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Disciplined Investments’s Apple AAPL Stock Holding History

Disciplined Investments’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 		$2.85M Sell
9,848
-140
-1% -$40K 0.92% 30
2026
Q1 		$2.53M Buy
9,988
+86
+0.9% +$22.4K 0.91% 31
2025
Q4 		$2.69M Buy
9,902
+727
+8% +$195K 1.03% 31
2025
Q3 		$2.34M Buy
9,175
+361
+4% +$81.6K 0.93% 35
2025
Q2 		$1.81M Sell
8,814
-59
-0.7% -$11.9K 0.77% 41
2025
Q1 		$1.97M Buy
8,873
+1,707
+24% +$395K 0.91% 37
2024
Q4 		$1.79M Buy
7,166
+51
+0.7% +$12K 0.89% 35
2024
Q3 		$1.66M Sell
7,115
-1,753
-20% -$391K 0.82% 39
2024
Q2 		$1.87M Buy
8,868
+11
+0.1% +$2.05K 0.99% 33
2024
Q1 		$1.52M Sell
8,857
-1,111
-11% -$202K 0.83% 34
2023
Q4 		$1.92M Sell
9,968
-698
-7% -$129K 1.12% 31
2023
Q3 		$1.83M Sell
10,666
-78
-0.7% -$14.3K 1.11% 30
2023
Q2 		$2.08M Sell
10,744
-1,883
-15% -$328K 1.11% 31
2023
Q1 		$2.08M Buy
12,627
+1,985
+19% +$293K 0.88% 37
2022
Q4 		$1.38M Sell
10,642
-2,670
-20% -$382K 0.68% 41
2022
Q3 		$1.84M Buy
13,312
+723
+6% +$113K 0.85% 35
2022
Q2 		$1.72M Buy
12,589
+973
+8% +$147K 0.78% 40
2022
Q1 		$2.03M Buy
11,616
+2,009
+21% +$338K 0.84% 35
2021
Q4 		$1.71M Buy
9,607
+305
+3% +$48.2K 0.75% 39
2021
Q3 		$1.32M Hold
9,302
– – 0.64% 43
2021
Q2 		$1.27M Sell
9,302
-238
-2% -$30.8K 0.65% 43
2021
Q1 		$1.17M Buy
9,540
+1,943
+26% +$249K 0.69% 41
2020
Q4 		$1.01M Sell
7,597
-196
-3% -$23.6K 0.67% 44
2020
Q3 		$903K Sell
7,793
-1,879
-19% -$205K 0.67% 45
2020
Q2 		$882K Hold
9,672
– – 0.69% 43
2020
Q1 		$615K Buy
9,672
+292
+3% +$21.5K 0.59% 49
2019
Q4 		$689K Buy
+9,380
New +$603K 0.58% 45

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

Disciplined Investments's AAPL Position: Q2 2026 in Review

Disciplined Investments reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $40K and leaving 9,848 shares worth $2.85M. The position accounts for 0.92% of the portfolio, ranked #30.

Disciplined Investments first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Disciplined Investments held 9,848 shares of Apple worth $2.85M as of Q2 2026.
  • Disciplined Investments sold 140 Apple shares in Q2 2026, an estimated $40K.
  • Apple made up 0.92% of Disciplined Investments's portfolio in Q2 2026, its #30 holding.
  • Disciplined Investments first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.