Caption Management’s Apple AAPL Stock Holding History

Caption 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 Q1	–	Sell	-470,000	Closed	-$128M	–	1487
2025 Q4	$128M	Buy	+470,000	New	+$126M	0.88%	13
2025 Q1	–	Sell	-200,000	Closed	-$50.1M	–	1442
2024 Q4	$50.1M	Buy	+200,000	New	+$47.1M	0.47%	33
2021 Q2	–	Sell	-18,190	Closed	-$2.22M	–	1248
2021 Q1	$2.22M	Buy	+18,190	New	+$2.33M	0.05%	486
2020 Q3	–	Sell	-680	Closed	-$62K	–	997
2020 Q2	$62K	Hold	680	–	–	﹤0.01%	856
2020 Q1	$43K	Buy	+680	New	+$50K	﹤0.01%	797

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caption Management's AAPL Position: Q1 2026 in Review

Caption Management sold out of Apple (AAPL) in Q1 2026, closing a stake of 470,000 shares — an estimated $128M sold.

Caption Management first reported a position in AAPL in Q1 2020 and held it in 5 quarters. The position peaked at $128M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Caption Management reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
Caption Management sold 470,000 Apple shares in Q1 2026, an estimated $128M.
Caption Management first reported a position in Apple in Q1 2020 and held it in 5 quarters.
Caption Management's Apple position peaked at $128M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.