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Aspen Grove Capital’s Apple AAPL Stock Holding History

Aspen Grove Capital’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 		$19.7M Buy
68,187
+2,329
+4% +$666K 2.84% 12
2026
Q1 		$16.7M Buy
65,858
+7
+0% +$1.82K 3.25% 9
2025
Q4 		$17.9M Sell
65,851
-1,340
-2% -$360K 3.1% 9
2025
Q3 		$17.1M Sell
67,191
-6,603
-9% -$1.49M 2.88% 9
2025
Q2 		$15.1M Buy
73,794
+6,370
+9% +$1.29M 2.57% 9
2025
Q1 		$15M Sell
67,424
-4,351
-6% -$1.01M 2.88% 7
2024
Q4 		$18M Buy
71,775
+9,008
+14% +$2.12M 3.81% 5
2024
Q3 		$14.6M Sell
62,767
-1,313
-2% -$293K 3.23% 8
2024
Q2 		$13.5M Sell
64,080
-10,004
-14% -$1.87M 3.18% 8
2024
Q1 		$12.7M Buy
74,084
+1,651
+2% +$300K 3.59% 7
2023
Q4 		$14M Sell
72,433
-4,282
-6% -$791K 4.26% 6
2023
Q3 		$13.1M Sell
76,715
-4,726
-6% -$867K 4.88% 3
2023
Q2 		$15.8M Buy
81,441
+26,942
+49% +$4.69M 5.11% 3
2023
Q1 		$8.99M Buy
54,499
+4,949
+10% +$730K 3.93% 5
2022
Q4 		$6.44M Buy
+49,550
New +$7.08M 2.98% 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

Aspen Grove Capital's AAPL Position: Q2 2026 in Review

Aspen Grove Capital increased its Apple (AAPL) stake by 3.5% in Q2 2026, buying an estimated $666K and bringing the position to 68,187 shares worth $19.7M. The position accounts for 2.84% of the portfolio, ranked #12.

Aspen Grove Capital first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Aspen Grove Capital held 68,187 shares of Apple worth $19.7M as of Q2 2026.
  • Aspen Grove Capital bought 2,329 Apple shares in Q2 2026, an estimated $666K.
  • Apple made up 2.84% of Aspen Grove Capital's portfolio in Q2 2026, its #12 holding.
  • Aspen Grove Capital first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.