Davidson Kahn Capital Management’s Apple AAPL Stock Holding History

Davidson Kahn Capital 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 Q3	$3.03M	Sell	9,091 -1,777	-16%	-$571K	1.2%	20
2026 Q2	$3.14M	Sell	10,868 -1,258	-10%	-$360K	1.35%	22
2026 Q1	$3.08M	Sell	12,126 -4,795	-28%	-$1.25M	1.64%	20
2025 Q4	$4.6M	Buy	16,921 +828	+5%	+$222K	2.39%	9
2025 Q3	$4.1M	Sell	16,093 -145	-0.9%	-$32.8K	2.28%	11
2025 Q2	$3.33M	Sell	16,238 -63	-0.4%	-$12.7K	2.14%	12
2025 Q1	$3.62M	Buy	16,301 +483	+3%	+$112K	2.79%	9
2024 Q4	$3.96M	Buy	+15,818	New	+$3.73M	3.65%	7

Other funds holding AAPL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Davidson Kahn Capital Management's AAPL Position: Q3 2026 in Review

Davidson Kahn Capital Management reduced its Apple (AAPL) stake by 16% in Q3 2026, selling an estimated $571K and leaving 9,091 shares worth $3.03M. The position accounts for 1.2% of the portfolio, ranked #20.

Davidson Kahn Capital Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.6M in Q4 2025. 3,927 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Davidson Kahn Capital Management held 9,091 shares of Apple worth $3.03M as of Q3 2026.
Davidson Kahn Capital Management sold 1,777 Apple shares in Q3 2026, an estimated $571K.
Apple made up 1.2% of Davidson Kahn Capital Management's portfolio in Q3 2026, its #20 holding.
Davidson Kahn Capital Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
Davidson Kahn Capital Management's Apple position peaked at $4.6M in Q4 2025.
3,927 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.