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Disciplined Investors’s Apple AAPL Stock Holding History

Disciplined Investors’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 		$4.06M Sell
14,046
-861
-6% -$246K 2.03% 12
2026
Q1 		$3.78M Buy
14,907
+845
+6% +$220K 2.25% 7
2025
Q4 		$3.82M Sell
14,062
-897
-6% -$241K 2.51% 8
2025
Q3 		$3.81M Buy
14,959
+1,255
+9% +$284K 2.71% 7
2025
Q2 		$2.81M Buy
13,704
+233
+2% +$47.1K 2.19% 14
2025
Q1 		$2.99M Buy
13,471
+300
+2% +$69.5K 2.7% 8
2024
Q4 		$3.09M Buy
+13,171
New +$3.1M 2.97% 6

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 Investors's AAPL Position: Q2 2026 in Review

Disciplined Investors reduced its Apple (AAPL) stake by 5.8% in Q2 2026, selling an estimated $246K and leaving 14,046 shares worth $4.06M. The position accounts for 2.03% of the portfolio, ranked #12.

Disciplined Investors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Disciplined Investors held 14,046 shares of Apple worth $4.06M as of Q2 2026.
  • Disciplined Investors sold 861 Apple shares in Q2 2026, an estimated $246K.
  • Apple made up 2.03% of Disciplined Investors's portfolio in Q2 2026, its #12 holding.
  • Disciplined Investors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.