CGPCS
AAPL icon

Capital Group Private Client Services’s Apple AAPL Stock Holding History

Capital Group Private Client Services’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 		$60.7M Sell
209,843
-814
-0.4% -$233K 0.86% 17
2026
Q1 		$53.5M Sell
210,657
-84,184
-29% -$21.9M 0.9% 19
2025
Q4 		$80.2M Buy
294,841
+8,366
+3% +$2.25M 1.28% 14
2025
Q3 		$72.9M Sell
286,475
-831,478
-74% -$188M 1.22% 17
2025
Q2 		$229M Sell
1,117,953
-138,212
-11% -$27.9M 1.99% 8
2025
Q1 		$279M Buy
1,256,165
+77,720
+7% +$18M 2.72% 7
2024
Q4 		$295M Buy
1,178,445
+26,202
+2% +$6.18M 2.71% 6
2024
Q3 		$268M Sell
1,152,243
-25,929
-2% -$5.79M 2.56% 6
2024
Q2 		$248M Sell
1,178,172
-57,339
-5% -$10.7M 2.48% 6
2024
Q1 		$212M Sell
1,235,511
-256,622
-17% -$46.7M 2.16% 7
2023
Q4 		$287M Buy
1,492,133
+4,953
+0.3% +$915K 2.97% 5
2023
Q3 		$255M Sell
1,487,180
-19,671
-1% -$3.61M 3.1% 4
2023
Q2 		$292M Sell
1,506,851
-6,338
-0.4% -$1.1M 3.45% 2
2023
Q1 		$250M Sell
1,513,189
-9,196
-0.6% -$1.36M 3.09% 3
2022
Q4 		$198M Buy
1,522,385
+26,289
+2% +$3.76M 2.5% 6
2022
Q3 		$207M Sell
1,496,096
-25,699
-2% -$4.03M 2.9% 4
2022
Q2 		$208M Sell
1,521,795
-16,443
-1% -$2.49M 2.69% 5
2022
Q1 		$269M Buy
1,538,238
+29,120
+2% +$4.9M 2.94% 3
2021
Q4 		$268M Sell
1,509,118
-48,073
-3% -$7.6M 2.86% 4
2021
Q3 		$220M Buy
+1,557,191
New +$229M 2.56% 5

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 Private Client Services's AAPL Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Apple (AAPL) stake by 0.39% in Q2 2026, selling an estimated $233K and leaving 209,843 shares worth $60.7M. The position accounts for 0.86% of the portfolio, ranked #17.

Capital Group Private Client Services first reported a position in AAPL in Q3 2021 and has held it in 20 quarters since. The position peaked at $295M in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Capital Group Private Client Services held 209,843 shares of Apple worth $60.7M as of Q2 2026.
  • Capital Group Private Client Services sold 814 Apple shares in Q2 2026, an estimated $233K.
  • Apple made up 0.86% of Capital Group Private Client Services's portfolio in Q2 2026, its #17 holding.
  • Capital Group Private Client Services first reported a position in Apple in Q3 2021 and has held it in 20 quarters since.
  • Capital Group Private Client Services's Apple position peaked at $295M in Q4 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.