Crescent Grove Advisors’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 | $18.7M | Buy |
73,863
+751
| +1% | +$195K | 1.8% | 14 |
|
|
2025
Q4 | $19.9M | Sell |
73,112
-5,518
| -7% | -$1.48M | 1.84% | 16 |
|
|
2025
Q3 | $20M | Buy |
78,630
+434
| +0.6% | +$98K | 1.9% | 11 |
|
|
2025
Q2 | $16M | Sell |
78,196
-852
| -1% | -$172K | 1.55% | 18 |
|
|
2025
Q1 | $17.6M | Sell |
79,048
-1,619
| -2% | -$375K | 1.83% | 15 |
|
|
2024
Q4 | $20.2M | Buy |
80,667
+309
| +0.4% | +$72.8K | 2% | 12 |
|
|
2024
Q3 | $18.7M | Sell |
80,358
-1,831
| -2% | -$409K | 1.91% | 14 |
|
|
2024
Q2 | $17.3M | Sell |
82,189
-21,449
| -21% | -$4M | 1.9% | 13 |
|
|
2024
Q1 | $17.8M | Sell |
103,638
-1,812
| -2% | -$329K | 1.85% | 12 |
|
|
2023
Q4 | $20.3M | Sell |
105,450
-549
| -0.5% | -$101K | 2.26% | 10 |
|
|
2023
Q3 | $18.1M | Sell |
105,999
-520
| -0.5% | -$95.4K | 2.26% | 9 |
|
|
2023
Q2 | $20.7M | Sell |
106,519
-592
| -0.6% | -$103K | 2.22% | 9 |
|
|
2023
Q1 | $17.7M | Sell |
107,111
-2,185
| -2% | -$322K | 2.05% | 11 |
|
|
2022
Q4 | $14.2M | Buy |
109,296
+4,176
| +4% | +$597K | 1.48% | 12 |
|
|
2022
Q3 | $14.5M | Sell |
105,120
-10,123
| -9% | -$1.59M | 1.68% | 12 |
|
|
2022
Q2 | $15.8M | Sell |
115,243
-414
| -0.4% | -$62.7K | 1.66% | 12 |
|
|
2022
Q1 | $20.2M | Sell |
115,657
-2,905
| -2% | -$489K | 1.98% | 12 |
|
|
2021
Q4 | $21.1M | Sell |
118,562
-349
| -0.3% | -$55.2K | 1.97% | 11 |
|
|
2021
Q3 | $16.8M | Sell |
118,911
-564
| -0.5% | -$83K | 1.79% | 13 |
|
|
2021
Q2 | $16.4M | Buy |
119,475
+36,637
| +44% | +$4.75M | 1.72% | 13 |
|
|
2021
Q1 | $10.1M | Sell |
82,838
-3,449
| -4% | -$443K | 1.19% | 21 |
|
|
2020
Q4 | $11.4M | Buy |
86,287
+2,580
| +3% | +$310K | 1.5% | 14 |
|
|
2020
Q3 | $9.69M | Buy |
83,707
+1,379
| +2% | +$150K | 1.93% | 11 |
|
|
2020
Q2 | $7.51M | Sell |
82,328
-10,452
| -11% | -$810K | 1.59% | 15 |
|
|
2020
Q1 | $5.9M | Buy |
92,780
+1,728
| +2% | +$127K | 1.31% | 14 |
|
|
2019
Q4 | $6.68M | Sell |
91,052
-4,296
| -5% | -$276K | 1.16% | 18 |
|
|
2019
Q3 | $5.34M | Buy |
95,348
+8,848
| +10% | +$463K | 1.02% | 21 |
|
|
2019
Q2 | $4.28M | Buy |
86,500
+2,340
| +3% | +$114K | 0.81% | 26 |
|
|
2019
Q1 | $4M | Sell |
84,160
-684
| -0.8% | -$29K | 0.82% | 26 |
|
|
2018
Q4 | $3.35M | Buy |
84,844
+2,416
| +3% | +$117K | 0.71% | 32 |
|
|
2018
Q3 | $4.65M | Buy |
82,428
+2,160
| +3% | +$112K | 1.01% | 18 |
|
|
2018
Q2 | $3.71M | Buy |
80,268
+1,812
| +2% | +$82.2K | 0.92% | 23 |
|
|
2018
Q1 | $3.29M | Buy |
78,456
+568
| +0.7% | +$24.5K | 0.81% | 24 |
|
|
2017
Q4 | $3.29M | Sell |
77,888
-4,396
| -5% | -$184K | 0.83% | 22 |
|
|
2017
Q3 | $3.17M | Buy |
82,284
+4,032
| +5% | +$156K | 0.81% | 22 |
|
|
2017
Q2 | $2.82M | Buy |
+78,252
| New | +$2.89M | 0.81% | 26 |
|
Other funds holding AAPL
VCM
VPM
Crescent Grove Advisors's AAPL Position: Q1 2026 in Review
Crescent Grove Advisors increased its Apple (AAPL) stake by 1% in Q1 2026, buying an estimated $195K and bringing the position to 73,863 shares worth $18.7M. The position accounts for 1.8% of the portfolio, ranked #14.
Crescent Grove Advisors first reported a position in AAPL in Q2 2017 and has held it in 36 quarters since. The position peaked at $21.1M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Crescent Grove Advisors held 73,863 shares of Apple worth $18.7M as of Q1 2026.
- Crescent Grove Advisors bought 751 Apple shares in Q1 2026, an estimated $195K.
- Apple made up 1.8% of Crescent Grove Advisors's portfolio in Q1 2026, its #14 holding.
- Crescent Grove Advisors first reported a position in Apple in Q2 2017 and has held it in 36 quarters since.
- Crescent Grove Advisors's Apple position peaked at $21.1M in Q4 2021.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.