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Crestmont Private Wealth’s Apple AAPL Stock Holding History

Crestmont Private Wealth’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 		$1.03M Buy
4,063
+194
+5% +$50.5K 0.33% 22
2025
Q4 		$1.05M Buy
3,869
+18
+0.5% +$4.83K 0.34% 20
2025
Q3 		$981K Buy
3,851
+218
+6% +$49.2K 0.32% 21
2025
Q2 		$745K Buy
3,633
+282
+8% +$57K 0.27% 27
2025
Q1 		$744K Buy
3,351
+443
+15% +$103K 0.32% 19
2024
Q4 		$728K Sell
2,908
-258
-8% -$60.8K 0.33% 19
2024
Q3 		$738K Buy
3,166
+145
+5% +$32.4K 0.32% 18
2024
Q2 		$636K Buy
3,021
+678
+29% +$126K 0.31% 21
2024
Q1 		$402K Buy
2,343
+555
+31% +$101K 0.2% 34
2023
Q4 		$344K Sell
1,788
-30
-2% -$5.54K 0.18% 28
2023
Q3 		$311K Buy
+1,818
New +$333K 0.19% 28
2022
Q2 		– Sell
-40
Closed -$7K – 25
2022
Q1 		$7K Buy
+40
New +$6.73K 0.01% 41

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

Crestmont Private Wealth's AAPL Position: Q1 2026 in Review

Crestmont Private Wealth increased its Apple (AAPL) stake by 5% in Q1 2026, buying an estimated $50.5K and bringing the position to 4,063 shares worth $1.03M. The position accounts for 0.33% of the portfolio, ranked #22.

Crestmont Private Wealth first reported a position in AAPL in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.05M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Crestmont Private Wealth held 4,063 shares of Apple worth $1.03M as of Q1 2026.
  • Crestmont Private Wealth bought 194 Apple shares in Q1 2026, an estimated $50.5K.
  • Apple made up 0.33% of Crestmont Private Wealth's portfolio in Q1 2026, its #22 holding.
  • Crestmont Private Wealth first reported a position in Apple in Q1 2022 and has held it in 12 quarters since.
  • Crestmont Private Wealth's Apple position peaked at $1.05M in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.