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Cresta Advisors’s Apple AAPL Stock Holding History

Cresta Advisors’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 		$8.62M Sell
33,957
-451
-1% -$117K 3.53% 9
2025
Q4 		$9.35M Sell
34,408
-89
-0.3% -$23.9K 3.92% 9
2025
Q3 		$8.78M Sell
34,497
-2,685
-7% -$607K 3.92% 9
2025
Q2 		$7.63M Sell
37,182
-3,249
-8% -$656K 3.72% 9
2025
Q1 		$8.98M Sell
40,431
-698
-2% -$162K 4.65% 8
2024
Q4 		$9.58M Hold
41,129
– – 5.01% 8
2024
Q3 		$9.58M Sell
41,129
-1,454
-3% -$325K 5.01% 8
2024
Q2 		$8.97M Buy
42,583
+162
+0.4% +$30.2K 5.32% 7
2024
Q1 		$7.27M Buy
42,421
+238
+0.6% +$43.3K 4.61% 9
2023
Q4 		$8.12M Buy
42,183
+125
+0.3% +$23.1K 5.42% 7
2023
Q3 		$7.2M Buy
42,058
+4,568
+12% +$838K 5.58% 6
2023
Q2 		$7.27M Buy
37,490
+1,777
+5% +$310K 5.65% 5
2023
Q1 		$5.89M Sell
35,713
-40
-0.1% -$5.9K 4.58% 8
2022
Q4 		$4.65M Sell
35,753
-2,086
-6% -$298K 4.05% 8
2022
Q3 		$5.23M Buy
+37,839
New +$5.94M 6.45% 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

Cresta Advisors's AAPL Position: Q1 2026 in Review

Cresta Advisors reduced its Apple (AAPL) stake by 1.3% in Q1 2026, selling an estimated $117K and leaving 33,957 shares worth $8.62M. The position accounts for 3.53% of the portfolio, ranked #9.

Cresta Advisors first reported a position in AAPL in Q3 2022 and has held it in 15 quarters since. The position peaked at $9.58M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Cresta Advisors held 33,957 shares of Apple worth $8.62M as of Q1 2026.
  • Cresta Advisors sold 451 Apple shares in Q1 2026, an estimated $117K.
  • Apple made up 3.53% of Cresta Advisors's portfolio in Q1 2026, its #9 holding.
  • Cresta Advisors first reported a position in Apple in Q3 2022 and has held it in 15 quarters since.
  • Cresta Advisors's Apple position peaked at $9.58M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.