CV Advisors
AAPL icon

CV Advisors’s Apple AAPL Stock Holding History

CV 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
Q3 		$32.4M Buy
97,293
+2,560
+3% +$822K 5.45% 4
2026
Q2 		$27.4M Buy
94,733
+11,118
+13% +$3.18M 5.06% 4
2026
Q1 		$21.2M Buy
83,615
+2,476
+3% +$644K 5.79% 3
2025
Q4 		$22.1M Sell
81,139
-1,521
-2% -$408K 5.63% 3
2025
Q3 		$21M Sell
82,660
-472
-0.6% -$107K 5.83% 2
2025
Q2 		$17.1M Sell
83,132
-3,952
-5% -$798K 5.24% 5
2025
Q1 		$19.3M Buy
87,084
+2,514
+3% +$582K 6.79% 2
2024
Q4 		$18.1M Buy
84,570
+30,993
+58% +$7.3M 6.28% 3
2024
Q3 		$12.5M Buy
53,577
+727
+1% +$162K 6.01% 2
2024
Q2 		$11.1M Sell
52,850
-3,548
-6% -$662K 5.83% 5
2024
Q1 		$9.7M Buy
56,398
+8,452
+18% +$1.54M 5.45% 4
2023
Q4 		$9.23M Buy
47,946
+3,238
+7% +$598K 6.21% 4
2023
Q3 		$7.65M Hold
44,708
– – 5.69% 4
2023
Q2 		$8.67M Sell
44,708
-1,319
-3% -$230K 6.37% 4
2023
Q1 		$7.59M Sell
46,027
-1,050
-2% -$155K 6.65% 4
2022
Q4 		$6.12M Sell
47,077
-39,598
-46% -$5.66M 5.87% 4
2022
Q3 		$12M Buy
86,675
+35,458
+69% +$5.57M 11.78% 2
2022
Q2 		$7M Buy
51,217
+1,266
+3% +$192K 6.63% 3
2022
Q1 		$8.72M Sell
49,951
-3,392
-6% -$570K 6.17% 3
2021
Q4 		$9.47M Buy
+53,343
New +$8.43M 5.42% 4

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CV Advisors's AAPL Position: Q3 2026 in Review

CV Advisors increased its Apple (AAPL) stake by 2.7% in Q3 2026, buying an estimated $822K and bringing the position to 97,293 shares worth $32.4M. The position accounts for 5.45% of the portfolio, ranked #4.

CV Advisors first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • CV Advisors held 97,293 shares of Apple worth $32.4M as of Q3 2026.
  • CV Advisors bought 2,560 Apple shares in Q3 2026, an estimated $822K.
  • Apple made up 5.45% of CV Advisors's portfolio in Q3 2026, its #4 holding.
  • CV Advisors first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.