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EdgeRock Capital’s Apple AAPL Stock Holding History

EdgeRock Capital’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 		$10M Buy
34,565
+5,342
+18% +$1.53M 2.27% 11
2026
Q1 		$7.42M Buy
29,223
+643
+2% +$167K 2.01% 11
2025
Q4 		$7.77M Buy
28,580
+1,609
+6% +$432K 2.07% 12
2025
Q3 		$6.87M Sell
26,971
-4,794
-15% -$1.08M 1.91% 17
2025
Q2 		$6.52M Buy
31,765
+5,974
+23% +$1.21M 2.06% 15
2025
Q1 		$5.73M Sell
25,791
-1,926
-7% -$446K 4.08% 9
2024
Q4 		$6.94M Buy
27,717
+692
+3% +$163K 4.55% 6
2024
Q3 		$6.3M Buy
+27,025
New +$6.04M 4.43% 6
2024
Q2 		– Sell
-23,539
Closed -$4.04M – 288
2024
Q1 		$4.04M Buy
23,539
+573
+2% +$104K 3.21% 8
2023
Q4 		$4.27M Buy
22,966
+1,987
+9% +$367K 3.11% 9
2023
Q3 		$3.59M Buy
20,979
+2,812
+15% +$516K 2.18% 10
2023
Q2 		$3.52M Sell
18,167
-1,034
-5% -$180K 1.71% 13
2023
Q1 		$3.17M Buy
19,201
+1,370
+8% +$202K 1.63% 13
2022
Q4 		$2.32M Buy
17,831
+393
+2% +$56.2K 1.29% 14
2022
Q3 		$2.41M Buy
17,438
+433
+3% +$68K 1.37% 13
2022
Q2 		$2.33M Buy
+17,005
New +$2.58M 1.59% 12

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

EdgeRock Capital's AAPL Position: Q2 2026 in Review

EdgeRock Capital increased its Apple (AAPL) stake by 18% in Q2 2026, buying an estimated $1.53M and bringing the position to 34,565 shares worth $10M. The position accounts for 2.27% of the portfolio, ranked #11.

EdgeRock Capital first reported a position in AAPL in Q2 2022 and has held it in 16 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • EdgeRock Capital held 34,565 shares of Apple worth $10M as of Q2 2026.
  • EdgeRock Capital bought 5,342 Apple shares in Q2 2026, an estimated $1.53M.
  • Apple made up 2.27% of EdgeRock Capital's portfolio in Q2 2026, its #11 holding.
  • EdgeRock Capital first reported a position in Apple in Q2 2022 and has held it in 16 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.