Machina Capital’s Apple AAPL Stock Holding History

Machina 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 Q1	$1.24M	Sell	4,878 -10,559	-68%	-$2.75M	0.24%	147
2025 Q4	$4.2M	Buy	+15,437	New	+$4.14M	0.8%	21
2024 Q4	–	Sell	-5,092	Closed	-$1.19M	–	266
2024 Q3	$1.19M	Buy	+5,092	New	+$1.14M	0.47%	78
2024 Q2	–	Sell	-4,923	Closed	-$844K	–	256
2024 Q1	$844K	Buy	4,923 +2,479	+101%	+$451K	0.44%	85
2023 Q4	$471K	Sell	2,444 -2,411	-50%	-$445K	0.3%	131
2023 Q3	$831K	Buy	+4,855	New	+$890K	0.47%	80
2023 Q1	–	Sell	-5,200	Closed	-$676K	–	487
2022 Q4	$676K	Buy	+5,200	New	+$743K	1.25%	13
2022 Q3	–	Sell	-3,200	Closed	-$438K	–	136
2022 Q2	$438K	Buy	3,200 +1,601	+100%	+$242K	0.99%	32
2022 Q1	$279K	Buy	+1,599	New	+$269K	0.61%	80
2021 Q2	–	Sell	-2,600	Closed	-$318K	–	156
2021 Q1	$318K	Buy	+2,600	New	+$334K	3.62%	7

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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