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Catalyst Funds Management’s Apple AAPL Stock Holding History

Catalyst Funds 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
Q2 		$72.5M Buy
250,522
+179,593
+253% +$51.4M 4.06% 1
2026
Q1 		$18M Buy
70,929
+4,629
+7% +$1.2M 3.05% 1
2025
Q4 		$18M Sell
66,300
-82,900
-56% -$22.3M 4.18% 3
2025
Q3 		$38M Buy
+149,200
New +$33.7M 5.74% 1
2024
Q3 		– Sell
-325,700
Closed -$68.6M – 1269
2024
Q2 		$68.6M Buy
325,700
+293,300
+905% +$54.7M 18.39% 1
2024
Q1 		$5.56M Buy
+32,400
New +$5.89M 1.55% 7

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

Catalyst Funds Management's AAPL Position: Q2 2026 in Review

Catalyst Funds Management increased its Apple (AAPL) stake by 253% in Q2 2026, buying an estimated $51.4M and bringing the position to 250,522 shares worth $72.5M. The position accounts for 4.06% of the portfolio, ranked #1.

Catalyst Funds Management first reported a position in AAPL in Q1 2024 and has held it in 6 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Catalyst Funds Management held 250,522 shares of Apple worth $72.5M as of Q2 2026.
  • Catalyst Funds Management bought 179,593 Apple shares in Q2 2026, an estimated $51.4M.
  • Apple made up 4.06% of Catalyst Funds Management's portfolio in Q2 2026, its #1 holding.
  • Catalyst Funds Management first reported a position in Apple in Q1 2024 and has held it in 6 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.