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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
Q3 		$26M Buy
77,930
+394
+0.5% +$127K 4.99% 1
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Chapin Davis's AAPL Position: Q3 2026 in Review

Chapin Davis increased its Apple (AAPL) stake by 0.51% in Q3 2026, buying an estimated $127K and bringing the position to 77,930 shares worth $26M. The position accounts for 4.99% of the portfolio, ranked #1.

Chapin Davis first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. The position peaked at $27.1M in Q4 2025. 822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Chapin Davis held 77,930 shares of Apple worth $26M as of Q3 2026.
  • Chapin Davis bought 394 Apple shares in Q3 2026, an estimated $127K.
  • Apple made up 4.99% of Chapin Davis's portfolio in Q3 2026, its #1 holding.
  • Chapin Davis first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's Apple position peaked at $27.1M in Q4 2025.
  • 822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.