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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CCG Wealth Management's AAPL Position: Q2 2026 in Review

CCG Wealth Management increased its Apple (AAPL) stake by 1% in Q2 2026, buying an estimated $124K and bringing the position to 42,849 shares worth $12.4M. The position accounts for 2.88% of the portfolio, ranked #9.

CCG Wealth Management first reported a position in AAPL in Q1 2019 and has held it in 30 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

CCG Wealth Management held 42,849 shares of Apple worth $12.4M as of Q2 2026.
CCG Wealth Management bought 435 Apple shares in Q2 2026, an estimated $124K.
Apple made up 2.88% of CCG Wealth Management's portfolio in Q2 2026, its #9 holding.
CCG Wealth Management first reported a position in Apple in Q1 2019 and has held it in 30 quarters since.
6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.