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Curran Financial Partners’s Apple AAPL Stock Holding History

Curran Financial Partners’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 		$7.11M Buy
28,028
+691
+3% +$180K 1.27% 26
2025
Q4 		$7.43M Sell
27,337
-1,827
-6% -$490K 1.41% 18
2025
Q3 		$7.43M Buy
29,164
+639
+2% +$144K 1.47% 18
2025
Q2 		$5.85M Buy
28,525
+1,915
+7% +$387K 1.29% 23
2025
Q1 		$5.91M Buy
26,610
+825
+3% +$191K 1.45% 24
2024
Q4 		$6.46M Buy
25,785
+895
+4% +$211K 1.7% 18
2024
Q3 		$5.8M Sell
24,890
-43
-0.2% -$9.6K 1.65% 19
2024
Q2 		$5.25M Buy
24,933
+83
+0.3% +$15.5K 1.76% 18
2024
Q1 		$4.26M Sell
24,850
-181
-0.7% -$32.9K 1.48% 24
2023
Q4 		$4.87M Buy
25,031
+58
+0.2% +$10.7K 1.87% 18
2023
Q3 		$4.28M Buy
24,973
+665
+3% +$122K 1.86% 19
2023
Q2 		$4.72M Sell
24,308
-1,337
-5% -$233K 2.05% 15
2023
Q1 		$4.23M Buy
25,645
+803
+3% +$118K 2.01% 17
2022
Q4 		$3.23M Sell
24,842
-1,737
-7% -$248K 1.56% 24
2022
Q3 		$3.67M Buy
26,579
+188
+0.7% +$29.5K 1.86% 17
2022
Q2 		$3.61M Sell
26,391
-1,773
-6% -$269K 1.7% 17
2022
Q1 		$4.92M Buy
28,164
+11,948
+74% +$2.01M 2.02% 18
2021
Q4 		$2.88M Buy
16,216
+2,322
+17% +$367K 1.22% 18
2021
Q3 		$1.97M Buy
13,894
+214
+2% +$31.5K 1.01% 27
2021
Q2 		$1.87M Buy
13,680
+529
+4% +$68.5K 1.03% 26
2021
Q1 		$1.61M Sell
13,151
-342
-3% -$43.9K 1.15% 25
2020
Q4 		$1.79M Buy
+13,493
New +$1.62M 1.53% 20

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

Curran Financial Partners's AAPL Position: Q1 2026 in Review

Curran Financial Partners increased its Apple (AAPL) stake by 2.5% in Q1 2026, buying an estimated $180K and bringing the position to 28,028 shares worth $7.11M. The position accounts for 1.27% of the portfolio, ranked #26.

Curran Financial Partners first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.43M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Curran Financial Partners held 28,028 shares of Apple worth $7.11M as of Q1 2026.
  • Curran Financial Partners bought 691 Apple shares in Q1 2026, an estimated $180K.
  • Apple made up 1.27% of Curran Financial Partners's portfolio in Q1 2026, its #26 holding.
  • Curran Financial Partners first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Curran Financial Partners's Apple position peaked at $7.43M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.