Fogel Capital Management
AAPL icon

Fogel Capital Management’s Apple AAPL Stock Holding History

Fogel 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
Q3 		$6.83M Buy
20,502
+321
+2% +$103K 2.6% 12
2026
Q2 		$5.84M Buy
20,181
+51
+0.3% +$14.6K 2.35% 12
2026
Q1 		$5.11M Buy
20,130
+532
+3% +$138K 2.34% 14
2025
Q4 		$5.33M Buy
19,598
+360
+2% +$96.6K 2.46% 14
2025
Q3 		$4.9M Sell
19,238
-822
-4% -$186K 2.27% 15
2025
Q2 		$4.12M Sell
20,060
-2
-0% -$404 2.19% 15
2025
Q1 		$4.46M Buy
20,062
+637
+3% +$148K 2.4% 15
2024
Q4 		$4.86M Sell
19,425
-325
-2% -$76.6K 2.44% 14
2024
Q3 		$4.6M Sell
19,750
-114
-0.6% -$25.5K 2.37% 15
2024
Q2 		$4.18M Sell
19,864
-78
-0.4% -$14.5K 2.23% 15
2024
Q1 		$3.66M Buy
+19,942
New +$3.63M 2.15% 15

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fogel Capital Management's AAPL Position: Q3 2026 in Review

Fogel Capital Management increased its Apple (AAPL) stake by 1.6% in Q3 2026, buying an estimated $103K and bringing the position to 20,502 shares worth $6.83M. The position accounts for 2.6% of the portfolio, ranked #12.

Fogel Capital Management first reported a position in AAPL in Q1 2024 and has held it in 11 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Fogel Capital Management held 20,502 shares of Apple worth $6.83M as of Q3 2026.
  • Fogel Capital Management bought 321 Apple shares in Q3 2026, an estimated $103K.
  • Apple made up 2.6% of Fogel Capital Management's portfolio in Q3 2026, its #12 holding.
  • Fogel Capital Management first reported a position in Apple in Q1 2024 and has held it in 11 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Fogel Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.