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CSM Advisors’s Apple AAPL Stock Holding History

CSM 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
Q2 		$202M Buy
696,554
+214,823
+45% +$61.4M 4.3% 1
2026
Q1 		$122M Buy
481,731
+338,899
+237% +$88.2M 3% 2
2025
Q4 		$38.8M Buy
142,832
+1,569
+1% +$421K 1.05% 24
2025
Q3 		$36M Sell
141,263
-39,692
-22% -$8.97M 1.01% 21
2025
Q2 		$37.1M Buy
180,955
+7,325
+4% +$1.48M 1.08% 15
2025
Q1 		$38.6M Sell
173,630
-2,168
-1% -$502K 2.1% 11
2024
Q4 		$44M Sell
175,798
-4,107
-2% -$968K 2.06% 13
2024
Q3 		$41.9M Sell
179,905
-15,457
-8% -$3.45M 2.73% 7
2024
Q2 		$41.2M Sell
195,362
-5,433
-3% -$1.01M 2.9% 7
2024
Q1 		$34.4M Sell
200,795
-16,450
-8% -$2.99M 2.26% 7
2023
Q4 		$41.8M Buy
217,245
+1,364
+0.6% +$252K 3.01% 6
2023
Q3 		$37M Sell
215,881
-8,650
-4% -$1.59M 3.22% 6
2023
Q2 		$43.6M Sell
224,531
-50,807
-18% -$8.85M 3.29% 6
2023
Q1 		$45.4M Buy
275,338
+3,240
+1% +$478K 3.92% 6
2022
Q4 		$35.4M Sell
272,098
-850
-0.3% -$121K 3.37% 6
2022
Q3 		$37.7M Sell
272,948
-34,965
-11% -$5.49M 4.12% 6
2022
Q2 		$42.1M Buy
307,913
+4,441
+1% +$673K 3.85% 8
2022
Q1 		$53M Sell
303,472
-47,350
-13% -$7.96M 3.63% 6
2021
Q4 		$62.3M Sell
350,822
-5,410
-2% -$855K 4.12% 5
2021
Q3 		$50.4M Sell
356,232
-4,540
-1% -$668K 3.72% 7
2021
Q2 		$49.4M Sell
360,772
-15,764
-4% -$2.04M 3.26% 7
2021
Q1 		$46M Buy
+376,536
New +$48.3M 6.47% 2

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CSM Advisors's AAPL Position: Q2 2026 in Review

CSM Advisors increased its Apple (AAPL) stake by 45% in Q2 2026, buying an estimated $61.4M and bringing the position to 696,554 shares worth $202M. The position accounts for 4.3% of the portfolio, ranked #1.

CSM Advisors first reported a position in AAPL in Q1 2021 and has held it in 22 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CSM Advisors held 696,554 shares of Apple worth $202M as of Q2 2026.
  • CSM Advisors bought 214,823 Apple shares in Q2 2026, an estimated $61.4M.
  • Apple made up 4.3% of CSM Advisors's portfolio in Q2 2026, its #1 holding.
  • CSM Advisors first reported a position in Apple in Q1 2021 and has held it in 22 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.