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Caldwell Sutter Capital’s Apple AAPL Stock Holding History

Caldwell Sutter 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
Q1 		$11.8M Sell
46,573
-1,927
-4% -$502K 4.81% 1
2025
Q4 		$13.2M Sell
48,500
-3,280
-6% -$881K 5.59% 1
2025
Q3 		$13.2M Buy
51,780
+3,894
+8% +$880K 5.63% 1
2025
Q2 		$9.82M Sell
47,886
-393
-0.8% -$79.4K 4.5% 1
2025
Q1 		$10.7M Sell
48,279
-1,899
-4% -$440K 5.1% 1
2024
Q4 		$12.6M Buy
50,178
+1,948
+4% +$459K 5.85% 1
2024
Q3 		$11.2M Sell
48,230
-3,156
-6% -$705K 5.24% 1
2024
Q2 		$10.8M Buy
51,386
+100
+0.2% +$18.6K 5.36% 1
2024
Q1 		$8.79M Sell
51,286
-5,827
-10% -$1.06M 4.23% 1
2023
Q4 		$11M Buy
57,113
+419
+0.7% +$77.4K 5.59% 1
2023
Q3 		$9.71M Sell
56,694
-8,969
-14% -$1.64M 5.37% 1
2023
Q2 		$12.7M Buy
65,663
+7,752
+13% +$1.35M 6.67% 1
2023
Q1 		$9.55M Buy
57,911
+1,339
+2% +$198K 6.96% 1
2022
Q4 		$7.35M Buy
+56,572
New +$8.08M 6.48% 1

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

Caldwell Sutter Capital's AAPL Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Apple (AAPL) stake by 4% in Q1 2026, selling an estimated $502K and leaving 46,573 shares worth $11.8M. The position accounts for 4.81% of the portfolio, ranked #1.

Caldwell Sutter Capital first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.2M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Caldwell Sutter Capital held 46,573 shares of Apple worth $11.8M as of Q1 2026.
  • Caldwell Sutter Capital sold 1,927 Apple shares in Q1 2026, an estimated $502K.
  • Apple made up 4.81% of Caldwell Sutter Capital's portfolio in Q1 2026, its #1 holding.
  • Caldwell Sutter Capital first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Apple position peaked at $13.2M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.