FCM
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Family Capital Management’s Apple AAPL Stock Holding History

Family 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
Q1 		$5.66M Sell
22,301
-324
-1% -$84.3K 2.52% 10
2025
Q4 		$6.15M Buy
22,625
+375
+2% +$101K 2.73% 8
2025
Q3 		$5.67M Buy
22,250
+1,265
+6% +$286K 2.71% 8
2025
Q2 		$4.31M Buy
20,985
+3,763
+22% +$760K 2.26% 10
2025
Q1 		$3.83M Buy
17,222
+312
+2% +$72.3K 2.36% 10
2024
Q4 		$4.23M Buy
16,910
+48
+0.3% +$11.3K 2.56% 10
2024
Q3 		$3.93M Sell
16,862
-5
-0% -$1.12K 2.53% 10
2024
Q2 		$3.55M Buy
16,867
+2,100
+14% +$392K 2.42% 11
2024
Q1 		$2.53M Sell
14,767
-3,734
-20% -$679K 1.76% 14
2023
Q4 		$3.56M Sell
18,501
-729
-4% -$135K 2.53% 12
2023
Q3 		$3.29M Buy
19,230
+33
+0.2% +$6.05K 2.17% 16
2023
Q2 		$3.72M Buy
19,197
+489
+3% +$85.2K 2.32% 15
2023
Q1 		$3.08M Buy
18,708
+21
+0.1% +$3.1K 1.33% 16
2022
Q4 		$2.43M Buy
+18,687
New +$2.67M 1.6% 16

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

Family Capital Management's AAPL Position: Q1 2026 in Review

Family Capital Management reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $84.3K and leaving 22,301 shares worth $5.66M. The position accounts for 2.52% of the portfolio, ranked #10.

Family Capital Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.15M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Family Capital Management held 22,301 shares of Apple worth $5.66M as of Q1 2026.
  • Family Capital Management sold 324 Apple shares in Q1 2026, an estimated $84.3K.
  • Apple made up 2.52% of Family Capital Management's portfolio in Q1 2026, its #10 holding.
  • Family Capital Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Family Capital Management's Apple position peaked at $6.15M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.