Creative Capital Management Investments’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
$7.49M Buy
25,874
+3,114
+14% +$891K 1.73% 8
2026
Q1
$5.78M Sell
22,760
-1,032
-4% -$269K 1.66% 9
2025
Q4
$6.47M Sell
23,792
-157
-0.7% -$42.1K 1.95% 8
2025
Q3
$6.1M Sell
23,949
-27
-0.1% -$6.1K 1.95% 9
2025
Q2
$4.92M Sell
23,976
-937
-4% -$189K 1.76% 9
2025
Q1
$5.53M Sell
24,913
-1,583
-6% -$367K 2.14% 9
2024
Q4
$6.64M Buy
26,496
+1,032
+4% +$243K 2.77% 7
2024
Q3
$5.93M Sell
25,464
-32
-0.1% -$7.15K 2.48% 7
2024
Q2
$5.37M Sell
25,496
-220
-0.9% -$41K 2.61% 8
2024
Q1
$4.41M Sell
25,716
-78
-0.3% -$14.2K 2.28% 8
2023
Q4
$4.97M Sell
25,794
-159
-0.6% -$29.4K 2.87% 8
2023
Q3
$4.44M Sell
25,953
-1,662
-6% -$305K 3.05% 8
2023
Q2
$5.36M Sell
27,615
-34,124
-55% -$5.95M 3.86% 7
2023
Q1
$10.2M Buy
61,739
+1,035
+2% +$153K 7.43% 5
2022
Q4
$7.89M Buy
+60,704
New +$8.68M 6.88% 5

Other funds holding AAPL

Creative Capital Management Investments's AAPL Position: Q2 2026 in Review

Creative Capital Management Investments increased its Apple (AAPL) stake by 14% in Q2 2026, buying an estimated $891K and bringing the position to 25,874 shares worth $7.49M. The position accounts for 1.73% of the portfolio, ranked #8.

Creative Capital Management Investments first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.2M in Q1 2023. 2,099 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Creative Capital Management Investments held 25,874 shares of Apple worth $7.49M as of Q2 2026.
  • Creative Capital Management Investments bought 3,114 Apple shares in Q2 2026, an estimated $891K.
  • Apple made up 1.73% of Creative Capital Management Investments's portfolio in Q2 2026, its #8 holding.
  • Creative Capital Management Investments first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Creative Capital Management Investments's Apple position peaked at $10.2M in Q1 2023.
  • 2,099 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.