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Guggenheim Capital’s Apple AAPL Stock Holding History

Guggenheim 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
2014
Q4 		– Sell
-271,200
Closed -$6.83M – 3007
2014
Q3 		$6.83M Buy
+271,200
New +$6.66M 0.02% 1058
2013
Q4 		– Sell
-162,400
Closed -$2.8M – 3176
2013
Q3 		$2.8M Buy
+162,400
New +$2.69M 0.01% 1398

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

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.