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Cape Investment Advisory’s Apple AAPL Stock Holding History

Cape Investment Advisory’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 		$4.72M Buy
16,316
+357
+2% +$102K 1.26% 14
2026
Q1 		$4.05M Sell
15,959
-1,845
-10% -$480K 1.35% 15
2025
Q4 		$4.84M Buy
17,804
+13,802
+345% +$3.71M 1.49% 13
2025
Q3 		$1.02M Sell
4,002
-15,615
-80% -$3.53M 1% 20
2025
Q2 		$4.02M Buy
19,617
+3,220
+20% +$650K 1.47% 12
2025
Q1 		$3.64M Buy
16,397
+5
+0% +$1.16K 1.45% 11
2024
Q4 		$4.1M Sell
16,392
-535
-3% -$126K 1.61% 11
2024
Q3 		$3.94M Sell
16,927
-19
-0.1% -$4.24K 1.6% 9
2024
Q2 		$3.57M Sell
16,946
-11,733
-41% -$2.19M 1.6% 9
2024
Q1 		$4.92M Buy
28,679
+381
+1% +$69.3K 2.3% 6
2023
Q4 		$5.45M Buy
28,298
+11,367
+67% +$2.1M 2.66% 4
2023
Q3 		$2.9M Sell
16,931
-5,830
-26% -$1.07M 1.64% 10
2023
Q2 		$4.41M Buy
22,761
+4,455
+24% +$776K 2.47% 6
2023
Q1 		$3.02M Buy
+18,306
New +$2.7M 1.84% 8

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

Cape Investment Advisory's AAPL Position: Q2 2026 in Review

Cape Investment Advisory increased its Apple (AAPL) stake by 2.2% in Q2 2026, buying an estimated $102K and bringing the position to 16,316 shares worth $4.72M. The position accounts for 1.26% of the portfolio, ranked #14.

Cape Investment Advisory first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.45M in Q4 2023. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cape Investment Advisory held 16,316 shares of Apple worth $4.72M as of Q2 2026.
  • Cape Investment Advisory bought 357 Apple shares in Q2 2026, an estimated $102K.
  • Apple made up 1.26% of Cape Investment Advisory's portfolio in Q2 2026, its #14 holding.
  • Cape Investment Advisory first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Apple position peaked at $5.45M in Q4 2023.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.