Collaborative Wealth Managment Inc. / AAPL
Collaborative Wealth Managment Inc.’s Apple Inc Position
Does Collaborative Wealth Managment Inc. own Apple Inc (AAPL)? Yes — 21.1K shares worth $5M (+2.46% of its 13F portfolio) as of Q1 2026, down from 28.2K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
21.1K
% of Portfolio
+2.46%
Quarters Held
18
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 21.1K | $5M | +2.46% |
| Q4 2025 | 28.2K | $8M | +2.70% |
| Q3 2025 | 23.4K | $6M | +2.41% |
| Q2 2025 | 23.6K | $5M | +2.11% |
| Q1 2025 | 23.7K | $5M | +2.46% |
| Q4 2024 | 24.9K | $6M | +2.83% |
| Q3 2024 | 26.4K | $6M | +2.79% |
| Q2 2024 | 26.5K | $6M | +2.73% |
| Q1 2024 | 26.6K | $5M | +2.29% |
| Q4 2023 | 27.0K | $5M | +2.82% |
| Q3 2023 | 27.5K | $5M | +2.81% |
| Q2 2023 | 27.8K | $5M | +3.21% |
| Q1 2023 | 27.8K | $5M | +2.89% |
| Q4 2022 | 27.9K | $4M | +2.38% |
| Q3 2022 | 27.8K | $4M | +2.72% |
| Q2 2022 | 27.7K | $4M | +2.49% |
| Q1 2022 | 27.7K | $5M | +2.79% |
| Q4 2021 | 29.2K | $5M | +2.84% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Collaborative Wealth Managment Inc.’s full portfolio or all institutional holders of AAPL.