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Callan Family Office’s Apple AAPL Stock Holding History

Callan Family Office’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 		$178M Buy
613,564
+22,355
+4% +$6.39M 3.47% 2
2026
Q1 		$150M Sell
591,209
-10,500
-2% -$2.73M 3.4% 2
2025
Q4 		$164M Buy
601,709
+108,592
+22% +$29.2M 3.51% 3
2025
Q3 		$126M Buy
493,117
+22,785
+5% +$5.15M 4% 3
2025
Q2 		$96.5M Buy
470,332
+247,074
+111% +$49.9M 3.05% 4
2025
Q1 		$49.6M Sell
223,258
-82,354
-27% -$19.1M 3.72% 3
2024
Q4 		$76.5M Buy
305,612
+232,105
+316% +$54.7M 4.87% 2
2024
Q3 		$17.1M Buy
73,507
+25,653
+54% +$5.73M 2.88% 7
2024
Q2 		$10.1M Buy
47,854
+29,239
+157% +$5.45M 1.94% 14
2024
Q1 		$3.19M Sell
18,615
-4,851
-21% -$882K 0.75% 26
2023
Q4 		$4.52M Buy
23,466
+1,144
+5% +$211K 1.12% 20
2023
Q3 		$3.82M Sell
22,322
-3,415
-13% -$626K 1.02% 22
2023
Q2 		$4.99M Sell
25,737
-3,197
-11% -$557K 1.32% 14
2023
Q1 		$4.77M Buy
28,934
+19,023
+192% +$2.81M 1.16% 17
2022
Q4 		$1.29M Buy
+9,911
New +$1.42M 0.42% 33

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

Callan Family Office's AAPL Position: Q2 2026 in Review

Callan Family Office increased its Apple (AAPL) stake by 3.8% in Q2 2026, buying an estimated $6.39M and bringing the position to 613,564 shares worth $178M. The position accounts for 3.47% of the portfolio, ranked #2.

Callan Family Office 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.

  • Callan Family Office held 613,564 shares of Apple worth $178M as of Q2 2026.
  • Callan Family Office bought 22,355 Apple shares in Q2 2026, an estimated $6.39M.
  • Apple made up 3.47% of Callan Family Office's portfolio in Q2 2026, its #2 holding.
  • Callan Family Office 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 Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.