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CVA Family Office’s Apple AAPL Stock Holding History

CVA Family Office’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 		$18.8M Buy
64,859
+1,400
+2% +$400K 1.7% 13
2026
Q1 		$16.1M Buy
63,459
+4,683
+8% +$1.22M 1.7% 12
2025
Q4 		$16M Buy
58,776
+3,025
+5% +$812K 1.84% 11
2025
Q3 		$14.2M Buy
55,751
+356
+0.6% +$80.4K 1.83% 10
2025
Q2 		$11.4M Buy
55,395
+350
+0.6% +$70.7K 1.6% 14
2025
Q1 		$12.2M Buy
55,045
+971
+2% +$225K 1.87% 11
2024
Q4 		$13.5M Buy
54,074
+2,714
+5% +$640K 2.14% 9
2024
Q3 		$12M Sell
51,360
-268
-0.5% -$59.8K 1.94% 9
2024
Q2 		$10.9M Buy
51,628
+3,573
+7% +$666K 1.96% 9
2024
Q1 		$8.24M Sell
48,055
-379
-0.8% -$68.9K 1.47% 16
2023
Q4 		$9.32M Sell
48,434
-85
-0.2% -$15.7K 1.82% 11
2023
Q3 		$8.31M Buy
48,519
+2,136
+5% +$392K 1.9% 11
2023
Q2 		$9M Sell
46,383
-58
-0.1% -$10.1K 1.89% 9
2023
Q1 		$7.66M Buy
46,441
+1,832
+4% +$270K 1.71% 12
2022
Q4 		$5.8M Sell
44,609
-409
-0.9% -$58.5K 1.41% 16
2022
Q3 		$6.22M Buy
45,018
+1,384
+3% +$217K 1.69% 10
2022
Q2 		$5.97M Buy
43,634
+402
+0.9% +$60.9K 1.62% 14
2022
Q1 		$7.55M Buy
43,232
+2,887
+7% +$485K 1.81% 12
2021
Q4 		$7.16M Buy
40,345
+26,221
+186% +$4.14M 1.78% 12
2021
Q3 		$1.64M Sell
14,124
-24,948
-64% -$3.67M 1.18% 23
2021
Q2 		$5.35M Buy
39,072
+13,157
+51% +$1.7M 1.52% 15
2021
Q1 		$3.17M Buy
25,915
+11,524
+80% +$1.48M 1.2% 22
2020
Q4 		$1.91M Buy
14,391
+267
+2% +$32.1K 1.17% 25
2020
Q3 		$1.64M Buy
14,124
+1,084
+8% +$118K 1.18% 23
2020
Q2 		$1.19M Buy
13,040
+1,024
+9% +$79.4K 0.98% 25
2020
Q1 		$764K Sell
12,016
-7,996
-40% -$588K 0.78% 32
2019
Q4 		$1.47M Buy
+20,012
New +$1.29M 1.35% 19

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

CVA Family Office's AAPL Position: Q2 2026 in Review

CVA Family Office increased its Apple (AAPL) stake by 2.2% in Q2 2026, buying an estimated $400K and bringing the position to 64,859 shares worth $18.8M. The position accounts for 1.7% of the portfolio, ranked #13.

CVA Family Office first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CVA Family Office held 64,859 shares of Apple worth $18.8M as of Q2 2026.
  • CVA Family Office bought 1,400 Apple shares in Q2 2026, an estimated $400K.
  • Apple made up 1.7% of CVA Family Office's portfolio in Q2 2026, its #13 holding.
  • CVA Family Office first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.