Basso Capital Management’s Apple AAPL Stock Holding History

Basso 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	$3.05M	Buy	10,539 +9,901	+1,552%	+$2.83M	0.65%	35
2026 Q1	$162K	Buy	638 +314	+97%	+$81.7K	0.1%	67
2025 Q4	$88.1K	Buy	+324	New	+$87K	0.05%	74
2024 Q2	–	Sell	-1,853	Closed	-$318K	–	76
2024 Q1	$318K	Sell	1,853 -1,800	-49%	-$327K	0.3%	39
2023 Q4	$703K	Sell	3,653 -11,707	-76%	-$2.16M	0.73%	24
2023 Q3	$2.63M	Hold	15,360	–	–	2.91%	6
2023 Q2	$2.98M	Sell	15,360 -520	-3%	-$90.6K	3.3%	4
2023 Q1	$2.62M	Hold	15,880	–	–	2.53%	6
2022 Q4	$2.06M	Buy	+15,880	New	+$2.27M	2.22%	7
2013 Q4	–	Sell	-68,600	Closed	-$1.17M	–	86
2013 Q3	$1.17M	Buy	68,600 +63,000	+1,125%	+$1.04M	0.2%	60
2013 Q2	$79K	Buy	+5,600	New	+$86.1K	0.01%	93

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Basso Capital Management's AAPL Position: Q2 2026 in Review

Basso Capital Management increased its Apple (AAPL) stake by 1,552% in Q2 2026, buying an estimated $2.83M and bringing the position to 10,539 shares worth $3.05M. The position accounts for 0.65% of the portfolio, ranked #35.

Basso Capital Management first reported a position in AAPL in Q2 2013 and has held it in 11 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Basso Capital Management held 10,539 shares of Apple worth $3.05M as of Q2 2026.
Basso Capital Management bought 9,901 Apple shares in Q2 2026, an estimated $2.83M.
Apple made up 0.65% of Basso Capital Management's portfolio in Q2 2026, its #35 holding.
Basso Capital Management first reported a position in Apple in Q2 2013 and has held it in 11 quarters since.
6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.