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COWA LLC’s Apple AAPL Stock Holding History

COWA LLC’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 		$13.7M Buy
43,193
+5,209
+14% +$1.36M 3.7% 7
2025
Q4 		$10.3M Buy
37,984
+1,105
+3% +$297K 3.14% 9
2025
Q3 		$9.39M Sell
36,879
-554
-1% -$125K 3.12% 9
2025
Q2 		$7.69M Buy
37,433
+1,612
+5% +$326K 2.93% 9
2025
Q1 		$12M Sell
35,821
-460
-1% -$107K 5.13% 4
2024
Q4 		$9.09M Sell
36,281
-978
-3% -$230K 4.19% 3
2024
Q3 		$8.68M Buy
37,259
+961
+3% +$215K 4.13% 4
2024
Q2 		$7.65M Buy
36,298
+2,715
+8% +$506K 4.08% 5
2024
Q1 		$5.76M Sell
33,583
-1,105
-3% -$201K 3.39% 8
2023
Q4 		$6.68M Sell
34,688
-281
-0.8% -$51.9K 4.16% 6
2023
Q3 		$5.99M Sell
34,969
-99
-0.3% -$18.2K 4.04% 7
2023
Q2 		$6.8M Sell
35,068
-88
-0.3% -$15.3K 4.48% 6
2023
Q1 		$5.8M Sell
35,156
-642
-2% -$94.7K 4.73% 4
2022
Q4 		$6.28M Sell
35,798
-9,125
-20% -$1.3M 3.9% 6
2022
Q3 		$6.21M Buy
44,923
+6,062
+16% +$951K 4.1% 4
2022
Q2 		$5.31M Sell
38,861
-1,833
-5% -$278K 3.06% 7
2022
Q1 		$7.11M Buy
40,694
+1,730
+4% +$291K 3.53% 6
2021
Q4 		$6.92M Sell
38,964
-3,878
-9% -$613K 3.48% 8
2021
Q3 		$6.06M Buy
+42,842
New +$6.31M 3.47% 8
2021
Q2 		– Sell
-45,283
Closed -$6.01M – 122
2021
Q1 		$6.01M Buy
45,283
+4,047
+10% +$519K 3.61% 6
2020
Q4 		$5.4M Buy
+41,236
New +$4.96M 4.11% 4

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

COWA LLC's AAPL Position: Q1 2026 in Review

COWA LLC increased its Apple (AAPL) stake by 14% in Q1 2026, buying an estimated $1.36M and bringing the position to 43,193 shares worth $13.7M. The position accounts for 3.7% of the portfolio, ranked #7.

COWA LLC first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • COWA LLC held 43,193 shares of Apple worth $13.7M as of Q1 2026.
  • COWA LLC bought 5,209 Apple shares in Q1 2026, an estimated $1.36M.
  • Apple made up 3.7% of COWA LLC's portfolio in Q1 2026, its #7 holding.
  • COWA LLC first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.