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Creekmur Asset Management’s Apple AAPL Stock Holding History

Creekmur Asset Management’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
2025
Q3 		$7.57M Sell
29,721
-1,654
-5% -$374K 1.25% 16
2025
Q2 		$6.44M Sell
31,375
-414
-1% -$83.6K 1.14% 16
2025
Q1 		$7.06M Buy
31,789
+6,362
+25% +$1.47M 1.48% 13
2024
Q4 		$6.37M Buy
25,427
+186
+0.7% +$43.8K 1.46% 15
2024
Q3 		$5.88M Sell
25,241
-347
-1% -$77.5K 1.38% 15
2024
Q2 		$5.39M Buy
25,588
+564
+2% +$105K 1.39% 15
2024
Q1 		$4.29M Buy
25,024
+711
+3% +$129K 1.47% 14
2023
Q4 		$4.68M Buy
+24,313
New +$4.49M 1.46% 17

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creekmur Asset Management's AAPL Position: Q3 2025 in Review

Creekmur Asset Management reduced its Apple (AAPL) stake by 5.3% in Q3 2025, selling an estimated $374K and leaving 29,721 shares worth $7.57M. The position accounts for 1.25% of the portfolio, ranked #16.

Creekmur Asset Management first reported a position in AAPL in Q4 2023 and has held it in 8 quarters since. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Creekmur Asset Management held 29,721 shares of Apple worth $7.57M as of Q3 2025.
  • Creekmur Asset Management sold 1,654 Apple shares in Q3 2025, an estimated $374K.
  • Apple made up 1.25% of Creekmur Asset Management's portfolio in Q3 2025, its #16 holding.
  • Creekmur Asset Management first reported a position in Apple in Q4 2023 and has held it in 8 quarters since.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.