Dale Q Rice Investment Management’s Apple AAPL Stock Holding History

Dale Q Rice Investment Management’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	$29.8M	Sell	102,840 -2,581	-2%	-$738K	16.13%	2
2026 Q1	$26.8M	Sell	105,421 -100	-0.1%	-$26K	20.27%	1
2025 Q4	$28.7M	Sell	105,521 -3,051	-3%	-$819K	20.55%	1
2025 Q3	$27.6M	Buy	108,572 +52	+0%	+$11.7K	19.47%	1
2025 Q2	$22.8M	Sell	108,520 -78,054	-42%	-$15.8M	18.92%	1
2025 Q1	$41.4M	Sell	186,574 -33,724	-15%	-$7.81M	21.41%	1
2024 Q4	$55.2M	Buy	+220,298	New	+$51.9M	24.26%	1

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

Dale Q Rice Investment Management's AAPL Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $738K and leaving 102,840 shares worth $29.8M. The position accounts for 16.13% of the portfolio, ranked #2.

Dale Q Rice Investment Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.2M in Q4 2024. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Dale Q Rice Investment Management held 102,840 shares of Apple worth $29.8M as of Q2 2026.
Dale Q Rice Investment Management sold 2,581 Apple shares in Q2 2026, an estimated $738K.
Apple made up 16.13% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #2 holding.
Dale Q Rice Investment Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Dale Q Rice Investment Management's Apple position peaked at $55.2M in Q4 2024.
6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.