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Curi RMB Capital’s Apple AAPL Stock Holding History

Curi RMB Capital’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 		$170M Buy
669,941
+40,164
+6% +$10.5M 3.02% 2
2025
Q4 		$171M Sell
629,777
-151
-0% -$40.5K 2.97% 2
2025
Q3 		$160M Buy
629,928
+34,682
+6% +$7.83M 2.94% 2
2025
Q2 		$122M Buy
595,246
+214,670
+56% +$43.4M 2.32% 3
2025
Q1 		$84.5M Buy
380,576
+76,244
+25% +$17.7M 2.08% 6
2024
Q4 		$76.2M Sell
304,332
-30,251
-9% -$7.13M 1.76% 6
2024
Q3 		$78M Buy
334,583
+22,880
+7% +$5.11M 1.77% 7
2024
Q2 		$65.7M Sell
311,703
-21,078
-6% -$3.93M 1.57% 8
2024
Q1 		$57.1M Buy
332,781
+5,041
+2% +$917K 1.31% 11
2023
Q4 		$63.1M Sell
327,740
-8,395
-2% -$1.55M 1.93% 3
2023
Q3 		$57.5M Sell
336,135
-7,338
-2% -$1.35M 1.97% 2
2023
Q2 		$66.6M Sell
343,473
-1,658
-0.5% -$289K 2.19% 2
2023
Q1 		$56.9M Buy
345,131
+27,117
+9% +$4M 1.99% 2
2022
Q4 		$41.3M Sell
318,014
-45,217
-12% -$6.46M 1.47% 10
2022
Q3 		$50.2M Buy
363,231
+23,312
+7% +$3.66M 1.87% 3
2022
Q2 		$46.5M Sell
339,919
-11,557
-3% -$1.75M 1.6% 5
2022
Q1 		$61.4M Buy
351,476
+2,012
+0.6% +$338K 1.94% 4
2021
Q4 		$62.1M Sell
349,464
-706
-0.2% -$112K 1.87% 5
2021
Q3 		$49.5M Buy
350,170
+26,340
+8% +$3.88M 1.63% 10
2021
Q2 		$44.4M Buy
323,830
+2,122
+0.7% +$275K 1.48% 12
2021
Q1 		$39.3M Sell
321,708
-16,370
-5% -$2.1M 1.45% 13
2020
Q4 		$44.9M Sell
338,078
-9,753
-3% -$1.17M 1.64% 8
2020
Q3 		$40.3M Sell
347,831
-89,329
-20% -$9.75M 1.74% 5
2020
Q2 		$39.9M Sell
437,160
-25,832
-6% -$2M 1.75% 5
2020
Q1 		$29.4M Sell
462,992
-74,120
-14% -$5.45M 1.4% 10
2019
Q4 		$39.4M Sell
537,112
-68,052
-11% -$4.38M 1.1% 10
2019
Q3 		$33.9M Sell
605,164
-23,204
-4% -$1.21M 0.89% 15
2019
Q2 		$31.1M Sell
628,368
-148,032
-19% -$7.21M 0.79% 18
2019
Q1 		$36.9M Buy
776,400
+40,128
+5% +$1.7M 0.93% 8
2018
Q4 		$29M Buy
736,272
+6,068
+0.8% +$294K 0.74% 14
2018
Q3 		$41.2M Buy
730,204
+11,228
+2% +$585K 0.99% 5
2018
Q2 		$33.3M Sell
718,976
-287,880
-29% -$13.1M 0.79% 12
2018
Q1 		$42.2M Sell
1,006,856
-166,952
-14% -$7.19M 1.08% 4
2017
Q4 		$49.7M Sell
1,173,808
-98,328
-8% -$4.11M 1.29% 4
2017
Q3 		$49M Sell
1,272,136
-63,988
-5% -$2.48M 1.27% 5
2017
Q2 		$48.1M Buy
1,336,124
+142,880
+12% +$5.28M 1.38% 3
2017
Q1 		$42.9M Buy
1,193,244
+5,868
+0.5% +$193K 1.77% 5
2016
Q4 		$34.4M Buy
1,187,376
+534,188
+82% +$15.1M 1.85% 3
2016
Q3 		$18.5M Buy
653,188
+123,088
+23% +$3.26M 1% 16
2016
Q2 		$12.7M Buy
530,100
+20,152
+4% +$501K 0.66% 42
2016
Q1 		$13.9M Buy
509,948
+60,652
+13% +$1.51M 0.9% 32
2015
Q4 		$11.8M Sell
449,296
-56,052
-11% -$1.6M 0.54% 37
2015
Q3 		$13.9M Buy
505,348
+117,980
+30% +$3.46M 0.93% 25
2015
Q2 		$12.1M Buy
387,368
+264,636
+216% +$8.46M 0.79% 40
2015
Q1 		$3.82M Sell
122,732
-32,204
-21% -$972K 0.23% 110
2014
Q4 		$4.28M Sell
154,936
-1,764
-1% -$48K 0.26% 96
2014
Q3 		$3.95M Sell
156,700
-7,572
-5% -$186K 0.24% 102
2014
Q2 		$3.82M Sell
164,272
-3,644
-2% -$77.5K 0.24% 94
2014
Q1 		$3.22M Sell
167,916
-7,532
-4% -$143K 0.22% 107
2013
Q4 		$3.52M Sell
175,448
-3,472
-2% -$65.6K 0.24% 96
2013
Q3 		$3.05M Buy
178,920
+24,136
+16% +$400K 0.22% 114
2013
Q2 		$2.19M Buy
+154,784
New +$2.38M 0.17% 145

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

Curi RMB Capital's AAPL Position: Q1 2026 in Review

Curi RMB Capital increased its Apple (AAPL) stake by 6.4% in Q1 2026, buying an estimated $10.5M and bringing the position to 669,941 shares worth $170M. The position accounts for 3.02% of the portfolio, ranked #2.

Curi RMB Capital first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $171M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Curi RMB Capital held 669,941 shares of Apple worth $170M as of Q1 2026.
  • Curi RMB Capital bought 40,164 Apple shares in Q1 2026, an estimated $10.5M.
  • Apple made up 3.02% of Curi RMB Capital's portfolio in Q1 2026, its #2 holding.
  • Curi RMB Capital first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Curi RMB Capital's Apple position peaked at $171M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.