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Dudley Capital Management’s Apple AAPL Stock Holding History

Dudley 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
Q3 		$19.3M Sell
57,982
-191
-0.3% -$61.3K 7.48% 1
2026
Q2 		$16.8M Sell
58,173
-264
-0.5% -$75.5K 6.73% 1
2026
Q1 		$14.8M Buy
58,437
+330
+0.6% +$85.9K 6.54% 1
2025
Q4 		$15.8M Sell
58,107
-233
-0.4% -$62.6K 6.87% 1
2025
Q3 		$14.9M Sell
58,340
-929
-2% -$210K 6.67% 2
2025
Q2 		$12.2M Sell
59,269
-2,019
-3% -$408K 6.07% 3
2025
Q1 		$13.6M Sell
61,288
-2,197
-3% -$509K 7.13% 1
2024
Q4 		$15.9M Sell
63,485
-386
-0.6% -$91K 8.01% 1
2024
Q3 		$14.9M Sell
63,871
-17
-0% -$3.8K 7.7% 1
2024
Q2 		$13.5M Buy
63,888
+54
+0.1% +$10.1K 7.45% 2
2024
Q1 		$10.9M Sell
63,834
-940
-1% -$171K 6.34% 2
2023
Q4 		$12.5M Sell
64,774
-60
-0.1% -$11.1K 7.96% 2
2023
Q3 		$11.1M Sell
64,834
-1,618
-2% -$297K 7.79% 1
2023
Q2 		$12.9M Sell
66,452
-386
-0.6% -$67.3K 8.67% 1
2023
Q1 		$11M Sell
66,838
-104
-0.2% -$15.3K 7.49% 1
2022
Q4 		$8.7M Buy
+66,942
New +$9.6M 6.09% 1

Other funds holding AAPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Dudley Capital Management's AAPL Position: Q3 2026 in Review

Dudley Capital Management reduced its Apple (AAPL) stake by 0.33% in Q3 2026, selling an estimated $61.3K and leaving 57,982 shares worth $19.3M. The position accounts for 7.48% of the portfolio, ranked #1.

Dudley Capital Management first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 3,431 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Dudley Capital Management held 57,982 shares of Apple worth $19.3M as of Q3 2026.
  • Dudley Capital Management sold 191 Apple shares in Q3 2026, an estimated $61.3K.
  • Apple made up 7.48% of Dudley Capital Management's portfolio in Q3 2026, its #1 holding.
  • Dudley Capital Management first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 3,431 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Dudley Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.