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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
Q2 		$13.5M Buy
46,641
+68
+0.1% +$19.4K 5.09% 1
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 $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

Caldwell Sutter Capital's AAPL Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Apple (AAPL) stake by 0.15% in Q2 2026, buying an estimated $19.4K and bringing the position to 46,641 shares worth $13.5M. The position accounts for 5.09% of the portfolio, ranked #1.

Caldwell Sutter Capital first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Caldwell Sutter Capital held 46,641 shares of Apple worth $13.5M as of Q2 2026.
  • Caldwell Sutter Capital bought 68 Apple shares in Q2 2026, an estimated $19.4K.
  • Apple made up 5.09% of Caldwell Sutter Capital's portfolio in Q2 2026, its #1 holding.
  • Caldwell Sutter Capital first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.