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My Personal CFO LLC’s Apple AAPL Stock Holding History

My Personal CFO LLC’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 		$11.8M Sell
40,697
-2,524
-6% -$722K 4.6% 5
2026
Q1 		$11M Sell
43,221
-1,979
-4% -$515K 4.8% 5
2025
Q4 		$12.3M Buy
45,200
+39,690
+720% +$10.7M 5.13% 4
2025
Q3 		$1.4M Sell
5,510
-50,199
-90% -$11.3M 0.54% 38
2025
Q2 		$11.4M Buy
55,709
+194
+0.3% +$39.2K 5.2% 4
2025
Q1 		$12.3M Buy
55,515
+30,672
+123% +$7.11M 6.21% 4
2024
Q4 		$6.22M Buy
24,843
+125
+0.5% +$29.5K 3.19% 6
2024
Q3 		$5.76M Sell
24,718
-3,284
-12% -$733K 3.16% 6
2024
Q2 		$5.9M Buy
28,002
+179
+0.6% +$33.4K 3.15% 7
2024
Q1 		$4.77M Buy
27,823
+322
+1% +$58.5K 2.75% 7
2023
Q4 		$5.29M Buy
27,501
+1,201
+5% +$222K 3.45% 7
2023
Q3 		$4.5M Buy
26,300
+24
+0.1% +$4.4K 3.64% 6
2023
Q2 		$5.1M Buy
26,276
+1,047
+4% +$182K 4% 6
2023
Q1 		$4.16M Buy
25,229
+23,317
+1,220% +$3.44M 3.55% 7
2022
Q4 		$3.26M Hold
1,912
– – 3.01% 7
2022
Q3 		$264K Sell
1,912
-23,543
-92% -$3.7M 0.4% 50
2022
Q2 		$3.48M Buy
25,455
+866
+4% +$131K 4.47% 5
2022
Q1 		$4.29M Sell
24,589
-79
-0.3% -$13.3K 4.44% 5
2021
Q4 		$4.38M Buy
+24,668
New +$3.9M 3.82% 5

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

My Personal CFO LLC's AAPL Position: Q2 2026 in Review

My Personal CFO LLC reduced its Apple (AAPL) stake by 5.8% in Q2 2026, selling an estimated $722K and leaving 40,697 shares worth $11.8M. The position accounts for 4.6% of the portfolio, ranked #5.

My Personal CFO LLC first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.3M in Q1 2025. 3,319 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • My Personal CFO LLC held 40,697 shares of Apple worth $11.8M as of Q2 2026.
  • My Personal CFO LLC sold 2,524 Apple shares in Q2 2026, an estimated $722K.
  • Apple made up 4.6% of My Personal CFO LLC's portfolio in Q2 2026, its #5 holding.
  • My Personal CFO LLC first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • My Personal CFO LLC's Apple position peaked at $12.3M in Q1 2025.
  • 3,319 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.