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Clear Creek Financial Management’s Apple AAPL Stock Holding History

Clear Creek Financial 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
2026
Q1 		$17.9M Buy
70,401
+250
+0.4% +$65.1K 1.37% 12
2025
Q4 		$19.1M Sell
70,151
-1,310
-2% -$352K 1.56% 10
2025
Q3 		$18.2M Buy
71,461
+3,070
+4% +$694K 1.58% 11
2025
Q2 		$14M Buy
68,391
+4,862
+8% +$982K 1.34% 13
2025
Q1 		$14.1M Buy
63,529
+4,197
+7% +$972K 1.46% 9
2024
Q4 		$14.9M Buy
59,332
+12,501
+27% +$2.95M 1.61% 11
2024
Q3 		$10.9M Sell
46,831
-379
-0.8% -$84.6K 1.24% 14
2024
Q2 		$9.94M Buy
47,210
+1,265
+3% +$236K 1.2% 12
2024
Q1 		$7.88M Buy
45,945
+2,712
+6% +$493K 1.01% 20
2023
Q4 		$8.32M Sell
43,233
-738
-2% -$136K 1.32% 13
2023
Q3 		$7.53M Sell
43,971
-210
-0.5% -$38.5K 1.32% 12
2023
Q2 		$8.57M Sell
44,181
-1,943
-4% -$339K 1.48% 18
2023
Q1 		$7.61M Sell
46,124
-433
-0.9% -$63.9K 1.44% 14
2022
Q4 		$6.05M Buy
46,557
+103
+0.2% +$14.7K 1.33% 17
2022
Q3 		$6.42M Sell
46,454
-1,872
-4% -$294K 1.42% 13
2022
Q2 		$6.61M Sell
48,326
-27,755
-36% -$4.2M 1.38% 16
2022
Q1 		$13.3M Buy
76,081
+1,378
+2% +$232K 2.08% 9
2021
Q4 		$13.3M Buy
74,703
+25,503
+52% +$4.03M 1.99% 11
2021
Q3 		$6.96M Sell
49,200
-215
-0.4% -$31.7K 1.12% 18
2021
Q2 		$6.77M Buy
49,415
+43,839
+786% +$5.68M 1.05% 25
2021
Q1 		$750K Sell
5,576
-39,888
-88% -$5.12M 1.5% 24
2020
Q4 		$6.03M Buy
+45,464
New +$5.47M 1.16% 23
2020
Q3 		– Sell
-39,664
Closed -$3.62M – 81
2020
Q2 		$3.62M Sell
39,664
-516
-1% -$40K 0.94% 28
2020
Q1 		$2.79M Buy
40,180
+20,324
+102% +$1.49M 1.06% 20
2019
Q4 		$1.55M Sell
19,856
-2,356
-11% -$152K 0.61% 28
2019
Q3 		$1.46M Sell
22,212
-19,392
-47% -$1.01M 0.71% 23
2019
Q2 		$2.06M Buy
+41,604
New +$2.03M 0.88% 22

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

Clear Creek Financial Management's AAPL Position: Q1 2026 in Review

Clear Creek Financial Management increased its Apple (AAPL) stake by 0.36% in Q1 2026, buying an estimated $65.1K and bringing the position to 70,401 shares worth $17.9M. The position accounts for 1.37% of the portfolio, ranked #12.

Clear Creek Financial Management first reported a position in AAPL in Q2 2019 and has held it in 27 quarters since. The position peaked at $19.1M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Clear Creek Financial Management held 70,401 shares of Apple worth $17.9M as of Q1 2026.
  • Clear Creek Financial Management bought 250 Apple shares in Q1 2026, an estimated $65.1K.
  • Apple made up 1.37% of Clear Creek Financial Management's portfolio in Q1 2026, its #12 holding.
  • Clear Creek Financial Management first reported a position in Apple in Q2 2019 and has held it in 27 quarters since.
  • Clear Creek Financial Management's Apple position peaked at $19.1M in Q4 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.