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Coldstream Capital Management’s Apple AAPL Stock Holding History

Coldstream Capital 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
2025
Q2 		– Hold
0
– -$444K – 1110
2025
Q1 		– Hold
0
– – – 666
2014
Q3 		– Sell
-14,000
Closed -$325K – 195
2014
Q2 		$325K Buy
+14,000
New +$298K 0.1% 120
2013
Q4 		– Sell
-14,000
Closed -$238K – 187
2013
Q3 		$238K Buy
14,000
+5,600
+67% +$92.8K 0.08% 137
2013
Q2 		$119K Buy
+8,400
New +$129K 0.04% 173

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

Coldstream Capital Management's AAPL Position: Q1 2026 in Review

Coldstream Capital Management increased its Apple (AAPL) stake by 13% in Q1 2026, buying an estimated $21.7M and bringing the position to 720,415 shares worth $183M. The position accounts for 2.25% of the portfolio, ranked #9.

Coldstream Capital Management first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Coldstream Capital Management held 720,415 shares of Apple worth $183M as of Q1 2026.
  • Coldstream Capital Management bought 83,561 Apple shares in Q1 2026, an estimated $21.7M.
  • Apple made up 2.25% of Coldstream Capital Management's portfolio in Q1 2026, its #9 holding.
  • Coldstream Capital Management first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.