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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
Q2 		$6.46M Buy
22,321
+20
+0.1% +$5.72K 2.5% 10
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 $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

Family Capital Management's AAPL Position: Q2 2026 in Review

Family Capital Management increased its Apple (AAPL) stake by 0.09% in Q2 2026, buying an estimated $5.72K and bringing the position to 22,321 shares worth $6.46M. The position accounts for 2.5% of the portfolio, ranked #10.

Family Capital Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Family Capital Management held 22,321 shares of Apple worth $6.46M as of Q2 2026.
  • Family Capital Management bought 20 Apple shares in Q2 2026, an estimated $5.72K.
  • Apple made up 2.5% of Family Capital Management's portfolio in Q2 2026, its #10 holding.
  • Family Capital Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.