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Haven Capital Group’s Apple AAPL Stock Holding History

Haven Capital Group’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 		$11.9M Buy
40,976
+124
+0.3% +$35.5K 9.52% 2
2026
Q1 		$10.4M Sell
40,852
-45
-0.1% -$11.7K 9.62% 2
2025
Q4 		$11.1M Sell
40,897
-4,539
-10% -$1.22M 10.43% 2
2025
Q3 		$11.6M Sell
45,436
-920
-2% -$208K 10.3% 2
2025
Q2 		$9.51M Sell
46,356
-926
-2% -$187K 8.38% 2
2025
Q1 		$10.5M Buy
47,282
+415
+0.9% +$96.1K 11.57% 2
2024
Q4 		$11.7M Buy
+46,867
New +$11M 11.03% 2

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

Haven Capital Group's AAPL Position: Q2 2026 in Review

Haven Capital Group increased its Apple (AAPL) stake by 0.3% in Q2 2026, buying an estimated $35.5K and bringing the position to 40,976 shares worth $11.9M. The position accounts for 9.52% of the portfolio, ranked #2.

Haven Capital Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Haven Capital Group held 40,976 shares of Apple worth $11.9M as of Q2 2026.
  • Haven Capital Group bought 124 Apple shares in Q2 2026, an estimated $35.5K.
  • Apple made up 9.52% of Haven Capital Group's portfolio in Q2 2026, its #2 holding.
  • Haven Capital Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Haven Capital Group's 13F filing for Q2 2026, filed 10 Jul 2026.