Capital Management Associates Inc’s Apple AAPL Stock Holding History

Capital Management Associates Inc’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	$16.2M	Buy	55,983 +1,234	+2%	+$353K	3.26%	5
2026 Q1	$13.9M	Sell	54,749 -49	-0.1%	-$12.8K	3.14%	7
2025 Q4	$14.9M	Sell	54,798 -14,905	-21%	-$4M	3.29%	6
2025 Q3	$17.7M	Buy	69,703 +907	+1%	+$205K	4.8%	6
2025 Q2	$14.1M	Buy	68,796 +8,251	+14%	+$1.67M	4.47%	6
2025 Q1	$13.4M	Buy	60,545 +24,939	+70%	+$5.78M	3.05%	7
2024 Q4	$8.92M	Sell	35,606 -334	-0.9%	-$78.7K	3.34%	9
2024 Q3	$8.37M	Buy	35,940 +820	+2%	+$183K	3.42%	9
2024 Q2	$7.4M	Sell	35,120 -3,937	-10%	-$734K	4.48%	8
2024 Q1	$6.7M	Buy	39,057 +2,170	+6%	+$395K	4.93%	8
2023 Q4	$7.17M	Buy	+36,887	New	+$6.81M	4.22%	6

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Capital Management Associates Inc's AAPL Position: Q2 2026 in Review

Capital Management Associates Inc increased its Apple (AAPL) stake by 2.3% in Q2 2026, buying an estimated $353K and bringing the position to 55,983 shares worth $16.2M. The position accounts for 3.26% of the portfolio, ranked #5.

Capital Management Associates Inc first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.7M in Q3 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Capital Management Associates Inc held 55,983 shares of Apple worth $16.2M as of Q2 2026.
Capital Management Associates Inc bought 1,234 Apple shares in Q2 2026, an estimated $353K.
Apple made up 3.26% of Capital Management Associates Inc's portfolio in Q2 2026, its #5 holding.
Capital Management Associates Inc first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Capital Management Associates Inc's Apple position peaked at $17.7M in Q3 2025.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.