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CWS Financial Advisors’s Apple AAPL Stock Holding History

CWS Financial 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 		$15.4M Sell
60,550
-2,508
-4% -$653K 3.94% 5
2025
Q4 		$17.1M Sell
63,058
-1,935
-3% -$519K 4.65% 4
2025
Q3 		$16.5M Sell
64,993
-370
-0.6% -$83.6K 4.59% 4
2025
Q2 		$13.4M Sell
65,363
-4,061
-6% -$820K 3.9% 4
2025
Q1 		$15.4M Buy
69,424
+3,988
+6% +$924K 4.87% 4
2024
Q4 		$16.4M Buy
65,436
+221
+0.3% +$52.1K 5.31% 4
2024
Q3 		$15.2M Buy
65,215
+52
+0.1% +$11.6K 5.38% 4
2024
Q2 		$13.7M Buy
65,163
+2,727
+4% +$509K 5.4% 4
2024
Q1 		$10.7M Sell
62,436
-3,570
-5% -$649K 4.39% 4
2023
Q4 		$12.7M Buy
66,006
+7,488
+13% +$1.38M 4.77% 4
2023
Q3 		$10M Sell
58,518
-490
-0.8% -$89.9K 4.02% 4
2023
Q2 		$11.4M Sell
59,008
-2,650
-4% -$462K 4.34% 4
2023
Q1 		$10.2M Sell
61,658
-79
-0.1% -$11.7K 4.05% 5
2022
Q4 		$7.54M Sell
61,737
-126
-0.2% -$18K 3.25% 5
2022
Q3 		$8.55M Buy
61,863
+229
+0.4% +$35.9K 4.09% 4
2022
Q2 		$8.43M Sell
61,634
-855
-1% -$129K 3.85% 4
2022
Q1 		$10.9M Sell
62,489
-87
-0.1% -$14.6K 4.12% 4
2021
Q4 		$11.1M Buy
+62,576
New +$9.89M 3.92% 4
2021
Q2 		$8.45M Sell
61,712
-25
-0% -$3.24K 3.37% 5
2021
Q1 		$7.54M Sell
61,737
-2,783
-4% -$357K 3.25% 5
2020
Q4 		$8.56M Buy
64,520
+177
+0.3% +$21.3K 4.98% 2
2020
Q3 		$7.45M Buy
64,343
+1,951
+3% +$213K 4.96% 2
2020
Q2 		$5.69M Buy
62,392
+8,780
+16% +$680K 4.1% 2
2020
Q1 		$3.94M Sell
53,612
-1,316
-2% -$96.8K 2.91% 2
2019
Q4 		$4.03M Buy
+54,928
New +$3.53M 2.94% 2

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

CWS Financial Advisors's AAPL Position: Q1 2026 in Review

CWS Financial Advisors reduced its Apple (AAPL) stake by 4% in Q1 2026, selling an estimated $653K and leaving 60,550 shares worth $15.4M. The position accounts for 3.94% of the portfolio, ranked #5.

CWS Financial Advisors first reported a position in AAPL in Q4 2019 and has held it in 25 quarters since. The position peaked at $17.1M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • CWS Financial Advisors held 60,550 shares of Apple worth $15.4M as of Q1 2026.
  • CWS Financial Advisors sold 2,508 Apple shares in Q1 2026, an estimated $653K.
  • Apple made up 3.94% of CWS Financial Advisors's portfolio in Q1 2026, its #5 holding.
  • CWS Financial Advisors first reported a position in Apple in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Apple position peaked at $17.1M in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.