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Crestwood Advisors Group’s Apple AAPL Stock Holding History

Crestwood Advisors Group’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
2023
Q1 		– Sell
-500
Closed -$65 – 259
2022
Q4 		$65 Sell
500
-2,800
-85% -$400K ﹤0.01% 267
2022
Q3 		$456K Sell
3,300
-8,800
-73% -$1.38M 0.02% 199
2022
Q2 		$1.65M Buy
12,100
+3,300
+38% +$500K 0.06% 125
2022
Q1 		$1.54M Hold
8,800
– – 0.04% 134
2021
Q4 		$1.56M Buy
+8,800
New +$1.39M 0.04% 134

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

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.