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Compound Global Advisors’s Apple AAPL Stock Holding History

Compound Global Advisors’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 		$203K Buy
+700
New +$200K 5% 6
2024
Q1 		$9.89M Buy
57,651
+30,474
+112% +$5.54M 1.47% 24
2023
Q4 		$5.23M Sell
27,177
-25,000
-48% -$4.62M 0.97% 39
2023
Q3 		$8.93M Hold
52,177
– – 1.96% 24
2023
Q2 		$10.1M Sell
52,177
-26,635
-34% -$4.64M 2.33% 18
2023
Q1 		$13M Buy
78,812
+27,126
+52% +$4M 3.3% 13
2022
Q4 		$6.72M Buy
+51,686
New +$7.39M 1.91% 24

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

Compound Global Advisors's AAPL Position: Q2 2026 in Review

Compound Global Advisors opened a new position in Apple (AAPL) in Q2 2026: 700 shares worth $203K. The stake represents 5% of the portfolio and ranks #6 among its holdings. This is a return to the name: Compound Global Advisors previously reported a position in AAPL as recently as Q1 2024.

Compound Global Advisors first reported a position in AAPL in Q4 2022 and has held it in 7 quarters since. The position peaked at $13M in Q1 2023. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Compound Global Advisors held 700 shares of Apple worth $203K as of Q2 2026.
  • Apple was a new Compound Global Advisors position in Q2 2026.
  • Apple made up 5% of Compound Global Advisors's portfolio in Q2 2026, its #6 holding.
  • Compound Global Advisors first reported a position in Apple in Q4 2022 and has held it in 7 quarters since.
  • Compound Global Advisors's Apple position peaked at $13M in Q1 2023.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Compound Global Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.