Flynn Zito Capital Management’s Apple AAPL Stock Holding History

Flynn Zito 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	$20.3M	Sell	70,187 -716	-1%	-$205K	5.52%	4
2026 Q1	$18M	Sell	70,903 -2,674	-4%	-$696K	5.75%	4
2025 Q4	$20M	Sell	73,577 -466	-0.6%	-$125K	7.15%	3
2025 Q3	$18.9M	Sell	74,043 -1,141	-2%	-$258K	6.96%	3
2025 Q2	$15.4M	Sell	75,184 -1,623	-2%	-$328K	6.49%	4
2025 Q1	$17.1M	Sell	76,807 -4,245	-5%	-$983K	7.83%	3
2024 Q4	$20.3M	Sell	81,052 -876	-1%	-$206K	9.44%	2
2024 Q3	$19.1M	Buy	81,928 +1,666	+2%	+$372K	9.24%	2
2024 Q2	$16.9M	Buy	80,262 +374	+0.5%	+$69.7K	8.64%	2
2024 Q1	$13.7M	Buy	79,888 +16,590	+26%	+$3.02M	7.08%	3
2023 Q4	$12.2M	Buy	63,298 +12	+0%	+$2.22K	8.22%	3
2023 Q3	$10.8M	Buy	63,286 +1,096	+2%	+$201K	7.6%	3
2023 Q2	$12.1M	Sell	62,190 -476	-0.8%	-$82.9K	8.15%	3
2023 Q1	$10.3M	Sell	62,666 -2,769	-4%	-$409K	7.51%	5
2022 Q4	$8.5M	Sell	65,435 -50	-0.1%	-$7.15K	7.1%	4
2022 Q3	$9.05M	Buy	65,485 +38,195	+140%	+$5.99M	8.97%	3
2022 Q2	$3.73M	Sell	27,290 -38,107	-58%	-$5.77M	2.06%	12
2022 Q1	$11.4M	Sell	65,397 -881	-1%	-$148K	9.7%	2
2021 Q4	$11.8M	Buy	+66,278	New	+$10.5M	9.98%	1

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Flynn Zito Capital Management's AAPL Position: Q2 2026 in Review

Flynn Zito Capital Management reduced its Apple (AAPL) stake by 1% in Q2 2026, selling an estimated $205K and leaving 70,187 shares worth $20.3M. The position accounts for 5.52% of the portfolio, ranked #4.

Flynn Zito Capital Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Flynn Zito Capital Management held 70,187 shares of Apple worth $20.3M as of Q2 2026.
Flynn Zito Capital Management sold 716 Apple shares in Q2 2026, an estimated $205K.
Apple made up 5.52% of Flynn Zito Capital Management's portfolio in Q2 2026, its #4 holding.
Flynn Zito Capital Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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