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 Q2	$6.08M	Buy	21,000 +2,100	+11%	+$601K	0.02%	370
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cresset Asset Management's AAPL Position: Q2 2026 in Review

Cresset Asset Management increased its Apple (AAPL) stake by 3.8% in Q2 2026, buying an estimated $20.1M and bringing the position to 1,903,005 shares worth $551M. The position accounts for 1.99% of the portfolio, ranked #7.

Cresset Asset Management first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.14B in Q4 2021. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Cresset Asset Management held 1,903,005 shares of Apple worth $551M as of Q2 2026.
Cresset Asset Management bought 70,266 Apple shares in Q2 2026, an estimated $20.1M.
Apple made up 1.99% of Cresset Asset Management's portfolio in Q2 2026, its #7 holding.
Cresset Asset Management first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
Cresset Asset Management's Apple position peaked at $3.14B in Q4 2021.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.