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Coston McIsaac & Partners’s Apple AAPL Stock Holding History

Coston McIsaac & Partners’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 		$14.6M Buy
50,410
+1,046
+2% +$299K 2.93% 8
2026
Q1 		$12.5M Sell
49,364
-2,135
-4% -$556K 2.83% 8
2025
Q4 		$14M Sell
51,499
-1,253
-2% -$336K 3.25% 8
2025
Q3 		$13.4M Sell
52,752
-514
-1% -$116K 3.2% 7
2025
Q2 		$10.9M Buy
53,266
+91
+0.2% +$18.4K 2.83% 7
2025
Q1 		$11.8M Sell
53,175
-1,679
-3% -$389K 3.45% 5
2024
Q4 		$13.7M Sell
54,854
-7,034
-11% -$1.66M 4.07% 5
2024
Q3 		$14.4M Buy
61,888
+2,040
+3% +$456K 4.07% 5
2024
Q2 		$12.6M Buy
59,848
+152
+0.3% +$28.3K 3.97% 5
2024
Q1 		$10.2M Sell
59,696
-68
-0.1% -$12.4K 3.29% 7
2023
Q4 		$11.5M Buy
59,764
+102
+0.2% +$18.8K 4.01% 3
2023
Q3 		$10.2M Buy
59,662
+1,165
+2% +$214K 3.87% 4
2023
Q2 		$11.3M Buy
58,497
+88
+0.2% +$15.3K 3.9% 4
2023
Q1 		$9.63M Buy
58,409
+3,234
+6% +$477K 3.58% 3
2022
Q4 		$7.17M Buy
55,175
+651
+1% +$93K 2.79% 5
2022
Q3 		$7.54M Buy
54,524
+2,010
+4% +$315K 3.44% 4
2022
Q2 		$7.18M Buy
+52,514
New +$7.95M 4.34% 2

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

Coston McIsaac & Partners's AAPL Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Apple (AAPL) stake by 2.1% in Q2 2026, buying an estimated $299K and bringing the position to 50,410 shares worth $14.6M. The position accounts for 2.93% of the portfolio, ranked #8.

Coston McIsaac & Partners first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Coston McIsaac & Partners held 50,410 shares of Apple worth $14.6M as of Q2 2026.
  • Coston McIsaac & Partners bought 1,046 Apple shares in Q2 2026, an estimated $299K.
  • Apple made up 2.93% of Coston McIsaac & Partners's portfolio in Q2 2026, its #8 holding.
  • Coston McIsaac & Partners first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.