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Fusion Capital’s Apple AAPL Stock Holding History

Fusion Capital’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 		$20.5M Sell
80,733
-888
-1% -$231K 5.53% 3
2025
Q4 		$22.2M Sell
81,621
-359
-0.4% -$96.4K 6.24% 3
2025
Q3 		$22.2M Buy
81,980
+146
+0.2% +$33K 6.45% 2
2025
Q2 		$16.8M Sell
81,834
-177
-0.2% -$35.7K 5.74% 3
2025
Q1 		$18.2M Sell
82,011
-1,868
-2% -$433K 6.94% 3
2024
Q4 		$21M Sell
83,879
-78
-0.1% -$18.4K 8.47% 1
2024
Q3 		$19.6M Sell
83,957
-1,149
-1% -$257K 8.39% 1
2024
Q2 		$17.9M Sell
85,106
-3,954
-4% -$737K 8.18% 1
2024
Q1 		$15.3M Sell
89,060
-2,010
-2% -$365K 6.99% 2
2023
Q4 		$17.5M Sell
91,070
-4,368
-5% -$807K 8.98% 1
2023
Q3 		$16.3M Sell
95,438
-260
-0.3% -$47.7K 9.2% 1
2023
Q2 		$18.6M Buy
95,698
+394
+0.4% +$68.7K 10.37% 1
2023
Q1 		$15.7M Sell
95,304
-3,091
-3% -$456K 8.99% 1
2022
Q4 		$12.8M Sell
98,395
-1,107
-1% -$158K 7.54% 2
2022
Q3 		$13.8M Sell
99,502
-2,465
-2% -$387K 8.97% 1
2022
Q2 		$13.9M Buy
101,967
+1,297
+1% +$196K 8.6% 2
2022
Q1 		$17.6M Buy
100,670
+724
+0.7% +$122K 9.22% 1
2021
Q4 		$17.7M Buy
99,946
+1,388
+1% +$219K 9.02% 1
2021
Q3 		$13.9M Buy
98,558
+320
+0.3% +$47.1K 8.27% 1
2021
Q2 		$13.5M Sell
98,238
-762
-0.8% -$98.7K 8.09% 1
2021
Q1 		$12.1M Buy
99,000
+698
+0.7% +$89.6K 7.87% 2
2020
Q4 		$13M Sell
98,302
-838
-0.8% -$101K 9.39% 1
2020
Q3 		$11.5M Sell
99,140
-4,996
-5% -$545K 10% 1
2020
Q2 		$9.5M Sell
104,136
-1,324
-1% -$103K 9.12% 1
2020
Q1 		$6.7M Sell
105,460
-10,580
-9% -$778K 8.01% 2
2019
Q4 		$8.52M Buy
+116,040
New +$7.47M 7.69% 2

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

Fusion Capital's AAPL Position: Q1 2026 in Review

Fusion Capital reduced its Apple (AAPL) stake by 1.1% in Q1 2026, selling an estimated $231K and leaving 80,733 shares worth $20.5M. The position accounts for 5.53% of the portfolio, ranked #3.

Fusion Capital first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $22.2M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Fusion Capital held 80,733 shares of Apple worth $20.5M as of Q1 2026.
  • Fusion Capital sold 888 Apple shares in Q1 2026, an estimated $231K.
  • Apple made up 5.53% of Fusion Capital's portfolio in Q1 2026, its #3 holding.
  • Fusion Capital first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Fusion Capital's Apple position peaked at $22.2M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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