FCM
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
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

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

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

Fogel Capital Management increased its Apple (AAPL) stake by 0.25% in Q2 2026, buying an estimated $14.6K and bringing the position to 20,181 shares worth $5.84M. The position accounts for 2.35% of the portfolio, ranked #12.

Fogel Capital Management first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fogel Capital Management held 20,181 shares of Apple worth $5.84M as of Q2 2026.
  • Fogel Capital Management bought 51 Apple shares in Q2 2026, an estimated $14.6K.
  • Apple made up 2.35% of Fogel Capital Management's portfolio in Q2 2026, its #12 holding.
  • Fogel Capital Management first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fogel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.