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Disciplina Capital Management’s Apple AAPL Stock Holding History

Disciplina 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 		$60K Hold
236
– – 0.01% 45
2025
Q4 		$64.2K Hold
236
– – 0.01% 46
2025
Q3 		$60.1K Hold
236
– – 0.01% 43
2025
Q2 		$48.3K Buy
236
+1
+0.4% +$202 0.01% 51
2025
Q1 		$52.3K Sell
235
-351
-60% -$81.3K 0.01% 45
2024
Q4 		$147K Buy
586
+1
+0.2% +$236 0.02% 24
2024
Q3 		$136K Sell
585
-98
-14% -$21.9K 0.02% 26
2024
Q2 		$144K Buy
683
+1
+0.1% +$186 0.02% 30
2024
Q1 		$117K Hold
682
– – 0.02% 38
2023
Q4 		$131K Buy
682
+1
+0.1% +$185 0.02% 29
2023
Q3 		$117K Buy
681
+1
+0.1% +$183 0.02% 29
2023
Q2 		$132K Buy
680
+424
+166% +$73.9K 0.02% 23
2023
Q1 		$42.3K Sell
256
-22
-8% -$3.25K 0.01% 32
2022
Q4 		$36.1K Hold
278
– – 0.01% 37
2022
Q3 		$38.4K Buy
278
+1
+0.4% +$157 0.01% 28
2022
Q2 		$37.9K Hold
277
– – 0.01% 30
2022
Q1 		$48.3K Buy
277
+13
+5% +$2.19K 0.01% 28
2021
Q4 		$47K Sell
264
-3
-1% -$474 0.01% 30
2021
Q3 		$37.8K Buy
267
+11
+4% +$1.62K 0.01% 45
2021
Q2 		$35K Buy
256
+42
+20% +$5.44K 0.01% 47
2021
Q1 		$26.2K Buy
214
+78
+57% +$10K 0.01% 47
2020
Q4 		$18K Buy
+136
New +$16.4K 0.01% 28

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

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

Disciplina Capital Management held its Apple (AAPL) position steady in Q1 2026 at 236 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #45.

Disciplina Capital Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $147K in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Disciplina Capital Management held 236 shares of Apple worth $60K as of Q1 2026.
  • Disciplina Capital Management left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.01% of Disciplina Capital Management's portfolio in Q1 2026, its #45 holding.
  • Disciplina Capital Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Disciplina Capital Management's Apple position peaked at $147K in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Disciplina Capital Management's 13F filing for Q1 2026, filed 7 May 2026.