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 Q2	$1.5M	Sell	5,200 -5,600	-52%	-$1.6M	0.02%	392
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Curi RMB Capital's AAPL Position: Q2 2026 in Review

Curi RMB Capital reduced its Apple (AAPL) stake by 1.9% in Q2 2026, selling an estimated $3.73M and leaving 656,915 shares worth $190M. The position accounts for 2.93% of the portfolio, ranked #1.

Curi RMB Capital first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Curi RMB Capital held 656,915 shares of Apple worth $190M as of Q2 2026.
Curi RMB Capital sold 13,026 Apple shares in Q2 2026, an estimated $3.73M.
Apple made up 2.93% of Curi RMB Capital's portfolio in Q2 2026, its #1 holding.
Curi RMB Capital first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.