Codex Capital Asset Management’s Apple AAPL Stock Holding History

Codex Capital Asset 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	$868K	Hold	3,000	–	–	0.3%	31
2026 Q1	$761K	Hold	3,000	–	–	0.29%	31
2025 Q4	$816K	Hold	3,000	–	–	0.3%	29
2025 Q3	$764K	Hold	3,000	–	–	0.29%	29
2025 Q2	$616K	Hold	3,000	–	–	0.25%	32
2025 Q1	$666K	Hold	3,000	–	–	0.31%	31
2024 Q4	$751K	Hold	3,000	–	–	0.33%	32
2024 Q3	$699K	Hold	3,000	–	–	0.31%	35
2024 Q2	$632K	Buy	+3,000	New	+$559K	0.29%	35

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Codex Capital Asset Management's AAPL Position: Q2 2026 in Review

Codex Capital Asset Management held its Apple (AAPL) position steady in Q2 2026 at 3,000 shares worth $868K. The position accounts for 0.3% of the portfolio, ranked #31.

Codex Capital Asset Management first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Codex Capital Asset Management held 3,000 shares of Apple worth $868K as of Q2 2026.
Codex Capital Asset Management left its Apple share count unchanged in Q2 2026.
Apple made up 0.3% of Codex Capital Asset Management's portfolio in Q2 2026, its #31 holding.
Codex Capital Asset Management first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Codex Capital Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.