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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
Q2 		– Sell
-2,000
Closed -$508K – 46
2026
Q1 		$508K Buy
+2,000
New +$521K 1% 29

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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.