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Cresset Asset Management’s Apple AAPL Stock Holding History

Cresset 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
2026
Q1 		$465M Sell
1,832,739
-13,033
-0.7% -$3.39M 2.01% 7
2025
Q4 		$502M Sell
1,845,772
-31,946
-2% -$8.58M 2.11% 5
2025
Q3 		$478M Buy
1,877,718
+36,479
+2% +$8.24M 2.08% 6
2025
Q2 		$378M Sell
1,841,239
-685,687
-27% -$138M 1.88% 8
2025
Q1 		$561M Sell
2,526,926
-114,175
-4% -$26.5M 2.8% 6
2024
Q4 		$661M Sell
2,641,101
-957,080
-27% -$226M 3.16% 4
2024
Q3 		$838M Buy
3,598,181
+192,630
+6% +$43M 3.23% 4
2024
Q2 		$717M Buy
3,405,551
+572,409
+20% +$107M 3.01% 4
2024
Q1 		$486M Buy
2,833,142
+291,813
+11% +$53.1M 2.34% 7
2023
Q4 		$489M Buy
2,541,329
+50,612
+2% +$9.35M 2.92% 4
2023
Q3 		$426M Buy
2,490,717
+222,607
+10% +$40.8M 1.65% 9
2023
Q2 		$440M Buy
2,268,110
+1,354,258
+148% +$236M 0.54% 14
2023
Q1 		$151M Sell
913,852
-15,837,229
-95% -$2.34B 3.02% 6
2022
Q4 		$2.15B Sell
16,751,081
-149,398
-0.9% -$21.4M 27.25% 1
2022
Q3 		$2.34B Sell
16,900,479
-68,398
-0.4% -$10.7M 29.53% 1
2022
Q2 		$2.31B Sell
16,968,877
-167,026
-1% -$25.3M 28.41% 1
2022
Q1 		$2.99B Sell
17,135,903
-531,580
-3% -$89.4M 31.1% 1
2021
Q4 		$3.14B Buy
17,667,483
+72,068
+0.4% +$11.4M 30.26% 1
2021
Q3 		$2.49B Sell
17,595,415
-137,156
-0.8% -$20.2M 33.5% 1
2021
Q2 		$2.43B Buy
17,732,571
+408,845
+2% +$53M 34.41% 1
2021
Q1 		$2.12B Sell
17,323,726
-519,924
-3% -$66.7M 33.48% 1
2020
Q4 		$2.37B Sell
17,843,650
-6,218
-0% -$748K 38.41% 1
2020
Q3 		$2.07B Sell
17,849,868
-29,288
-0.2% -$3.2M 38.62% 1
2020
Q2 		$1.63B Buy
17,879,156
+230,700
+1% +$17.9M 35.77% 1
2020
Q1 		$1.12B Buy
17,648,456
+91,912
+0.5% +$6.76M 34.12% 1
2019
Q4 		$1.29B Sell
17,556,544
-464,396
-3% -$29.9M 34.88% 1
2019
Q3 		$1.01B Buy
18,020,940
+56,820
+0.3% +$2.97M 30.87% 1
2019
Q2 		$889M Sell
17,964,120
-254,896
-1% -$12.4M 27.67% 1
2019
Q1 		$864M Buy
18,219,016
+4,048,720
+29% +$172M 33.52% 1
2018
Q4 		$559M Buy
+14,170,296
New +$687M 33.19% 1

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cresset Asset Management's AAPL Position: Q1 2026 in Review

Cresset Asset Management reduced its Apple (AAPL) stake by 0.71% in Q1 2026, selling an estimated $3.39M and leaving 1,832,739 shares worth $465M. The position accounts for 2.01% of the portfolio, ranked #7.

Cresset Asset Management first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.14B in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Cresset Asset Management held 1,832,739 shares of Apple worth $465M as of Q1 2026.
  • Cresset Asset Management sold 13,033 Apple shares in Q1 2026, an estimated $3.39M.
  • Apple made up 2.01% of Cresset Asset Management's portfolio in Q1 2026, its #7 holding.
  • Cresset Asset Management first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Apple position peaked at $3.14B in Q4 2021.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.