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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 		$508K Buy
+2,000
New +$521K 1% 29

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.