FCM
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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
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

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

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

Fogel Capital Management increased its Apple (AAPL) stake by 2.7% in Q1 2026, buying an estimated $138K and bringing the position to 20,130 shares worth $5.11M. The position accounts for 2.34% of the portfolio, ranked #14.

Fogel Capital Management first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.33M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Fogel Capital Management held 20,130 shares of Apple worth $5.11M as of Q1 2026.
  • Fogel Capital Management bought 532 Apple shares in Q1 2026, an estimated $138K.
  • Apple made up 2.34% of Fogel Capital Management's portfolio in Q1 2026, its #14 holding.
  • Fogel Capital Management first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • Fogel Capital Management's Apple position peaked at $5.33M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.