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Kapitalo Investimentos’s Apple AAPL Stock Holding History

Kapitalo Investimentos’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
2022
Q3 		– Sell
-500
Closed -$658K – 38
2022
Q2 		$658K Buy
+500
New +$75.7K 0.42% 19

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

Kapitalo Investimentos's AAPL Position: Q1 2026 in Review

Kapitalo Investimentos opened a new position in Apple (AAPL) in Q1 2026: 4,475 shares worth $1.14M. The stake represents 0.21% of the portfolio and ranks #39 among its holdings. This is a return to the name: Kapitalo Investimentos previously reported a position in AAPL as recently as Q3 2025.

Kapitalo Investimentos first reported a position in AAPL in Q2 2023 and has held it in 8 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Kapitalo Investimentos held 4,475 shares of Apple worth $1.14M as of Q1 2026.
  • Apple was a new Kapitalo Investimentos position in Q1 2026.
  • Apple made up 0.21% of Kapitalo Investimentos's portfolio in Q1 2026, its #39 holding.
  • Kapitalo Investimentos first reported a position in Apple in Q2 2023 and has held it in 8 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Kapitalo Investimentos's 13F filing for Q1 2026, filed 7 May 2026.