Cerity Partners’s Apple AAPL Stock Holding History

Cerity Partners’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	$482K	Buy	+1,900	New	+$494K	﹤0.01%	2311

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

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.