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Dimension Capital Management’s Apple AAPL Stock Holding History

Dimension 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
Q1 		$4.07M Sell
16,028
-5,696
-26% -$1.48M 0.57% 29
2025
Q4 		$5.91M Sell
21,724
-516
-2% -$139K 0.83% 26
2025
Q3 		$5.66M Buy
22,240
+332
+2% +$75K 0.81% 23
2025
Q2 		$4.49M Buy
21,908
+187
+0.9% +$37.8K 0.7% 25
2025
Q1 		$4.82M Sell
21,721
-729
-3% -$169K 0.86% 23
2024
Q4 		$5.62M Sell
22,450
-171
-0.8% -$40.3K 0.91% 22
2024
Q3 		$5.27M Sell
22,621
-380
-2% -$84.9K 0.98% 23
2024
Q2 		$4.84M Sell
23,001
-2,437
-10% -$454K 0.99% 22
2024
Q1 		$4.36M Buy
25,438
+893
+4% +$162K 0.87% 22
2023
Q4 		$4.73M Buy
24,545
+15,131
+161% +$2.79M 0.98% 18
2023
Q3 		$1.61M Sell
9,414
-18,384
-66% -$3.37M 0.38% 26
2023
Q2 		$5.39M Buy
27,798
+119
+0.4% +$20.7K 1.17% 17
2023
Q1 		$4.56M Sell
27,679
-62
-0.2% -$9.15K 1.04% 17
2022
Q4 		$3.6M Sell
27,741
-90
-0.3% -$12.9K 0.84% 18
2022
Q3 		$3.85M Sell
27,831
-134
-0.5% -$21K 0.93% 16
2022
Q2 		$3.82M Sell
27,965
-176
-0.6% -$26.7K 0.86% 17
2022
Q1 		$4.92M Sell
28,141
-252
-0.9% -$42.4K 0.91% 18
2021
Q4 		$5.04M Buy
28,393
+60
+0.2% +$9.48K 0.95% 17
2021
Q3 		$4.01M Sell
28,333
-718
-2% -$106K 0.83% 19
2021
Q2 		$3.98M Sell
29,051
-1,900
-6% -$246K 0.87% 19
2021
Q1 		$3.78M Buy
30,951
+239
+0.8% +$30.7K 0.89% 17
2020
Q4 		$4.07M Sell
30,712
-2,500
-8% -$301K 1.16% 15
2020
Q3 		$3.85M Sell
33,212
-12,552
-27% -$1.37M 1.2% 15
2020
Q2 		$4.17M Buy
45,764
+2,628
+6% +$204K 1.33% 14
2020
Q1 		$2.74M Buy
43,136
+2,120
+5% +$156K 1% 15
2019
Q4 		$3.01M Sell
41,016
-352
-0.9% -$22.6K 0.88% 20
2019
Q3 		$2.31M Buy
41,368
+1,068
+3% +$55.8K 0.79% 19
2019
Q2 		$2M Sell
40,300
-1,288
-3% -$62.8K 0.67% 22
2019
Q1 		$1.98M Sell
41,588
-364
-0.9% -$15.4K 0.84% 23
2018
Q4 		$1.65M Sell
41,952
-400
-0.9% -$19.4K 0.81% 20
2018
Q3 		$2.39M Buy
42,352
+2,752
+7% +$143K 1.15% 18
2018
Q2 		$1.83M Buy
39,600
+400
+1% +$18.1K 1.01% 19
2018
Q1 		$1.64M Sell
39,200
-1,144
-3% -$49.2K 0.92% 18
2017
Q4 		$1.71M Buy
40,344
+14,812
+58% +$619K 1.07% 16
2017
Q3 		$984K Sell
25,532
-3,204
-11% -$124K 0.31% 32
2017
Q2 		$1.03M Sell
28,736
-1,780
-6% -$65.8K 0.34% 32
2017
Q1 		$1.1M Buy
30,516
+14,264
+88% +$470K 0.38% 19
2016
Q4 		$471K Buy
+16,252
New +$461K 0.16% 24

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

Dimension Capital Management's AAPL Position: Q1 2026 in Review

Dimension Capital Management reduced its Apple (AAPL) stake by 26% in Q1 2026, selling an estimated $1.48M and leaving 16,028 shares worth $4.07M. The position accounts for 0.57% of the portfolio, ranked #29.

Dimension Capital Management first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.91M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Dimension Capital Management held 16,028 shares of Apple worth $4.07M as of Q1 2026.
  • Dimension Capital Management sold 5,696 Apple shares in Q1 2026, an estimated $1.48M.
  • Apple made up 0.57% of Dimension Capital Management's portfolio in Q1 2026, its #29 holding.
  • Dimension Capital Management first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
  • Dimension Capital Management's Apple position peaked at $5.91M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.