CCG Wealth Management’s Apple AAPL Stock Holding History

CCG Wealth Management’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
2021 Q4	–	Sell	-500	Closed	-$13K	–	97
2021 Q3	$13K	Buy	+500	New	+$73.6K	0.01%	106

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCG Wealth Management's AAPL Position: Q1 2026 in Review

CCG Wealth Management increased its Apple (AAPL) stake by 110% in Q1 2026, buying an estimated $5.77M and bringing the position to 42,414 shares worth $10.8M. The position accounts for 2.92% of the portfolio, ranked #9.

CCG Wealth Management first reported a position in AAPL in Q1 2019 and has held it in 29 quarters since. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

CCG Wealth Management held 42,414 shares of Apple worth $10.8M as of Q1 2026.
CCG Wealth Management bought 22,175 Apple shares in Q1 2026, an estimated $5.77M.
Apple made up 2.92% of CCG Wealth Management's portfolio in Q1 2026, its #9 holding.
CCG Wealth Management first reported a position in Apple in Q1 2019 and has held it in 29 quarters since.
6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.