Cerity Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.38B | Buy |
9,372,275
+251,644
| +3% | +$65.5M | 3.36% | 2 |
|
|
2025
Q4 | $2.48B | Buy |
9,120,631
+319,931
| +4% | +$85.9M | 3.61% | 2 |
|
|
2025
Q3 | $2.22B | Sell |
8,800,700
-49,987
| -0.6% | -$11.3M | 3.61% | 2 |
|
|
2025
Q2 | $1.81B | Buy |
8,850,687
+302,088
| +4% | +$61M | 3.22% | 3 |
|
|
2025
Q1 | $1.89B | Buy |
8,548,599
+1,208,821
| +16% | +$280M | 3.83% | 2 |
|
|
2024
Q4 | $1.81B | Buy |
7,339,778
+68,026
| +0.9% | +$16M | 3.94% | 2 |
|
|
2024
Q3 | $1.69B | Buy |
7,271,752
+1,117,347
| +18% | +$250M | 3.74% | 2 |
|
|
2024
Q2 | $1.3B | Sell |
6,154,405
-372,219
| -6% | -$69.4M | 3.41% | 2 |
|
|
2024
Q1 | $1.12B | Sell |
6,526,624
-2,903,566
| -31% | -$528M | 2.95% | 3 |
|
|
2023
Q4 | $1.09B | Buy |
+9,430,190
| New | +$1.74B | 3.59% | 2 |
|
|
2023
Q3 | – | Sell |
-5,548,542
| Closed | -$1.02B | – | 1 |
|
|
2023
Q2 | $1.08B | Buy |
+5,548,542
| New | +$967M | 4.19% | 1 |
|
|
2023
Q1 | – | Sell |
-4,817,829
| Closed | -$711M | – | 1847 |
|
|
2022
Q4 | $644M | Buy |
4,817,829
+2,116,818
| +78% | +$303M | 4.12% | 1 |
|
|
2022
Q3 | $373M | Buy |
2,701,011
+33,905
| +1% | +$5.32M | 4.49% | 3 |
|
|
2022
Q2 | $365M | Buy |
2,667,106
+943,707
| +55% | +$143M | 4.03% | 3 |
|
|
2022
Q1 | $282M | Sell |
1,723,399
-26,052
| -1% | -$4.38M | 4.38% | 3 |
|
|
2021
Q4 | $292M | Buy |
1,749,451
+339,715
| +24% | +$53.7M | 4.44% | 4 |
|
|
2021
Q3 | $199M | Buy |
1,409,736
+9,864
| +0.7% | +$1.45M | 4.39% | 4 |
|
|
2021
Q2 | $192M | Sell |
1,399,872
-21,139
| -1% | -$2.74M | 4.2% | 3 |
|
|
2021
Q1 | $174M | Buy |
1,421,011
+354,469
| +33% | +$45.5M | 4.12% | 3 |
|
|
2020
Q4 | $142M | Buy |
1,066,542
+37,348
| +4% | +$4.49M | 4.54% | 3 |
|
|
2020
Q3 | $119M | Buy |
1,029,194
+337,874
| +49% | +$36.9M | 4.9% | 3 |
|
|
2020
Q2 | $63M | Sell |
691,320
-80,808
| -10% | -$6.26M | 3.48% | 6 |
|
|
2020
Q1 | $49.1M | Sell |
772,128
-27,564
| -3% | -$2.03M | 3.09% | 6 |
|
|
2019
Q4 | $58.7M | Sell |
799,692
-46,288
| -5% | -$2.98M | 2.99% | 6 |
|
|
2019
Q3 | $47.4M | Buy |
845,980
+82,504
| +11% | +$4.31M | 2.78% | 6 |
|
|
2019
Q2 | $37.8M | Buy |
763,476
+3,336
| +0.4% | +$163K | 2.38% | 5 |
|
|
2019
Q1 | $36.1M | Sell |
760,140
-174,012
| -19% | -$7.38M | 2.43% | 6 |
|
|
2018
Q4 | $36.8M | Buy |
934,152
+12,784
| +1% | +$620K | 2.47% | 6 |
|
|
2018
Q3 | $52M | Sell |
921,368
-28,760
| -3% | -$1.5M | 3.6% | 3 |
|
|
2018
Q2 | $44M | Buy |
950,128
+9,352
| +1% | +$424K | 3.25% | 3 |
|
|
2018
Q1 | $39.5M | Sell |
940,776
-19,476
| -2% | -$838K | 3.02% | 3 |
|
|
2017
Q4 | $40.6M | Buy |
960,252
+25,444
| +3% | +$1.06M | 2.73% | 4 |
|
|
2017
Q3 | $36M | Buy |
934,808
+834,884
| +836% | +$32.4M | 2.55% | 4 |
|
|
2017
Q2 | $3.04M | Sell |
99,924
-665,760
| -87% | -$24.6M | 0.25% | 82 |
|
|
2017
Q1 | $27.5M | Buy |
765,684
+744,684
| +3,546% | +$24.5M | 2.3% | 5 |
|
|
2016
Q4 | $608K | Buy |
+21,000
| New | +$595K | 0.84% | 34 |
|
Other funds holding AAPL
VCM
VPM
Cerity Partners's AAPL Position: Q1 2026 in Review
Cerity Partners increased its Apple (AAPL) stake by 2.8% in Q1 2026, buying an estimated $65.5M and bringing the position to 9,372,275 shares worth $2.38B. The position accounts for 3.36% of the portfolio, ranked #2.
Cerity Partners first reported a position in AAPL in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.48B in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Cerity Partners held 9,372,275 shares of Apple worth $2.38B as of Q1 2026.
- Cerity Partners bought 251,644 Apple shares in Q1 2026, an estimated $65.5M.
- Apple made up 3.36% of Cerity Partners's portfolio in Q1 2026, its #2 holding.
- Cerity Partners first reported a position in Apple in Q4 2016 and has held it in 36 quarters since.
- Cerity Partners's Apple position peaked at $2.48B in Q4 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.