Crestwood Advisors Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $353M | Buy |
1,392,748
+11,641
| +0.8% | +$3.03M | 5.95% | 1 |
|
|
2025
Q4 | $375M | Sell |
1,381,107
-26,301
| -2% | -$7.06M | 6.25% | 1 |
|
|
2025
Q3 | $358M | Sell |
1,407,408
-46,862
| -3% | -$10.6M | 6.09% | 1 |
|
|
2025
Q2 | $298M | Sell |
1,454,270
-27,249
| -2% | -$5.5M | 5.35% | 1 |
|
|
2025
Q1 | $329M | Buy |
1,481,519
+22,886
| +2% | +$5.3M | 6.25% | 1 |
|
|
2024
Q4 | $365M | Buy |
1,458,633
+423
| +0% | +$99.7K | 6.85% | 1 |
|
|
2024
Q3 | $340M | Buy |
1,458,210
+6,092
| +0.4% | +$1.36M | 6.49% | 1 |
|
|
2024
Q2 | $306M | Sell |
1,452,118
-3,498
| -0.2% | -$652K | 6.33% | 1 |
|
|
2024
Q1 | $250M | Sell |
1,455,616
-29,292
| -2% | -$5.33M | 5.45% | 2 |
|
|
2023
Q4 | $286M | Sell |
1,484,908
-953
| -0.1% | -$176K | 6.66% | 1 |
|
|
2023
Q3 | $254M | Buy |
1,485,861
+120,459
| +9% | +$22.1M | 6.67% | 1 |
|
|
2023
Q2 | $265M | Sell |
1,365,402
-60,137
| -4% | -$10.5M | 8.32% | 1 |
|
|
2023
Q1 | $235M | Sell |
1,425,539
-82,207
| -5% | -$12.1M | 7.83% | 1 |
|
|
2022
Q4 | $196M | Sell |
1,507,746
-4,268
| -0.3% | -$610K | 6.67% | 1 |
|
|
2022
Q3 | $209M | Buy |
1,512,014
+168
| +0% | +$26.4K | 7.41% | 1 |
|
|
2022
Q2 | $207M | Buy |
1,511,846
+63,591
| +4% | +$9.63M | 6.96% | 1 |
|
|
2022
Q1 | $253M | Sell |
1,448,255
-27,354
| -2% | -$4.6M | 7.09% | 1 |
|
|
2021
Q4 | $262M | Sell |
1,475,609
-39,249
| -3% | -$6.2M | 6.8% | 1 |
|
|
2021
Q3 | $214M | Sell |
1,514,858
-36,706
| -2% | -$5.4M | 6.07% | 1 |
|
|
2021
Q2 | $212M | Buy |
1,551,564
+11,445
| +0.7% | +$1.48M | 6.15% | 1 |
|
|
2021
Q1 | $188M | Sell |
1,540,119
-832
| -0.1% | -$107K | 5.91% | 1 |
|
|
2020
Q4 | $204M | Sell |
1,540,951
-47,619
| -3% | -$5.73M | 6.74% | 1 |
|
|
2020
Q3 | $184M | Sell |
1,588,570
-29,362
| -2% | -$3.2M | 6.91% | 1 |
|
|
2020
Q2 | $148M | Sell |
1,617,932
-33,140
| -2% | -$2.57M | 5.91% | 1 |
|
|
2020
Q1 | $105M | Buy |
1,651,072
+5,372
| +0.3% | +$395K | 5.21% | 1 |
|
|
2019
Q4 | $121M | Sell |
1,645,700
-9,428
| -0.6% | -$607K | 4.79% | 1 |
|
|
2019
Q3 | $92.7M | Buy |
1,655,128
+19,528
| +1% | +$1.02M | 4.08% | 1 |
|
|
2019
Q2 | $80.9M | Buy |
1,635,600
+543,792
| +50% | +$26.5M | 3.67% | 3 |
|
|
2019
Q1 | $51.8M | Buy |
1,091,808
+30,192
| +3% | +$1.28M | 3.71% | 3 |
|
|
2018
Q4 | $41.9M | Buy |
1,061,616
+68,384
| +7% | +$3.32M | 3.33% | 5 |
|
|
2018
Q3 | $56.1M | Sell |
993,232
-7,920
| -0.8% | -$412K | 3.94% | 2 |
|
|
2018
Q2 | $52.3M | Sell |
1,001,152
