CreativeOne Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $103M | Buy |
405,327
+52,432
| +15% | +$13.6M | 2.39% | 1 |
|
|
2025
Q4 | $95.9M | Buy |
352,895
+5,996
| +2% | +$1.61M | 2.33% | 2 |
|
|
2025
Q3 | $88.3M | Sell |
346,899
-5,270
| -1% | -$1.19M | 2.16% | 4 |
|
|
2025
Q2 | $72.3M | Buy |
352,169
+15,846
| +5% | +$3.2M | 1.89% | 5 |
|
|
2025
Q1 | $74.7M | Buy |
336,323
+39,570
| +13% | +$9.17M | 2.23% | 4 |
|
|
2024
Q4 | $74.3M | Buy |
296,753
+102,125
| +52% | +$24.1M | 2.28% | 4 |
|
|
2024
Q3 | $45.3M | Buy |
194,628
+55,478
| +40% | +$12.4M | 1.54% | 8 |
|
|
2024
Q2 | $29.3M | Sell |
139,150
-15,284
| -10% | -$2.85M | 1.48% | 9 |
|
|
2024
Q1 | $26.5M | Buy |
154,434
+57,090
| +59% | +$10.4M | 1.06% | 17 |
|
|
2023
Q4 | $18.7M | Buy |
97,344
+7,351
| +8% | +$1.36M | 1.2% | 11 |
|
|
2023
Q3 | $15.4M | Sell |
89,993
-72,655
| -45% | -$13.3M | 1.11% | 14 |
|
|
2023
Q2 | $31.5M | Buy |
162,648
+1,830
| +1% | +$319K | 1.47% | 11 |
|
|
2023
Q1 | $26.5M | Sell |
160,818
-2,467
| -2% | -$364K | 1.31% | 16 |
|
|
2022
Q4 | $21.2M | Buy |
163,285
+3,058
| +2% | +$437K | 1.17% | 16 |
|
|
2022
Q3 | $22.1M | Buy |
160,227
+12,235
| +8% | +$1.92M | 1.33% | 13 |
|
|
2022
Q2 | $20.2M | Buy |
147,992
+16,997
| +13% | +$2.57M | 1.1% | 18 |
|
|
2022
Q1 | $22.9M | Sell |
130,995
-33,702
| -20% | -$5.67M | 1.19% | 16 |
|
|
2021
Q4 | $29.2M | Buy |
164,697
+5,158
| +3% | +$815K | 1.44% | 12 |
|
|
2021
Q3 | $22.6M | Buy |
159,539
+3,125
| +2% | +$460K | 1.33% | 14 |
|
|
2021
Q2 | $21.4M | Sell |
156,414
-6,582
| -4% | -$853K | 1.32% | 14 |
|
|
2021
Q1 | $19.9M | Buy |
162,996
+9,256
| +6% | +$1.19M | 1.51% | 11 |
|
|
2020
Q4 | $20.4M | Buy |
153,740
+98,972
| +181% | +$11.9M | 1.69% | 11 |
|
|
2020
Q3 | $6.34M | Buy |
54,768
+3,500
| +7% | +$382K | 0.88% | 24 |
|
|
2020
Q2 | $4.67M | Buy |
51,268
+6,964
| +16% | +$540K | 0.73% | 28 |
|
|
2020
Q1 | $2.82M | Sell |
44,304
-3,220
| -7% | -$237K | 0.54% | 34 |
|
|
2019
Q4 | $3.49M | Buy |
47,524
+7,004
| +17% | +$451K | 0.59% | 32 |
|
|
2019
Q3 | $2.27M | Buy |
40,520
+5,704
| +16% | +$298K | 0.44% | 42 |
|
|
2019
Q2 | $1.72M | Buy |
+34,816
| New | +$1.7M | 0.36% | 48 |
|
|
2018
Q2 | – | Sell |
-12,736
| Closed | -$535K | – | 57 |
|
|
2018
Q1 | $535K | Buy |
+12,736
| New | +$548K | 0.27% | 29 |
|
Other funds holding AAPL
VCM
VPM
CreativeOne Wealth's AAPL Position: Q1 2026 in Review
CreativeOne Wealth increased its Apple (AAPL) stake by 15% in Q1 2026, buying an estimated $13.6M and bringing the position to 405,327 shares worth $103M. The position accounts for 2.39% of the portfolio, ranked #1.
CreativeOne Wealth first reported a position in AAPL in Q1 2018 and has held it in 29 quarters since. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- CreativeOne Wealth held 405,327 shares of Apple worth $103M as of Q1 2026.
- CreativeOne Wealth bought 52,432 Apple shares in Q1 2026, an estimated $13.6M.
- Apple made up 2.39% of CreativeOne Wealth's portfolio in Q1 2026, its #1 holding.
- CreativeOne Wealth first reported a position in Apple in Q1 2018 and has held it in 29 quarters since.
- 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.