Cerity Partners
AAPL icon

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 		$20.5M Buy
80,800
+3,200
+4% +$833K 0.03% 443
2025
Q4 		$339K Buy
+77,600
New +$20.8M ﹤0.01% 2338
2023
Q2 		– Hold
0
– -$1.72B – 1631
2023
Q1 		– Hold
0
– – – 5

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
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.