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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
Q2 		$68.4K Buy
237
+1
+0.4% +$286 0.01% 45
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 $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

Disciplina Capital Management's AAPL Position: Q2 2026 in Review

Disciplina Capital Management increased its Apple (AAPL) stake by 0.42% in Q2 2026, buying an estimated $286 and bringing the position to 237 shares worth $68.4K. 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 23 quarters since. The position peaked at $147K in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Disciplina Capital Management held 237 shares of Apple worth $68.4K as of Q2 2026.
  • Disciplina Capital Management bought 1 Apple share in Q2 2026, an estimated $286.
  • Apple made up 0.01% of Disciplina Capital Management's portfolio in Q2 2026, its #45 holding.
  • Disciplina Capital Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Disciplina Capital Management's Apple position peaked at $147K in Q4 2024.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Disciplina Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.