CAG
AAPL icon

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 $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

Crestwood Advisors Group's AAPL Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $6.6M and leaving 1,369,680 shares worth $396M. The position accounts for 5.88% of the portfolio, ranked #1.

Crestwood Advisors Group first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Crestwood Advisors Group held 1,369,680 shares of Apple worth $396M as of Q2 2026.
  • Crestwood Advisors Group sold 23,068 Apple shares in Q2 2026, an estimated $6.6M.
  • Apple made up 5.88% of Crestwood Advisors Group's portfolio in Q2 2026, its #1 holding.
  • Crestwood Advisors Group first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.