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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 $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

Guggenheim Capital's AAPL Position: Q2 2026 in Review

Guggenheim Capital increased its Apple (AAPL) stake by 5.2% in Q2 2026, buying an estimated $21.7M and bringing the position to 1,539,974 shares worth $446M. The position accounts for 2.8% of the portfolio, ranked #3.

Guggenheim Capital first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $633M in Q4 2021. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Guggenheim Capital held 1,539,974 shares of Apple worth $446M as of Q2 2026.
  • Guggenheim Capital bought 75,975 Apple shares in Q2 2026, an estimated $21.7M.
  • Apple made up 2.8% of Guggenheim Capital's portfolio in Q2 2026, its #3 holding.
  • Guggenheim Capital first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Guggenheim Capital's Apple position peaked at $633M in Q4 2021.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.