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CMC Financial Group’s Apple AAPL Stock Holding History

CMC Financial Group’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 		$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

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

CMC Financial Group's AAPL Position: Q1 2026 in Review

CMC Financial Group increased its Apple (AAPL) stake by 102% in Q1 2026, buying an estimated $1.01M and bringing the position to 7,663 shares worth $1.94M. The position accounts for 3.81% of the portfolio, ranked #7.

CMC Financial Group first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.42M in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • CMC Financial Group held 7,663 shares of Apple worth $1.94M as of Q1 2026.
  • CMC Financial Group bought 3,876 Apple shares in Q1 2026, an estimated $1.01M.
  • Apple made up 3.81% of CMC Financial Group's portfolio in Q1 2026, its #7 holding.
  • CMC Financial Group first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • CMC Financial Group's Apple position peaked at $5.42M in Q4 2021.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on CMC Financial Group's 13F filing for Q1 2026, filed 8 May 2026.