-5,220
| -0.5% | -$237K | 3.8% | 3 |
|
|
2018
Q1 | $42.2M | Buy |
1,006,372
+24,128
| +2% | +$1.04M | 3.31% | 4 |
|
|
2017
Q4 | $41.6M | Sell |
982,244
-1,672
| -0.2% | -$69.9K | 3.31% | 4 |
|
|
2017
Q3 | $37.9M | Buy |
983,916
+4,508
| +0.5% | +$175K | 3.25% | 4 |
|
|
2017
Q2 | $36.6M | Sell |
979,408
-152,824
| -13% | -$5.65M | 3.12% | 4 |
|
|
2017
Q1 | $41.8M | Buy |
1,132,232
+26,204
| +2% | +$863K | 3.68% | 3 |
|
|
2016
Q4 | $32M | Sell |
1,106,028
-18,700
| -2% | -$530K | 3.1% | 4 |
|
|
2016
Q3 | $31.8M | Sell |
1,124,728
-256
| -0% | -$6.78K | 3.8% | 3 |
|
|
2016
Q2 | $26.9M | Buy |
1,124,984
+1,440
| +0.1% | +$35.8K | 3.32% | 4 |
|
|
2016
Q1 | $30.6M | Buy |
1,123,544
+50,696
| +5% | +$1.26M | 3.61% | 3 |
|
|
2015
Q4 | $28.2M | Buy |
1,072,848
+48,776
| +5% | +$1.39M | 3.41% | 4 |
|
|
2015
Q3 | $28.2M | Buy |
1,024,072
+70,424
| +7% | +$2.07M | 3.67% | 3 |
|
|
2015
Q2 | $29.9M | Buy |
953,648
+123,572
| +15% | +$3.95M | 3.98% | 3 |
|
|
2015
Q1 | $25.8M | Buy |
830,076
+36,432
| +5% | +$1.1M | 3.68% | 2 |
|
|
2014
Q4 | $21.9M | Buy |
793,644
+15,616
| +2% | +$425K | 3.3% | 4 |
|
|
2014
Q3 | $19.6M | Sell |
778,028
-4,004
| -0.5% | -$98.3K | 3.07% | 6 |
|
|
2014
Q2 | $18.2M | Buy |
782,032
+6,096
| +0.8% | +$130K | 2.9% | 6 |
|
|
2014
Q1 | $14.9M | Buy |
775,936
+17,108
| +2% | +$325K | 2.43% | 13 |
|
|
2013
Q4 | $15.2M | Buy |
758,828
+17,780
| +2% | +$336K | 2.43% | 11 |
|
|
2013
Q3 | $12.6M | Buy |
741,048
+3,024
| +0.4% | +$50.1K | 2.21% | 14 |
|
|
2013
Q2 | $10.5M | Buy |
+738,024
| New | +$11.4M | 1.93% | 17 |
|
Other funds holding AAPL
VCM
VPM
Crestwood Advisors Group's AAPL Position: Q1 2026 in Review
Crestwood Advisors Group increased its Apple (AAPL) stake by 0.84% in Q1 2026, buying an estimated $3.03M and bringing the position to 1,392,748 shares worth $353M. The position accounts for 5.95% of the portfolio, ranked #1.
Crestwood Advisors Group first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $375M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Crestwood Advisors Group held 1,392,748 shares of Apple worth $353M as of Q1 2026.
- Crestwood Advisors Group bought 11,641 Apple shares in Q1 2026, an estimated $3.03M.
- Apple made up 5.95% of Crestwood Advisors Group's portfolio in Q1 2026, its #1 holding.
- Crestwood Advisors Group first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Crestwood Advisors Group's Apple position peaked at $375M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.