Guggenheim Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $372M | Sell |
1,463,999
-304,986
| -17% | -$79.4M | 2.88% | 2 |
|
|
2025
Q4 | $481M | Sell |
1,768,985
-158,928
| -8% | -$42.7M | 3.44% | 2 |
|
|
2025
Q3 | $491M | Buy |
1,927,913
+4,960
| +0.3% | +$1.12M | 3.56% | 3 |
|
|
2025
Q2 | $395M | Buy |
1,922,953
+306,927
| +19% | +$62M | 3.13% | 3 |
|
|
2025
Q1 | $359M | Sell |
1,616,026
-414,093
| -20% | -$95.9M | 3.3% | 1 |
|
|
2024
Q4 | $508M | Sell |
2,030,119
-15,468
| -0.8% | -$3.65M | 4.12% | 2 |
|
|
2024
Q3 | $477M | Sell |
2,045,587
-191,522
| -9% | -$42.8M | 3.34% | 2 |
|
|
2024
Q2 | $471M | Buy |
2,237,109
+66,848
| +3% | +$12.5M | 3.34% | 3 |
|
|
2024
Q1 | $372M | Sell |
2,170,261
-73,094
| -3% | -$13.3M | 2.62% | 3 |
|
|
2023
Q4 | $432M | Sell |
2,243,355
-65,090
| -3% | -$12M | 3.26% | 1 |
|
|
2023
Q3 | $395M | Sell |
2,308,445
-266,355
| -10% | -$48.8M | 3.4% | 1 |
|
|
2023
Q2 | $499M | Buy |
2,574,800
+211,643
| +9% | +$36.9M | 3.92% | 2 |
|
|
2023
Q1 | $390M | Buy |
2,363,157
+224,984
| +11% | +$33.2M | 3.28% | 2 |
|
|
2022
Q4 | $278M | Sell |
2,138,173
-158,627
| -7% | -$22.7M | 2.44% | 2 |
|
|
2022
Q3 | $317M | Sell |
2,296,800
-48,981
| -2% | -$7.69M | 2.91% | 1 |
|
|
2022
Q2 | $321M | Sell |
2,345,781
-452,309
| -16% | -$68.5M | 2.53% | 2 |
|
|
2022
Q1 | $489M | Sell |
2,798,090
-765,477
| -21% | -$129M | 2.94% | 1 |
|
|
2021
Q4 | $633M | Sell |
3,563,567
-28,956
| -0.8% | -$4.58M | 3.3% | 1 |
|
|
2021
Q3 | $508M | Buy |
3,592,523
+94,938
| +3% | +$14M | 3.05% | 1 |
|
|
2021
Q2 | $479M | Buy |
3,497,585
+378,570
| +12% | +$49.1M | 2.82% | 2 |
|
|
2021
Q1 | $381M | Sell |
3,119,015
-549,921
| -15% | -$70.6M | 2.5% | 2 |
|
|
2020
Q4 | $487M | Sell |
3,668,936
-108,579
| -3% | -$13.1M | 3.05% | 3 |
|
|
2020
Q3 | $437M | Sell |
3,777,515
-278,589
| -7% | -$30.4M | 3.17% | 3 |
|
|
2020
Q2 | $370M | Buy |
4,056,104
+852,388
| +27% | +$66.1M | 2.86% | 3 |
|
|
2020
Q1 | $204M | Sell |
3,203,716
-967,544
| -23% | -$71.2M | 2.05% | 4 |
|
|
2019
Q4 | $306M | Sell |
4,171,260
-556,228
| -12% | -$35.8M | 2.3% | 1 |
|
|
2019
Q3 | $265M | Sell |
4,727,488
-8,948
| -0.2% | -$468K | 2.12% | 2 |
|
|
2019
Q2 | $234M | Sell |
4,736,436
-188,992
| -4% | -$9.21M | 1.91% | 2 |
|
|
2019
Q1 | $234M | Buy |
4,925,428
+299,464
| +6% | +$12.7M | 1.91% | 2 |
|
|
2018
Q4 | $182M | Sell |
4,625,964
-1,117,820
| -19% | -$54.2M | 1.55% | 2 |
|
|
2018
Q3 | $324M | Sell |
5,743,784
-259,484
| -4% | -$13.5M | 2.11% | 2 |
|
|
2018
Q2 | $278M | Sell |
