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Generation Capital Management’s Apple AAPL Stock Holding History

Generation 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 		$6.99M Sell
24,146
-378
-2% -$108K 4.29% 5
2026
Q1 		$6.22M Sell
24,524
-123
-0.5% -$32K 4.55% 5
2025
Q4 		$6.7M Buy
24,647
+217
+0.9% +$58.3K 4.35% 6
2025
Q3 		$6.22M Buy
24,430
+300
+1% +$67.8K 4.5% 4
2025
Q2 		$4.95M Sell
24,130
-90
-0.4% -$18.2K 3.92% 5
2025
Q1 		$5.38M Buy
24,220
+315
+1% +$73K 4.84% 4
2024
Q4 		$5.99M Buy
+23,905
New +$5.63M 5.13% 4

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 $3.38T AUM 44.17% 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

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

Generation Capital Management reduced its Apple (AAPL) stake by 1.5% in Q2 2026, selling an estimated $108K and leaving 24,146 shares worth $6.99M. The position accounts for 4.29% of the portfolio, ranked #5.

Generation Capital Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,145 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Generation Capital Management held 24,146 shares of Apple worth $6.99M as of Q2 2026.
  • Generation Capital Management sold 378 Apple shares in Q2 2026, an estimated $108K.
  • Apple made up 4.29% of Generation Capital Management's portfolio in Q2 2026, its #5 holding.
  • Generation Capital Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,145 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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