17M Sell
66,846
-385
-0.6% -$87K 9.76% 1
2025
Q2 		$13.8M Sell
67,231
-753
-1% -$152K 8.73% 1
2025
Q1 		$15.1M Sell
67,984
-690
-1% -$160K 10.19% 1
2024
Q4 		$17.2M Buy
68,674
+655
+1% +$154K 11.55% 1
2024
Q3 		$15.8M Sell
68,019
-450
-0.7% -$100K 10.64% 1
2024
Q2 		$14.4M Sell
68,469
-205
-0.3% -$38.2K 10.22% 1
2024
Q1 		$11.8M Buy
+68,674
New +$12.5M 8.48% 2

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

Councilmark Asset Management's AAPL Position: Q1 2026 in Review

Councilmark Asset Management reduced its Apple (AAPL) stake by 0.65% in Q1 2026, selling an estimated $111K and leaving 65,449 shares worth $16.6M. The position accounts for 9.53% of the portfolio, ranked #2.

Councilmark Asset Management first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $17.9M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Councilmark Asset Management held 65,449 shares of Apple worth $16.6M as of Q1 2026.
  • Councilmark Asset Management sold 427 Apple shares in Q1 2026, an estimated $111K.
  • Apple made up 9.53% of Councilmark Asset Management's portfolio in Q1 2026, its #2 holding.
  • Councilmark Asset Management first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • Councilmark Asset Management's Apple position peaked at $17.9M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.