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Capital Group Investment Management’s Apple AAPL Stock Holding History

Capital Group Investment 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 		$8.92M Buy
30,824
+7,875
+34% +$2.25M 1.34% 19
2026
Q1 		$5.82M Sell
22,949
-342
-1% -$89K 1% 27
2025
Q4 		$6.33M Buy
23,291
+10,493
+82% +$2.82M 1.03% 25
2025
Q3 		$3.26M Buy
12,798
+248
+2% +$56K 0.55% 53
2025
Q2 		$2.57M Sell
12,550
-25,648
-67% -$5.18M 0.46% 67
2025
Q1 		$8.48M Buy
38,198
+8,144
+27% +$1.89M 1.73% 11
2024
Q4 		$7.53M Sell
30,054
-4,770
-14% -$1.12M 1.43% 16
2024
Q3 		$8.11M Buy
34,824
+198
+0.6% +$44.2K 1.63% 12
2024
Q2 		$7.29M Buy
34,626
+342
+1% +$63.8K 1.58% 15
2024
Q1 		$5.88M Sell
34,284
-22,513
-40% -$4.09M 1.05% 24
2023
Q4 		$10.9M Sell
56,797
-70,058
-55% -$12.9M 1.15% 21
2023
Q3 		$21.7M Sell
126,855
-35,350
-22% -$6.48M 1.41% 14
2023
Q2 		$31.5M Buy
162,205
+4,860
+3% +$847K 1.57% 15
2023
Q1 		$25.9M Sell
157,345
-76,399
-33% -$11.3M 1.39% 17
2022
Q4 		$30.4M Buy
+233,744
New +$33.4M 1.17% 28

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

Capital Group Investment Management's AAPL Position: Q2 2026 in Review

Capital Group Investment Management increased its Apple (AAPL) stake by 34% in Q2 2026, buying an estimated $2.25M and bringing the position to 30,824 shares worth $8.92M. The position accounts for 1.34% of the portfolio, ranked #19.

Capital Group Investment Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.5M in Q2 2023. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Capital Group Investment Management held 30,824 shares of Apple worth $8.92M as of Q2 2026.
  • Capital Group Investment Management bought 7,875 Apple shares in Q2 2026, an estimated $2.25M.
  • Apple made up 1.34% of Capital Group Investment Management's portfolio in Q2 2026, its #19 holding.
  • Capital Group Investment Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Capital Group Investment Management's Apple position peaked at $31.5M in Q2 2023.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Capital Group Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.