Creative Financial Designs’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 | $35.8M | Sell |
123,645
-785
| -0.6% | -$225K | 1.7% | 5 |
|
|
2026
Q1 | $31.6M | Sell |
124,430
-418
| -0.3% | -$109K | 1.92% | 5 |
|
|
2025
Q4 | $33.9M | Sell |
124,848
-2,059
| -2% | -$553K | 2.14% | 6 |
|
|
2025
Q3 | $32.3M | Sell |
126,907
-93
| -0.1% | -$21K | 2.17% | 6 |
|
|
2025
Q2 | $26.1M | Buy |
127,000
+5,789
| +5% | +$1.17M | 1.88% | 6 |
|
|
2025
Q1 | $26.9M | Buy |
121,211
+593
| +0.5% | +$137K | 2.15% | 8 |
|
|
2024
Q4 | $30.2M | Sell |
120,618
-308
| -0.3% | -$72.6K | 2.45% | 5 |
|
|
2024
Q3 | $28.2M | Buy |
120,926
+3,125
| +3% | +$698K | 2.38% | 6 |
|
|
2024
Q2 | $24.8M | Buy |
117,801
+12,435
| +12% | +$2.32M | 2.21% | 7 |
|
|
2024
Q1 | $18.1M | Buy |
105,366
+6,116
| +6% | +$1.11M | 1.71% | 10 |
|
|
2023
Q4 | $19.1M | Sell |
99,250
-2,088
| -2% | -$386K | 1.94% | 9 |
|
|
2023
Q3 | $17.4M | Sell |
101,338
-3,104
| -3% | -$569K | 2.02% | 10 |
|
|
2023
Q2 | $20.3M | Sell |
104,442
-7,104
| -6% | -$1.24M | 2.38% | 9 |
|
|
2023
Q1 | $18.4M | Buy |
111,546
+3,483
| +3% | +$514K | 2.41% | 7 |
|
|
2022
Q4 | $14M | Buy |
108,063
+470
| +0.4% | +$67.2K | 2.07% | 8 |
|
|
2022
Q3 | $14.9M | Buy |
107,593
+1,776
| +2% | +$279K | 2.43% | 7 |
|
|
2022
Q2 | $14.5M | Buy |
105,817
+9,326
| +10% | +$1.41M | 2.37% | 4 |
|
|
2022
Q1 | $16.8M | Buy |
96,491
+2,624
| +3% | +$441K | 2.56% | 4 |
|
|
2021
Q4 | $16.7M | Buy |
93,867
+6,699
| +8% | +$1.06M | 2.51% | 4 |
|
|
2021
Q3 | $12.3M | Buy |
87,168
+2,237
| +3% | +$329K | 2.04% | 9 |
|
|
2021
Q2 | $11.6M | Buy |
84,931
+7,138
| +9% | +$925K | 2.02% | 9 |
|
|
2021
Q1 | $9.5M | Buy |
77,793
+2,647
| +4% | +$340K | 1.86% | 11 |
|
|
2020
Q4 | $9.97M | Buy |
75,146
+2,361
| +3% | +$284K | 2.13% | 7 |
|
|
2020
Q3 | $8.43M | Buy |
72,785
+6,117
| +9% | +$667K | 2.08% | 9 |
|
|
2020
Q2 | $6.08M | Buy |
66,668
+34,044
| +104% | +$2.64M | 1.84% | 11 |
|
|
2020
Q1 | $2.07M | Sell |
32,624
-1,100
| -3% | -$80.9K | 1.07% | 19 |
|
|
2019
Q4 | $2.53M | Sell |
33,724
-3,276
| -9% | -$211K | 1.13% | 24 |
|
|
2019
Q3 | $2.02M | Sell |
37,000
-2,340
| -6% | -$122K | 1.09% | 24 |
|
|
2019
Q2 | $1.97M | Sell |
39,340
-152
| -0.4% | -$7.41K | 1.07% | 24 |
|
|
2019
Q1 | $1.88M | Buy |
39,492
+13,408
| +51% | +$569K | 1.12% | 23 |
|
|
2018
Q4 | $1.03M | Sell |
26,084
-14,936
| -36% | -$724K | 0.75% | 34 |
|
|
2018
Q3 | $2.31M | Sell |
41,020
-19,712
| -32% | -$1.03M | 1.33% | 20 |
|
|
2018
Q2 | $2.81M | Sell |
60,732
-1,516
| -2% | -$68.8K | 1.65% | 12 |
|
|
2018
Q1 | $2.61M | Buy |
62,248
+15,512
| +33% | +$668K | 1.67% | 13 |
|
|
2017
Q4 | $1.98M | Sell |
46,736
-7,352
| -14% | -$307K | 1.34% | 19 |
|
|
2017
Q3 | $2.08M | Buy |
54,088
+740
| +1% | +$28.7K | 1.2% | 21 |
|
|
2017
Q2 | $1.92M | Sell |
53,348
-5,780
| -10% | -$214K | 1.23% | 20 |
|
|
2017
Q1 | $2.12M | Sell |
59,128
-4,956
| -8% | -$163K | 1.53% | 14 |
|
|
2016
Q4 | $1.86M | Buy |
+64,084
| New | +$1.82M | 1.51% | 17 |
|
Other funds holding AAPL
Creative Financial Designs's AAPL Position: Q2 2026 in Review
Creative Financial Designs reduced its Apple (AAPL) stake by 0.63% in Q2 2026, selling an estimated $225K and leaving 123,645 shares worth $35.8M. The position accounts for 1.7% of the portfolio, ranked #5.
Creative Financial Designs first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Creative Financial Designs held 123,645 shares of Apple worth $35.8M as of Q2 2026.
- Creative Financial Designs sold 785 Apple shares in Q2 2026, an estimated $225K.
- Apple made up 1.7% of Creative Financial Designs's portfolio in Q2 2026, its #5 holding.
- Creative Financial Designs first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.