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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
Q2 		$1.16M Sell
4,017
-46
-1% -$13.2K 0.33% 20
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Crestmont Private Wealth's AAPL Position: Q2 2026 in Review

Crestmont Private Wealth reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $13.2K and leaving 4,017 shares worth $1.16M. The position accounts for 0.33% of the portfolio, ranked #20.

Crestmont Private Wealth first reported a position in AAPL in Q1 2022 and has held it in 13 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Crestmont Private Wealth held 4,017 shares of Apple worth $1.16M as of Q2 2026.
  • Crestmont Private Wealth sold 46 Apple shares in Q2 2026, an estimated $13.2K.
  • Apple made up 0.33% of Crestmont Private Wealth's portfolio in Q2 2026, its #20 holding.
  • Crestmont Private Wealth first reported a position in Apple in Q1 2022 and has held it in 13 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.