Family Capital Trust’s Apple AAPL Stock Holding History

Family Capital Trust’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	$12M	Sell	41,459 -1,650	-4%	-$472K	3.9%	6
2026 Q1	$10.9M	Sell	43,109 -4,020	-9%	-$1.05M	3.96%	6
2025 Q4	$12.8M	Sell	47,129 -25	-0.1%	-$6.71K	4.18%	5
2025 Q3	$12M	Buy	47,154 +452	+1%	+$102K	4.02%	7
2025 Q2	$9.58M	Sell	46,702 -2,517	-5%	-$508K	3.32%	10
2025 Q1	$10.9M	Sell	49,219 -12	-0%	-$2.78K	3.92%	5
2024 Q4	$12.3M	Sell	49,231 -1,419	-3%	-$334K	4.18%	6
2024 Q3	$11.8M	Sell	50,650 -160	-0.3%	-$35.7K	3.79%	4
2024 Q2	$10.7M	Sell	50,810 -1,608	-3%	-$300K	3.5%	6
2024 Q1	$8.99M	Sell	52,418 -724	-1%	-$132K	3.08%	8
2023 Q4	$10.2M	Sell	53,142 -131	-0.2%	-$24.2K	3.23%	4
2023 Q3	$9.12M	Sell	53,273 -1,070	-2%	-$196K	3.23%	4
2023 Q2	$10.5M	Sell	54,343 -174	-0.3%	-$30.3K	3.68%	4
2023 Q1	$8.99M	Sell	54,517 -877	-2%	-$129K	3.48%	4
2022 Q4	$7.2M	Sell	55,394 -140	-0.3%	-$20K	2.92%	8
2022 Q3	$7.67M	Sell	55,534 -679	-1%	-$107K	3.51%	5
2022 Q2	$7.68M	Sell	56,213 -657	-1%	-$99.5K	3.05%	5
2022 Q1	$9.93M	Sell	56,870 -11,851	-17%	-$1.99M	3.23%	4
2021 Q4	$12.2M	Buy	68,721 +3,825	+6%	+$604K	3.41%	3
2021 Q3	$9.18M	Sell	64,896 -93	-0.1%	-$13.7K	2.62%	8
2021 Q2	$8.9M	Sell	64,989 -1,725	-3%	-$224K	2.51%	6
2021 Q1	$8.15M	Sell	66,714 -3,577	-5%	-$459K	2.55%	7
2020 Q4	$9.33M	Sell	70,291 -35	-0%	-$4.21K	2.89%	3
2020 Q3	$8.14M	Sell	70,326 -3,610	-5%	-$394K	2.66%	3
2020 Q2	$6.74M	Sell	73,936 -10,648	-13%	-$825K	2.41%	4
2020 Q1	$5.78M	Sell	84,584 -580	-0.7%	-$42.7K	2.26%	8
2019 Q4	$6.25M	Sell	85,164 -4,036	-5%	-$260K	2.35%	5
2019 Q3	$4.99M	Sell	89,200 -184	-0.2%	-$9.62K	2.05%	18
2019 Q2	$4.42M	Sell	89,384 -2,188	-2%	-$107K	1.77%	19
2019 Q1	$4.35M	Sell	91,572 -684	-0.7%	-$29K	1.84%	17
2018 Q4	$3.64M	Sell	92,256 -2,424	-3%	-$118K	1.75%	19
2018 Q3	$5.34M	Sell	94,680 -10,308	-10%	-$537K	2.23%	10
2018 Q2	$4.86M	Sell	104,988 -716	-0.7%	-$32.5K	2.16%	13
2018 Q1	$4.43M	Sell	105,704 -1,284	-1%	-$55.3K	2.02%	16
2017 Q4	$4.53M	Sell	106,988 -1,164	-1%	-$48.6K	2.13%	15
2017 Q3	$4.17M	Sell	108,152 -42,360	-28%	-$1.64M	2.11%	17
2017 Q2	$5.42M	Sell	150,512 -628	-0.4%	-$23.2K	2.8%	5
2017 Q1	$5.43M	Sell	151,140 -7,936	-5%	-$261K	2.88%	4
2016 Q4	$4.61M	Buy	159,076 +556	+0.4%	+$15.8K	2.66%	10
2016 Q3	$4.48M	Buy	158,520 +1,320	+0.8%	+$34.9K	2.54%	11
2016 Q2	$3.76M	Buy	157,200 +1,020	+0.7%	+$25.3K	2.23%	18
2016 Q1	$4.25M	Sell	156,180 -4,316	-3%	-$108K	2.47%	11
2015 Q4	$4.22M	Buy	160,496 +256	+0.2%	+$7.32K	2.31%	13
2015 Q3	$4.42M	Sell	160,240 -1,300	-0.8%	-$38.1K	2.56%	12
2015 Q2	$5.07M	Buy	161,540 +1,104	+0.7%	+$35.3K	2.84%	6
2015 Q1	$4.99M	Sell	160,436 -704	-0.4%	-$21.3K	2.76%	8
2014 Q4	$4.45M	Hold	161,140	–	–	2.32%	10
2014 Q3	$4.06M	Sell	161,140 -2,100	-1%	-$51.5K	2.23%	11
2014 Q2	$3.79M	Sell	163,240 -2,380	-1%	-$50.6K	1.95%	15
2014 Q1	$3.17M	Hold	165,620	–	–	1.72%	20
2013 Q4	$3.32M	Hold	165,620	–	–	1.81%	18
2013 Q3	$2.82M	Buy	165,620 +2,856	+2%	+$47.4K	1.7%	17
2013 Q2	$2.31M	Buy	+162,764	New	+$2.5M	1.47%	24

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Family Capital Trust reduced its Apple (AAPL) stake by 3.8% in Q2 2026, selling an estimated $472K and leaving 41,459 shares worth $12M. The position accounts for 3.9% of the portfolio, ranked #6.

Family Capital Trust first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.8M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Family Capital Trust held 41,459 shares of Apple worth $12M as of Q2 2026.
Family Capital Trust sold 1,650 Apple shares in Q2 2026, an estimated $472K.
Apple made up 3.9% of Family Capital Trust's portfolio in Q2 2026, its #6 holding.
Family Capital Trust first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
Family Capital Trust's Apple position peaked at $12.8M in Q4 2025.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.