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Custos Family Office’s Apple AAPL Stock Holding History

Custos Family Office’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 		$5.07M Sell
17,514
-423
-2% -$121K 3.04% 12
2026
Q1 		$4.55M Buy
17,937
+494
+3% +$129K 3.15% 12
2025
Q4 		$4.74M Sell
17,443
-9
-0.1% -$2.42K 3.24% 12
2025
Q3 		$4.44M Buy
17,452
+480
+3% +$108K 2.51% 13
2025
Q2 		$3.48M Buy
16,972
+1,306
+8% +$264K 1.11% 20
2025
Q1 		$3.48M Buy
15,666
+237
+2% +$54.9K 1.23% 20
2024
Q4 		$3.86M Buy
15,429
+943
+7% +$222K 1.35% 20
2024
Q3 		$3.38M Sell
14,486
-1,449
-9% -$324K 1.22% 20
2024
Q2 		$3.36M Buy
15,935
+298
+2% +$55.6K 1.34% 20
2024
Q1 		$2.68M Sell
15,637
-379
-2% -$68.9K 1.38% 17
2023
Q4 		$3.08M Buy
16,016
+44
+0.3% +$8.12K 1.6% 16
2023
Q3 		$2.73M Sell
15,972
-181
-1% -$33.2K 1.84% 13
2023
Q2 		$3.13M Sell
16,153
-488
-3% -$85K 2.03% 12
2023
Q1 		$2.74M Buy
16,641
+862
+5% +$127K 1.93% 12
2022
Q4 		$2.05M Buy
15,779
+782
+5% +$112K 1.64% 16
2022
Q3 		$2.07M Sell
14,997
-1,174
-7% -$184K 2.02% 12
2022
Q2 		$2.21M Sell
16,171
-247
-2% -$37.4K 1.98% 12
2022
Q1 		$2.87M Buy
16,418
+194
+1% +$32.6K 2.33% 12
2021
Q4 		$2.88M Buy
+16,224
New +$2.56M 2.58% 11

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

Custos Family Office's AAPL Position: Q2 2026 in Review

Custos Family Office reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $121K and leaving 17,514 shares worth $5.07M. The position accounts for 3.04% of the portfolio, ranked #12.

Custos Family Office first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Custos Family Office held 17,514 shares of Apple worth $5.07M as of Q2 2026.
  • Custos Family Office sold 423 Apple shares in Q2 2026, an estimated $121K.
  • Apple made up 3.04% of Custos Family Office's portfolio in Q2 2026, its #12 holding.
  • Custos Family Office first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.