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Personal CFO Solutions’s Apple AAPL Stock Holding History

Personal CFO Solutions’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 		$34.9M Sell
137,617
-3,123
-2% -$813K 4.91% 2
2025
Q4 		$38.3M Buy
140,740
+34,322
+32% +$9.21M 6.07% 2
2025
Q3 		$27.1M Sell
106,418
-3,037
-3% -$686K 4.75% 2
2025
Q2 		$22.5M Buy
109,455
+213
+0.2% +$43K 4.15% 2
2025
Q1 		$24.3M Sell
109,242
-375
-0.3% -$86.9K 4.93% 2
2024
Q4 		$27.5M Buy
109,617
+3,588
+3% +$846K 5.4% 2
2024
Q3 		$24.7M Buy
106,029
+9,514
+10% +$2.12M 3.45% 2
2024
Q2 		$20.3M Buy
96,515
+10,371
+12% +$1.93M 3.12% 2
2024
Q1 		$14.8M Buy
86,144
+210
+0.2% +$38.2K 2.31% 4
2023
Q4 		$16.5M Buy
85,934
+4,341
+5% +$802K 2.86% 4
2023
Q3 		$14M Sell
81,593
-2,068
-2% -$379K 2.76% 4
2023
Q2 		$16.2M Buy
83,661
+3,027
+4% +$527K 3.29% 3
2023
Q1 		$13.3M Sell
80,634
-6,235
-7% -$920K 2.75% 4
2022
Q4 		$11.3M Buy
86,869
+1,259
+1% +$180K 2.39% 4
2022
Q3 		$11.8M Sell
85,610
-1,663
-2% -$261K 2.97% 4
2022
Q2 		$11.9M Buy
87,273
+4,177
+5% +$633K 2.8% 4
2022
Q1 		$14.5M Buy
83,096
+3,067
+4% +$516K 2.86% 4
2021
Q4 		$14.2M Buy
80,029
+700
+0.9% +$111K 2.66% 6
2021
Q3 		$11.2M Buy
79,329
+11,213
+16% +$1.65M 2.3% 7
2021
Q2 		$9.33M Sell
68,116
-5,979
-8% -$775K 1.91% 8
2021
Q1 		$9.05M Buy
74,095
+369
+0.5% +$47.4K 1.96% 8
2020
Q4 		$9.78M Buy
73,726
+1,477
+2% +$178K 2.42% 6
2020
Q3 		$8K Sell
72,249
-2,095
-3% -$229K 2.67% 6
2020
Q2 		$6.78M Sell
74,344
-864
-1% -$67K 2.01% 6
2020
Q1 		$4.78M Sell
75,208
-2,504
-3% -$184K 1.72% 7
2019
Q4 		$5.71M Buy
+77,712
New +$5M 1.64% 8

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

Personal CFO Solutions's AAPL Position: Q1 2026 in Review

Personal CFO Solutions reduced its Apple (AAPL) stake by 2.2% in Q1 2026, selling an estimated $813K and leaving 137,617 shares worth $34.9M. The position accounts for 4.91% of the portfolio, ranked #2.

Personal CFO Solutions first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $38.3M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Personal CFO Solutions held 137,617 shares of Apple worth $34.9M as of Q1 2026.
  • Personal CFO Solutions sold 3,123 Apple shares in Q1 2026, an estimated $813K.
  • Apple made up 4.91% of Personal CFO Solutions's portfolio in Q1 2026, its #2 holding.
  • Personal CFO Solutions first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's Apple position peaked at $38.3M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.