Position in AAPL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$396,330,604
+$42,865,090 QoQ
Shares Held
1,369,680
-1.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
7.95%
of 13F equity value
Holder Rank
#369
of 6,124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Derivatives in AAPL
reported options exposure · as of Dec 31, 2022CallValue
$64,965
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Consumer Electronics
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $396,811,733 across 3 Consumer Electronics names. AAPL ranks #1 (99.9% of the industry book) .
All Filings in AAPL
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,330,604 | 1,369,680 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $353,465,514 | 1,392,748 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $375,467,748 | 1,381,107 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $358,368,298 | 1,407,408 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $298,372,575 | 1,454,270 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $329,089,815 | 1,481,519 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $365,270,875 | 1,458,633 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $339,762,930 | 1,458,210 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $305,845,092 | 1,452,118 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $249,609,030 | 1,455,616 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $285,889,336 | 1,484,908 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $254,394,261 | 1,485,861 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $264,847,025 | 1,365,402 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $235,071,381 | 1,425,539 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $195,901,437 | 1,507,746 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $64,965 | 500 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $456,060 | 3,300 | Call | Sole | 2022-10-26 | |
| 2022-09-30 | $208,960,334 | 1,512,014 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,654,312 | 12,100 | Call | Sole | 2022-07-07 | |
| 2022-06-30 | $206,699,585 | 1,511,846 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $252,879,805 | 1,448,255 | Shares | Sole | 2022-04-12 | |
| 2022-03-31 | $1,536,568 | 8,800 | Call | Sole | 2022-04-12 | |
| 2021-12-31 | $262,023,890 | 1,475,609 | Shares | Sole | 2022-02-15 | |
| 2021-12-31 | $1,562,616 | 8,800 | Call | Sole | 2022-02-15 | |
| 2021-09-30 | $214,352,407 | 1,514,858 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $212,502,205 | 1,551,564 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $188,125,535 | 1,540,119 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $204,468,788 | 1,540,951 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $183,972,291 | 1,588,570 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $147,555,398 | 404,483 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $104,962,774 | 412,768 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||