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Joseph Group Capital Management’s Apple AAPL Stock Holding History

Joseph Group Capital Management’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 		$8.41M Sell
29,068
-705
-2% -$202K 1.77% 14
2026
Q1 		$7.56M Buy
29,773
+4,103
+16% +$1.07M 1.89% 12
2025
Q4 		$6.98M Sell
25,670
-1,325
-5% -$356K 1.83% 15
2025
Q3 		$6.87M Buy
26,995
+592
+2% +$134K 1.94% 12
2025
Q2 		$5.42M Buy
26,403
+3,900
+17% +$788K 1.82% 19
2025
Q1 		$5M Buy
22,503
+2,047
+10% +$474K 1.91% 12
2024
Q4 		$5.12M Buy
20,456
+3,021
+17% +$712K 2.02% 9
2024
Q3 		$4.06M Buy
17,435
+2,733
+19% +$610K 1.55% 15
2024
Q2 		$3.1M Sell
14,702
-1,879
-11% -$350K 1.61% 20
2024
Q1 		$2.84M Buy
16,581
+5,259
+46% +$956K 1.42% 17
2023
Q4 		$2.18M Buy
11,322
+310
+3% +$57.2K 1.27% 20
2023
Q3 		$1.89M Buy
11,012
+1
+0% +$183 1.36% 19
2023
Q2 		$2.14M Buy
11,011
+472
+4% +$82.2K 1.8% 10
2023
Q1 		$1.74M Sell
10,539
-151
-1% -$22.3K 1.52% 14
2022
Q4 		$1.39M Sell
10,690
-196
-2% -$28K 1.32% 21
2022
Q3 		$1.5M Buy
10,886
+812
+8% +$127K 1.64% 9
2022
Q2 		$1.38M Buy
10,074
+570
+6% +$86.3K 1.38% 16
2022
Q1 		$1.66M Buy
9,504
+317
+3% +$53.3K 1.67% 11
2021
Q4 		$1.63M Buy
+9,187
New +$1.45M 1.57% 16

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

Joseph Group Capital Management's AAPL Position: Q2 2026 in Review

Joseph Group Capital Management reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $202K and leaving 29,068 shares worth $8.41M. The position accounts for 1.77% of the portfolio, ranked #14.

Joseph Group Capital Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Joseph Group Capital Management held 29,068 shares of Apple worth $8.41M as of Q2 2026.
  • Joseph Group Capital Management sold 705 Apple shares in Q2 2026, an estimated $202K.
  • Apple made up 1.77% of Joseph Group Capital Management's portfolio in Q2 2026, its #14 holding.
  • Joseph Group Capital Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.