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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
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
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

Codex Capital Asset Management's AAPL Position: Q1 2026 in Review

Codex Capital Asset Management held its Apple (AAPL) position steady in Q1 2026 at 3,000 shares worth $761K. The position accounts for 0.29% of the portfolio, ranked #31.

Codex Capital Asset Management first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. The position peaked at $816K in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Codex Capital Asset Management held 3,000 shares of Apple worth $761K as of Q1 2026.
  • Codex Capital Asset Management left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.29% of Codex Capital Asset Management's portfolio in Q1 2026, its #31 holding.
  • Codex Capital Asset Management first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
  • Codex Capital Asset Management's Apple position peaked at $816K in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Codex Capital Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.