CD
AAPL icon

Chapin Davis’s Apple AAPL Stock Holding History

Chapin Davis’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 		$22.4M Sell
77,536
-11,304
-13% -$3.23M 3.95% 3
2026
Q1 		$22.5M Sell
88,840
-10,660
-11% -$2.77M 5.03% 1
2025
Q4 		$27.1M Sell
99,500
-151
-0.2% -$40.5K 6.34% 1
2025
Q3 		$25.4M Sell
99,651
-2,200
-2% -$497K 6.23% 1
2025
Q2 		$20.9M Sell
101,851
-1,886
-2% -$381K 5.78% 1
2025
Q1 		$23M Buy
103,737
+3,501
+3% +$811K 7.85% 1
2024
Q4 		$23.4M Hold
100,236
– – 7.62% 1
2024
Q3 		$23.4M Sell
100,236
-389
-0.4% -$86.9K 7.56% 1
2024
Q2 		$21.2M Sell
100,625
-714
-0.7% -$133K 7.24% 1
2024
Q1 		$17.4M Sell
101,339
-8,955
-8% -$1.63M 6.35% 1
2023
Q4 		$21.2M Sell
110,294
-906
-0.8% -$167K 8.95% 1
2023
Q3 		$19M Buy
111,200
+1,153
+1% +$211K 9.09% 1
2023
Q2 		$21.3M Buy
110,047
+9
+0% +$1.57K 10.13% 1
2023
Q1 		$18.1M Sell
110,038
-2,121
-2% -$313K 9.38% 1
2022
Q4 		$14.6M Buy
+112,159
New +$16M 8.46% 1

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

Chapin Davis's AAPL Position: Q2 2026 in Review

Chapin Davis reduced its Apple (AAPL) stake by 13% in Q2 2026, selling an estimated $3.23M and leaving 77,536 shares worth $22.4M. The position accounts for 3.95% of the portfolio, ranked #3.

Chapin Davis first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.1M in Q4 2025. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Chapin Davis held 77,536 shares of Apple worth $22.4M as of Q2 2026.
  • Chapin Davis sold 11,304 Apple shares in Q2 2026, an estimated $3.23M.
  • Apple made up 3.95% of Chapin Davis's portfolio in Q2 2026, its #3 holding.
  • Chapin Davis first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Chapin Davis's Apple position peaked at $27.1M in Q4 2025.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.