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American Capital Management’s Apple AAPL Stock Holding History

American Capital Management’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
Q1 		$711K Hold
2,800
– – 0.04% 66
2025
Q4 		$761K Hold
2,800
– – 0.03% 64
2025
Q3 		$713K Hold
2,800
– – 0.03% 65
2025
Q2 		$574K Buy
2,800
+1,484
+113% +$300K 0.02% 61
2025
Q1 		$292K Hold
1,316
– – 0.01% 62
2024
Q4 		$330K Hold
1,316
– – 0.01% 61
2024
Q3 		$307K Hold
1,316
– – 0.01% 60
2024
Q2 		$277K Hold
1,316
– – 0.01% 62
2024
Q1 		$226K Hold
1,316
– – 0.01% 64
2023
Q4 		$253K Hold
1,316
– – 0.01% 64
2023
Q3 		$225K Hold
1,316
– – 0.01% 63
2023
Q2 		$255K Hold
1,316
– – 0.01% 64
2023
Q1 		$217K Buy
+1,316
New +$194K 0.01% 62
2022
Q2 		– Sell
-1,316
Closed -$230K – 64
2022
Q1 		$230K Hold
1,316
– – 0.01% 64
2021
Q4 		$234K Buy
+1,316
New +$208K 0.01% 66
2021
Q1 		– Sell
-2,316
Closed -$307K – 71
2020
Q4 		$307K Buy
2,316
+300
+15% +$36.1K 0.01% 69
2020
Q3 		$233K Sell
2,016
-600
-23% -$65.5K 0.01% 71
2020
Q2 		$239K Buy
+2,616
New +$203K 0.01% 71
2020
Q1 		– Sell
-3,416
Closed -$251K – 70
2019
Q4 		$251K Buy
+3,416
New +$220K 0.01% 70
2017
Q2 		– Sell
-10,500
Closed -$377K – 84
2017
Q1 		$377K Sell
10,500
-3,264
-24% -$107K 0.03% 76
2016
Q4 		$399K Buy
13,764
+464
+3% +$13.2K 0.03% 82
2016
Q3 		$376K Buy
+13,300
New +$352K 0.03% 85
2016
Q2 		– Sell
-13,752
Closed -$375K – 109
2016
Q1 		$375K Sell
13,752
-4,760
-26% -$119K 0.03% 91
2015
Q4 		$487K Buy
+18,512
New +$529K 0.04% 87

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

American Capital Management's AAPL Position: Q1 2026 in Review

American Capital Management held its Apple (AAPL) position steady in Q1 2026 at 2,800 shares worth $711K. The position accounts for 0.04% of the portfolio, ranked #66.

American Capital Management first reported a position in AAPL in Q4 2015 and has held it in 24 quarters since. The position peaked at $761K in Q4 2025. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • American Capital Management held 2,800 shares of Apple worth $711K as of Q1 2026.
  • American Capital Management left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.04% of American Capital Management's portfolio in Q1 2026, its #66 holding.
  • American Capital Management first reported a position in Apple in Q4 2015 and has held it in 24 quarters since.
  • American Capital Management's Apple position peaked at $761K in Q4 2025.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on American Capital Management's 13F filing for Q1 2026, filed 15 May 2026.