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CGC Financial Services’s Apple AAPL Stock Holding History

CGC Financial Services’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
Q2 		$4.66M Buy
16,119
+1,459
+10% +$417K 1.05% 13
2026
Q1 		$3.72M Sell
14,660
-659
-4% -$172K 1.08% 11
2025
Q4 		$4.16M Buy
15,319
+973
+7% +$261K 1.11% 12
2025
Q3 		$3.65M Hold
14,346
– – 1.01% 12
2025
Q2 		$2.94M Sell
14,346
-157
-1% -$31.7K 0.99% 11
2025
Q1 		$3.22M Sell
14,503
-1,164
-7% -$270K 1.27% 9
2024
Q4 		$3.92M Buy
15,667
+1,157
+8% +$273K 1.56% 9
2024
Q3 		$3.38M Buy
14,510
+456
+3% +$102K 1.36% 9
2024
Q2 		$2.96M Sell
14,054
-1,624
-10% -$303K 1.28% 9
2024
Q1 		$2.69M Sell
15,678
-965
-6% -$175K 1.41% 7
2023
Q4 		$3.2M Buy
16,643
+742
+5% +$137K 1.47% 12
2023
Q3 		$2.72M Sell
15,901
-1,457
-8% -$267K 1.9% 7
2023
Q2 		$3.37M Buy
+17,358
New +$3.02M 2.19% 7

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

CGC Financial Services's AAPL Position: Q2 2026 in Review

CGC Financial Services increased its Apple (AAPL) stake by 10% in Q2 2026, buying an estimated $417K and bringing the position to 16,119 shares worth $4.66M. The position accounts for 1.05% of the portfolio, ranked #13.

CGC Financial Services first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CGC Financial Services held 16,119 shares of Apple worth $4.66M as of Q2 2026.
  • CGC Financial Services bought 1,459 Apple shares in Q2 2026, an estimated $417K.
  • Apple made up 1.05% of CGC Financial Services's portfolio in Q2 2026, its #13 holding.
  • CGC Financial Services first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.