CCM Investment Advisers Reduces Apple Stake by 2.4%

Firm still holds $34.23 million in Apple shares after trimming position

Apr. 3, 2026 at 7:39am

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CCM Investment Advisers LLC reduced its stake in Apple Inc. (NASDAQ:AAPL) by 2.4% during the fourth quarter, according to a recent SEC filing. The firm now owns 125,892 shares of the iPhone maker's stock, valued at $34,225,000, making Apple its fourth-largest holding.

Why it matters

This filing provides insight into the investment decisions of CCM Investment Advisers, a prominent financial advisory firm. Their reduced position in Apple, one of the world's most valuable companies, could signal a shift in their market outlook or portfolio strategy.

The details

According to the 13F filing, CCM Investment Advisers sold 3,093 Apple shares during the fourth quarter, bringing their total position down to 125,892 shares. Apple still accounts for approximately 3.3% of the firm's investment portfolio, making it their fourth-largest holding.

  • The 13F filing covers the fourth quarter of 2025.
  • CCM Investment Advisers reduced its Apple stake during this period.

The players

CCM Investment Advisers LLC

A financial advisory firm that manages investments for clients.

Apple Inc.

A multinational technology company known for products like the iPhone, iPad, and Mac computers.

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The takeaway

This filing suggests CCM Investment Advisers is taking a more cautious approach to its Apple holdings, potentially in response to broader market conditions or a shift in the firm's investment strategy. However, Apple remains a significant part of their portfolio, indicating the firm still sees long-term value in the tech giant.