Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $290K | Buy |
1,003
+53
| +6% | +$15.2K | 0.04% | 60 |
|
|
2026
Q1 | $241K | Hold |
950
| – | – | 0.04% | 63 |
|
|
2025
Q4 | $258K | Hold |
950
| – | – | 0.04% | 62 |
|
|
2025
Q3 | $242K | Sell |
950
-290
| -23% | -$65.5K | 0.04% | 66 |
|
|
2025
Q2 | $254K | Sell |
1,240
-2,250
| -64% | -$454K | 0.04% | 66 |
|
|
2025
Q1 | $775K | Sell |
3,490
-332
| -9% | -$76.9K | 0.13% | 50 |
|
|
2024
Q4 | $957K | Buy |
3,822
+62
| +2% | +$14.6K | 0.17% | 50 |
|
|
2024
Q3 | $876K | Sell |
3,760
-225
| -6% | -$50.2K | 0.16% | 48 |
|
|
2024
Q2 | $839K | Sell |
3,985
-185
| -4% | -$34.5K | 0.17% | 47 |
|
|
2024
Q1 | $715K | Sell |
4,170
-380
| -8% | -$69.1K | 0.14% | 50 |
|
|
2023
Q4 | $876K | Sell |
4,550
-478
| -10% | -$88.3K | 0.17% | 49 |
|
|
2023
Q3 | $861K | Sell |
5,028
-143
| -3% | -$26.2K | 0.19% | 48 |
|
|
2023
Q2 | $1M | Sell |
5,171
-380
| -7% | -$66.2K | 0.21% | 48 |
|
|
2023
Q1 | $915K | Sell |
5,551
-398
| -7% | -$58.7K | 0.21% | 45 |
|
|
2022
Q4 | $773K | Sell |
5,949
-147
| -2% | -$21K | 0.19% | 46 |
|
|
2022
Q3 | $842K | Sell |
6,096
-950
| -13% | -$149K | 0.24% | 47 |
|
|
2022
Q2 | $963K | Buy |
7,046
+161
| +2% | +$24.4K | 0.24% | 48 |
|
|
2022
Q1 | $1.2M | Buy |
6,885
+929
| +16% | +$156K | 0.26% | 47 |
|
|
2021
Q4 | $1.06M | Buy |
5,956
+450
| +8% | +$71.1K | 0.22% | 50 |
|
|
2021
Q3 | $779K | Buy |
5,506
+276
| +5% | +$40.6K | 0.17% | 49 |
|
|
2021
Q2 | $716K | Sell |
5,230
-110
| -2% | -$14.3K | 0.15% | 51 |
|
|
2021
Q1 | $652K | Sell |
5,340
-2
| -0% | -$257 | 0.15% | 47 |
|
|
2020
Q4 | $709K | Sell |
5,342
-60
| -1% | -$7.22K | 0.19% | 43 |
|
|
2020
Q3 | $626K | Buy |
5,402
+502
| +10% | +$54.8K | 0.2% | 42 |
|
|
2020
Q2 | $447K | Sell |
4,900
-800
| -14% | -$62K | 0.15% | 43 |
|
|
2020
Q1 | $362K | Hold |
5,700
| – | – | 0.13% | 48 |
|
|
2019
Q4 | $418K | Hold |
5,700
| – | – | 0.11% | 58 |
|
|
2019
Q3 | $319K | Buy |
5,700
+148
| +3% | +$7.74K | 0.09% | 64 |
|
|
2019
Q2 | $275K | Buy |
5,552
+312
| +6% | +$15.2K | 0.08% | 65 |
|
|
2019
Q1 | $249K | Hold |
5,240
| – | – | 0.07% | 71 |
|
|
2018
Q4 | $207K | Sell |
5,240
-2,000
| -28% | -$97K | 0.06% | 74 |
|
|
2018
Q3 | $409K | Buy |
7,240
+1,920
| +36% | +$100K | 0.1% | 56 |
|
|
2018
Q2 | $246K | Hold |
5,320
| – | – | 0.07% | 66 |
|
|
2018
Q1 | $223K | Sell |
5,320
-864
| -14% | -$37.2K | 0.06% | 82 |
|
|
2017
Q4 | $262K | Sell |
6,184
-60
| -1% | -$2.51K | 0.07% | 77 |
|
|
2017
Q3 | $241K | Hold |
6,244
| – | – | 0.07% | 79 |
|
|
2017
Q2 | $225K | Buy |
+6,244
| New | +$231K | 0.07% | 89 |
|
|
2016
Q4 | – | Sell |
-7,940
| Closed | -$224K | – | 88 |
|
|
2016
Q3 | $224K | Buy |
+7,940
| New | +$210K | 0.08% | 81 |
|
|
2016
Q2 | – | Sell |
-7,940
| Closed | -$216K | – | 88 |
|
|
2016
Q1 | $216K | Hold |
7,940
| – | – | 0.08% | 81 |
|
|
2015
Q4 | $209K | Hold |
7,940
| – | – | 0.08% | 81 |
|
|
2015
Q3 | $219K | Sell |
7,940
-16,488
| -67% | -$484K | 0.09% | 76 |
|
|
2015
Q2 | $766K | Buy |
24,428
+140
| +0.6% | +$4.48K | 0.27% | 50 |
|
|
2015
Q1 | $756K | Buy |
24,288
+2,372
| +11% | +$71.6K | 0.26% | 49 |
|
|
2014
Q4 | $605K | Buy |
+21,916
| New | +$596K | 0.19% | 54 |
|
Other funds holding AAPL
Capital Management's AAPL Position: Q2 2026 in Review
Capital Management increased its Apple (AAPL) stake by 5.6% in Q2 2026, buying an estimated $15.2K and bringing the position to 1,003 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #60.
Capital Management first reported a position in AAPL in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.2M in Q1 2022. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Capital Management held 1,003 shares of Apple worth $290K as of Q2 2026.
- Capital Management bought 53 Apple shares in Q2 2026, an estimated $15.2K.
- Apple made up 0.04% of Capital Management's portfolio in Q2 2026, its #60 holding.
- Capital Management first reported a position in Apple in Q4 2014 and has held it in 44 quarters since.
- Capital Management's Apple position peaked at $1.2M in Q1 2022.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.