MCWA
AAPL icon

Meadow Creek Wealth Advisors’s Apple AAPL Stock Holding History

Meadow Creek Wealth Advisors’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 		$5.68M Sell
19,643
-2,919
-13% -$835K 3.47% 5
2026
Q1 		$5.73M Buy
22,562
+2,024
+10% +$527K 3.71% 5
2025
Q4 		$5.58M Buy
20,538
+32
+0.2% +$8.59K 3.57% 6
2025
Q3 		$5.07M Buy
20,506
+1,073
+6% +$242K 3.37% 7
2025
Q2 		$3.99M Sell
19,433
-130
-0.7% -$26.3K 2.69% 8
2025
Q1 		$4.35M Sell
19,563
-1,850
-9% -$429K 3.24% 5
2024
Q4 		$5.36M Buy
21,413
+1,124
+6% +$265K 3.86% 5
2024
Q3 		$4.73M Buy
20,289
+1,212
+6% +$271K 3.75% 5
2024
Q2 		$4.02M Sell
19,077
-9,291
-33% -$1.73M 3.8% 5
2024
Q1 		$4.86M Buy
28,368
+10,691
+60% +$1.94M 3.38% 3
2023
Q4 		$3.4M Buy
+17,677
New +$3.26M 3.31% 4
2022
Q3 		$2.87M Buy
20,739
+18
+0.1% +$2.83K 3.79% 2
2022
Q2 		$2.83M Buy
20,721
+894
+5% +$135K 3.49% 3
2022
Q1 		$3.46M Sell
19,827
-4,996
-20% -$840K 3.76% 3
2021
Q4 		$4.41M Buy
+24,823
New +$3.92M 4.16% 3
2019
Q4 		$1.4M Buy
+19,088
New +$1.23M 1.94% 5

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

Meadow Creek Wealth Advisors's AAPL Position: Q2 2026 in Review

Meadow Creek Wealth Advisors reduced its Apple (AAPL) stake by 13% in Q2 2026, selling an estimated $835K and leaving 19,643 shares worth $5.68M. The position accounts for 3.47% of the portfolio, ranked #5.

Meadow Creek Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 16 quarters since. The position peaked at $5.73M in Q1 2026. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Meadow Creek Wealth Advisors held 19,643 shares of Apple worth $5.68M as of Q2 2026.
  • Meadow Creek Wealth Advisors sold 2,919 Apple shares in Q2 2026, an estimated $835K.
  • Apple made up 3.47% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Meadow Creek Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 16 quarters since.
  • Meadow Creek Wealth Advisors's Apple position peaked at $5.73M in Q1 2026.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.