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Applied Finance Capital Management’s Apple AAPL Stock Holding History

Applied Finance 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
Q2 		$65.3M Sell
225,701
-10,230
-4% -$2.93M 4.86% 1
2026
Q1 		$59.9M Sell
235,931
-10,953
-4% -$2.85M 4.49% 1
2025
Q4 		$67.1M Sell
246,884
-5,915
-2% -$1.59M 4.81% 1
2025
Q3 		$64.4M Sell
252,799
-18,097
-7% -$4.09M 4.57% 1
2025
Q2 		$55.6M Buy
270,896
+3,729
+1% +$753K 3.8% 1
2025
Q1 		$59.3M Sell
267,167
-140,939
-35% -$32.7M 4.37% 1
2024
Q4 		$102M Buy
408,106
+5,407
+1% +$1.27M 4.44% 1
2024
Q3 		$93.8M Sell
402,699
-17,122
-4% -$3.82M 4.01% 1
2024
Q2 		$88.4M Buy
419,821
+218,699
+109% +$40.8M 4.09% 1
2024
Q1 		$34.5M Buy
201,122
+31,489
+19% +$5.73M 2.42% 10
2023
Q4 		$32.7M Buy
169,633
+17,467
+11% +$3.23M 2.84% 6
2023
Q3 		$26.1M Sell
152,166
-16,359
-10% -$3M 2.83% 7
2023
Q2 		$32.7M Sell
168,525
-17,435
-9% -$3.04M 3.7% 1
2023
Q1 		$30.7M Buy
185,960
+29,051
+19% +$4.29M 3.81% 1
2022
Q4 		$20.4M Buy
+156,909
New +$22.4M 2.66% 7

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

Applied Finance Capital Management's AAPL Position: Q2 2026 in Review

Applied Finance Capital Management reduced its Apple (AAPL) stake by 4.3% in Q2 2026, selling an estimated $2.93M and leaving 225,701 shares worth $65.3M. The position accounts for 4.86% of the portfolio, ranked #1.

Applied Finance Capital Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $102M in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Applied Finance Capital Management held 225,701 shares of Apple worth $65.3M as of Q2 2026.
  • Applied Finance Capital Management sold 10,230 Apple shares in Q2 2026, an estimated $2.93M.
  • Apple made up 4.86% of Applied Finance Capital Management's portfolio in Q2 2026, its #1 holding.
  • Applied Finance Capital Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Applied Finance Capital Management's Apple position peaked at $102M in Q4 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.