CM
AAPL icon

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 – 1488
2025
Q4 		$128M Buy
+470,000
New +$126M 0.88% 14
2025
Q1 		– Sell
-200,000
Closed -$50.1M – 1443
2024
Q4 		$50.1M Buy
+200,000
New +$47.1M 0.47% 34
2021
Q2 		– Sell
-150,000
Closed -$18.3M – 1249
2021
Q1 		$18.3M Buy
+150,000
New +$19.3M 0.39% 43

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
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. 6,074 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.
  • 6,074 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.