CMC Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.67M | Sell |
5,772
-1,891
| -25% | -$541K | 3.24% | 8 |
|
|
2026
Q1 | $1.94M | Buy |
7,663
+3,876
| +102% | +$1.01M | 3.81% | 7 |
|
|
2025
Q4 | $1.03M | Buy |
3,787
+4
| +0.1% | +$1.07K | 1.84% | 12 |
|
|
2025
Q3 | $963K | Buy |
3,783
+4
| +0.1% | +$904 | 1.78% | 11 |
|
|
2025
Q2 | $775K | Buy |
3,779
+4
| +0.1% | +$808 | 1.77% | 10 |
|
|
2025
Q1 | $838K | Sell |
3,775
-1
| -0% | -$232 | 1.9% | 10 |
|
|
2024
Q4 | $945K | Buy |
3,776
+10
| +0.3% | +$2.36K | 2.02% | 11 |
|
|
2024
Q3 | $878K | Buy |
3,766
+4
| +0.1% | +$893 | 1.29% | 12 |
|
|
2024
Q2 | $792K | Sell |
3,762
-1,961
| -34% | -$366K | 1.32% | 10 |
|
|
2024
Q1 | $981K | Sell |
5,723
-168
| -3% | -$30.5K | 1.38% | 11 |
|
|
2023
Q4 | $1.1M | Sell |
5,891
-1,502
| -20% | -$277K | 1.46% | 11 |
|
|
2023
Q3 | $1.27M | Sell |
7,393
-219
| -3% | -$40.2K | 1.99% | 9 |
|
|
2023
Q2 | $1.48M | Sell |
7,612
-642
| -8% | -$112K | 2.81% | 8 |
|
|
2023
Q1 | $1.36M | Sell |
8,254
-13,258
| -62% | -$1.96M | 2.43% | 7 |
|
|
2022
Q4 | $3.1M | Sell |
21,512
-1,547
| -7% | -$221K | 4.98% | 3 |
|
|
2022
Q3 | $3.19M | Sell |
23,059
-2,934
| -11% | -$460K | 7.49% | 3 |
|
|
2022
Q2 | $3.55M | Buy |
25,993
+17
| +0.1% | +$2.57K | 6.05% | 3 |
|
|
2022
Q1 | $4.07M | Sell |
25,976
-4,555
| -15% | -$766K | 4.54% | 5 |
|
|
2021
Q4 | $5.42M | Sell |
30,531
-34
| -0.1% | -$5.37K | 2.92% | 5 |
|
|
2021
Q3 | $4.33M | Sell |
30,565
-115
| -0.4% | -$16.9K | 2.52% | 5 |
|
|
2021
Q2 | $4.2M | Buy |
30,680
+220
| +0.7% | +$28.5K | 2.39% | 6 |
|
|
2021
Q1 | $3.72M | Sell |
30,460
-1,469
| -5% | -$189K | 2.23% | 6 |
|
|
2020
Q4 | $4.24M | Sell |
31,929
-999
| -3% | -$120K | 3.33% | 5 |
|
|
2020
Q3 | $3.81M | Sell |
32,928
-84
| -0.3% | -$9.17K | 3.72% | 4 |
|
|
2020
Q2 | $3.01M | Sell |
33,012
-4,992
| -13% | -$387K | 2.24% | 5 |
|
|
2020
Q1 | $2.42M | Sell |
38,004
-40
| -0.1% | -$2.94K | 10.52% | 2 |
|
|
2019
Q4 | $2.79M | Sell |
38,044
-7,280
| -16% | -$468K | 2.37% | 5 |
|
|
2019
Q3 | $2.54M | Buy |
45,324
+40
| +0.1% | +$2.09K | 3.35% | 4 |
|
|
2019
Q2 | $2.24M | Buy |
45,284
+14,852
| +49% | +$724K | 2.87% | 4 |
|
|
2019
Q1 | $1.45M | Buy |
30,432
+5,304
| +21% | +$225K | 1.34% | 12 |
|
|
2018
Q4 | $991K | Buy |
+25,128
| New | +$1.22M | 1.01% | 13 |
|
Other funds holding AAPL
CMC Financial Group's AAPL Position: Q2 2026 in Review
CMC Financial Group reduced its Apple (AAPL) stake by 25% in Q2 2026, selling an estimated $541K and leaving 5,772 shares worth $1.67M. The position accounts for 3.24% of the portfolio, ranked #8.
CMC Financial Group first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.42M in Q4 2021. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- CMC Financial Group held 5,772 shares of Apple worth $1.67M as of Q2 2026.
- CMC Financial Group sold 1,891 Apple shares in Q2 2026, an estimated $541K.
- Apple made up 3.24% of CMC Financial Group's portfolio in Q2 2026, its #8 holding.
- CMC Financial Group first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- CMC Financial Group's Apple position peaked at $5.42M in Q4 2021.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on CMC Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.