CAM
AAPL icon

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
2025
Q2 		– Sell
-5,000
Closed -$1.11M – 1431
2025
Q1 		$1.11M Buy
+5,000
New +$1.16M 0.01% 735
2024
Q3 		– Sell
-20,300
Closed -$4.28M – 2180
2024
Q2 		$4.28M Buy
+20,300
New +$3.79M 0.02% 466
2024
Q1 		– Sell
-29,600
Closed -$5.7M – 1894
2023
Q4 		$5.7M Hold
29,600
– – 0.03% 307
2023
Q3 		$5.07M Sell
29,600
-4,590,400
-99% -$842M 0.02% 331
2023
Q2 		$896M Buy
+4,620,000
New +$805M 1.11% 7

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. 6,074 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.
  • 6,074 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.