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Credential Securities’s Apple AAPL Stock Holding History

Credential Securities’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
2018
Q2 		$2.49M Sell
54,384
-12,404
-19% -$563K 0.56% 37
2018
Q1 		$2.8M Sell
66,788
-3,700
-5% -$159K 0.67% 35
2017
Q4 		$2.98M Sell
70,488
-476
-0.7% -$19.9K 0.72% 35
2017
Q3 		$2.73M Sell
70,964
-7,336
-9% -$285K 0.73% 36
2017
Q2 		$2.81M Sell
78,300
-852
-1% -$31.5K 0.86% 31
2017
Q1 		$2.84M Sell
79,152
-6,020
-7% -$198K 1% 28
2016
Q4 		$2.47M Sell
85,172
-4,416
-5% -$125K 0.98% 29
2016
Q3 		$2.53M Sell
89,588
-5,296
-6% -$140K 1.15% 18
2016
Q2 		$2.27M Buy
94,884
+212
+0.2% +$5.27K 1.18% 17
2016
Q1 		$2.58M Buy
94,672
+3,052
+3% +$76K 1.49% 13
2015
Q4 		$2.41M Buy
91,620
+5,752
+7% +$164K 1.58% 13
2015
Q3 		$2.37M Buy
85,868
+6,536
+8% +$192K 1.65% 12
2015
Q2 		$2.49M Sell
79,332
-11,456
-13% -$366K 1.57% 13
2015
Q1 		$2.82M Sell
90,788
-64
-0.1% -$1.93K 1.83% 12
2014
Q4 		$2.51M Buy
90,852
+9,472
+12% +$258K 1.62% 14
2014
Q3 		$2.04M Sell
81,380
-3,024
-4% -$74.2K 1.37% 15
2014
Q2 		$1.96M Sell
84,404
-18,552
-18% -$395K 1.3% 14
2014
Q1 		$1.97M Buy
+102,956
New +$1.96M 1.47% 13

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Credential Securities's AAPL Position: Q2 2018 in Review

Credential Securities reduced its Apple (AAPL) stake by 19% in Q2 2018, selling an estimated $563K and leaving 54,384 shares worth $2.49M. The position accounts for 0.56% of the portfolio, ranked #37.

Credential Securities first reported a position in AAPL in Q1 2014 and has held it in 18 quarters since. The position peaked at $2.98M in Q4 2017. 2,783 funds tracked by Wall St. Rank hold AAPL as of Q2 2018.

  • Credential Securities held 54,384 shares of Apple worth $2.49M as of Q2 2018.
  • Credential Securities sold 12,404 Apple shares in Q2 2018, an estimated $563K.
  • Apple made up 0.56% of Credential Securities's portfolio in Q2 2018, its #37 holding.
  • Credential Securities first reported a position in Apple in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's Apple position peaked at $2.98M in Q4 2017.
  • 2,783 funds tracked by Wall St. Rank held Apple as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.