JM2 Capital’s Apple AAPL Stock Holding History

JM2 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
2026 Q2	$9.14M	Sell	31,576 -23	-0.1%	-$6.58K	6.27%	2
2026 Q1	$8.02M	Sell	31,599 -155	-0.5%	-$40.3K	6.65%	2
2025 Q4	$8.63M	Buy	+31,754	New	+$8.52M	6.94%	2

Other funds holding AAPL

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JM2 Capital's AAPL Position: Q2 2026 in Review

JM2 Capital reduced its Apple (AAPL) stake by 0.07% in Q2 2026, selling an estimated $6.58K and leaving 31,576 shares worth $9.14M. The position accounts for 6.27% of the portfolio, ranked #2.

JM2 Capital first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 3,892 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

JM2 Capital held 31,576 shares of Apple worth $9.14M as of Q2 2026.
JM2 Capital sold 23 Apple shares in Q2 2026, an estimated $6.58K.
Apple made up 6.27% of JM2 Capital's portfolio in Q2 2026, its #2 holding.
JM2 Capital first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
3,892 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.