6,003,268
-3,099,504
| -34% | -$141M | 1.85% | 2 |
|
|
2018
Q1 | $382M | Sell |
9,102,772
-660,700
| -7% | -$28.4M | 0.93% | 2 |
|
|
2017
Q4 | $413M | Buy |
9,763,472
+1,464,116
| +18% | +$61.2M | 0.98% | 2 |
|
|
2017
Q3 | $320M | Sell |
8,299,356
-803,604
| -9% | -$31.2M | 0.75% | 3 |
|
|
2017
Q2 | $328M | Buy |
9,102,960
+713,104
| +8% | +$26.4M | 0.87% | 1 |
|
|
2017
Q1 | $301M | Sell |
8,389,856
-717,452
| -8% | -$23.6M | 0.82% | 1 |
|
|
2016
Q4 | $264M | Sell |
9,107,308
-44,152
| -0.5% | -$1.25M | 0.75% | 1 |
|
|
2016
Q3 | $259M | Buy |
9,151,460
+194,644
| +2% | +$5.15M | 0.8% | 1 |
|
|
2016
Q2 | $214M | Sell |
8,956,816
-944,004
| -10% | -$23.5M | 0.67% | 2 |
|
|
2016
Q1 | $270M | Sell |
9,900,820
-1,086,804
| -10% | -$27.1M | 0.85% | 1 |
|
|
2015
Q4 | $289M | Buy |
10,987,624
+972,444
| +10% | +$27.8M | 0.84% | 2 |
|
|
2015
Q3 | $276M | Sell |
10,015,180
-1,228,260
| -11% | -$36M | 0.85% | 2 |
|
|
2015
Q2 | $353M | Sell |
11,243,440
-1,809,572
| -14% | -$57.9M | 0.87% | 3 |
|
|
2015
Q1 | $406M | Buy |
13,053,012
+291,508
| +2% | +$8.8M | 0.96% | 2 |
|
|
2014
Q4 | $352M | Buy |
12,761,504
+1,623,624
| +15% | +$44.2M | 0.88% | 1 |
|
|
2014
Q3 | $281M | Sell |
11,137,880
-1,289,484
| -10% | -$31.6M | 0.67% | 6 |
|
|
2014
Q2 | $289M | Buy |
12,427,364
+244,648
| +2% | +$5.21M | 0.73% | 3 |
|
|
2014
Q1 | $234M | Sell |
12,182,716
-1,044,232
| -8% | -$19.9M | 0.66% | 2 |
|
|
2013
Q4 | $265M | Buy |
13,226,948
+309,596
| +2% | +$5.85M | 0.81% | 2 |
|
|
2013
Q3 | $220M | Buy |
12,917,352
+1,717,240
| +15% | +$28.5M | 0.79% | 2 |
|
|
2013
Q2 | $158M | Buy |
+11,200,112
| New | +$172M | 0.67% | 2 |
|
Other funds holding AAPL
VCM
VPM
Guggenheim Capital's AAPL Position: Q1 2026 in Review
Guggenheim Capital reduced its Apple (AAPL) stake by 17% in Q1 2026, selling an estimated $79.4M and leaving 1,463,999 shares worth $372M. The position accounts for 2.88% of the portfolio, ranked #2.
Guggenheim Capital first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $633M in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Guggenheim Capital held 1,463,999 shares of Apple worth $372M as of Q1 2026.
- Guggenheim Capital sold 304,986 Apple shares in Q1 2026, an estimated $79.4M.
- Apple made up 2.88% of Guggenheim Capital's portfolio in Q1 2026, its #2 holding.
- Guggenheim Capital first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Guggenheim Capital's Apple position peaked at $633M in Q4 2021.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.