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	$279K	Buy	18,900 +14,500	+330%	+$3.77M	﹤0.01%	1304
2025 Q4	$1.2M	Buy	4,400 +4,000	+1,000%	+$1.07M	0.01%	734
2025 Q3	$102K	Buy	+400	New	+$90.4K	﹤0.01%	1494
2025 Q2	–	Sell	-159,100	Closed	-$35.3M	–	1432
2025 Q1	$35.3M	Sell	159,100 -28,600	-15%	-$6.63M	0.18%	89
2024 Q4	$47M	Buy	187,700 +81,700	+77%	+$19.3M	0.22%	69
2024 Q3	$24.7M	Hold	106,000	–	–	0.1%	141
2024 Q2	$22.3M	Buy	+106,000	New	+$19.8M	0.09%	151
2023 Q4	–	Sell	-2,000	Closed	-$342K	–	1838
2023 Q3	$342K	Buy	+2,000	New	+$367K	﹤0.01%	1379

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.