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DSG Capital Advisors’s Apple AAPL Stock Holding History

DSG Capital Advisors’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 		$44.4M Sell
174,889
-1,709
-1% -$445K 7.1% 1
2025
Q4 		$45.6M Sell
176,598
-45
-0% -$12.1K 6.95% 1
2025
Q3 		$45M Sell
176,643
-2,892
-2% -$653K 7.17% 1
2025
Q2 		$36.8M Buy
179,535
+744
+0.4% +$150K 6.55% 2
2025
Q1 		$39.7M Sell
178,791
-20,476
-10% -$4.74M 8.02% 1
2024
Q4 		$49.9M Buy
+199,267
New +$47M 9.04% 1

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

DSG Capital Advisors's AAPL Position: Q1 2026 in Review

DSG Capital Advisors reduced its Apple (AAPL) stake by 0.97% in Q1 2026, selling an estimated $445K and leaving 174,889 shares worth $44.4M. The position accounts for 7.1% of the portfolio, ranked #1.

DSG Capital Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $49.9M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • DSG Capital Advisors held 174,889 shares of Apple worth $44.4M as of Q1 2026.
  • DSG Capital Advisors sold 1,709 Apple shares in Q1 2026, an estimated $445K.
  • Apple made up 7.1% of DSG Capital Advisors's portfolio in Q1 2026, its #1 holding.
  • DSG Capital Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • DSG Capital Advisors's Apple position peaked at $49.9M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.