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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 		$2.74M Buy
+10,800
New +$2.81M 0.05% 290
2025
Q4 		– Hold
0
– – – 389
2025
Q3 		– Sell
-5,600
Closed -$1.27M – 377
2025
Q2 		$1.15M Buy
+5,600
New +$1.13M 0.02% 397

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.