Crux Wealth Advisors’s Apple AAPL Stock Holding History

Crux Wealth Advisors’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	$3.04M	Sell	11,975 -31	-0.3%	-$8.07K	1.17%	22
2025 Q4	$3.26M	Sell	12,006 -532	-4%	-$143K	1.21%	21
2025 Q3	$3.19M	Sell	12,538 -204	-2%	-$46.1K	1.27%	21
2025 Q2	$2.61M	Sell	12,742 -3,856	-23%	-$779K	1.11%	25
2025 Q1	$3.69M	Sell	16,598 -1,119	-6%	-$259K	1.92%	8
2024 Q4	$4.44M	Buy	+17,717	New	+$4.18M	2.47%	5

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Crux Wealth Advisors's AAPL Position: Q1 2026 in Review

Crux Wealth Advisors reduced its Apple (AAPL) stake by 0.26% in Q1 2026, selling an estimated $8.07K and leaving 11,975 shares worth $3.04M. The position accounts for 1.17% of the portfolio, ranked #22.

Crux Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.44M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Crux Wealth Advisors held 11,975 shares of Apple worth $3.04M as of Q1 2026.
Crux Wealth Advisors sold 31 Apple shares in Q1 2026, an estimated $8.07K.
Apple made up 1.17% of Crux Wealth Advisors's portfolio in Q1 2026, its #22 holding.
Crux Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
Crux Wealth Advisors's Apple position peaked at $4.44M in Q4 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.