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Matrix Private Capital Group’s Apple AAPL Stock Holding History

Matrix Private 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 		$3.03M Buy
10,487
+3,079
+42% +$881K 1.32% 18
2026
Q1 		$1.88M Buy
7,408
+159
+2% +$41.4K 0.91% 26
2025
Q4 		$1.97M Buy
7,249
+15
+0.2% +$4.03K 1% 24
2025
Q3 		$1.84M Sell
7,234
-491
-6% -$111K 0.98% 26
2025
Q2 		$1.58M Sell
7,725
-5,423
-41% -$1.1M 0.93% 27
2025
Q1 		$2.92M Sell
13,148
-2,823
-18% -$654K 1.75% 14
2024
Q4 		$4M Sell
15,971
-142
-0.9% -$33.5K 2.28% 10
2024
Q3 		$3.75M Sell
16,113
-199
-1% -$44.4K 2.16% 10
2024
Q2 		$3.44M Buy
16,312
+299
+2% +$55.8K 2.16% 10
2024
Q1 		$2.75M Sell
16,013
-604
-4% -$110K 1.86% 12
2023
Q4 		$3.2M Sell
16,617
-4,296
-21% -$793K 2.42% 9
2023
Q3 		$3.58M Sell
20,913
-231
-1% -$42.4K 2.67% 10
2023
Q2 		$4.1M Sell
21,144
-1,119
-5% -$195K 3% 9
2023
Q1 		$3.67M Sell
22,263
-3,517
-14% -$519K 2.54% 10
2022
Q4 		$3.35M Buy
25,780
+468
+2% +$66.9K 2.18% 12
2022
Q3 		$3.5M Sell
25,312
-14,994
-37% -$2.35M 2.37% 12
2022
Q2 		$5.51M Buy
40,306
+347
+0.9% +$52.5K 3.14% 9
2022
Q1 		$6.98M Buy
39,959
+983
+3% +$165K 3.41% 8
2021
Q4 		$6.92M Buy
38,976
+357
+0.9% +$56.4K 3.28% 7
2021
Q3 		$5.46M Buy
38,619
+693
+2% +$102K 2.87% 8
2021
Q2 		$5.19M Sell
37,926
-1,094
-3% -$142K 2.84% 7
2021
Q1 		$4.77M Buy
39,020
+795
+2% +$102K 2.87% 7
2020
Q4 		$5.07M Buy
38,225
+1,805
+5% +$217K 3.64% 5
2020
Q3 		$4.22M Sell
36,420
-2,192
-6% -$239K 4.29% 3
2020
Q2 		$3.52M Buy
38,612
+408
+1% +$31.6K 3.88% 5
2020
Q1 		$2.43M Buy
38,204
+660
+2% +$48.5K 3.45% 5
2019
Q4 		$2.76M Buy
+37,544
New +$2.42M 2.89% 3

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

Matrix Private Capital Group's AAPL Position: Q2 2026 in Review

Matrix Private Capital Group increased its Apple (AAPL) stake by 42% in Q2 2026, buying an estimated $881K and bringing the position to 10,487 shares worth $3.03M. The position accounts for 1.32% of the portfolio, ranked #18.

Matrix Private Capital Group first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.98M in Q1 2022. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Matrix Private Capital Group held 10,487 shares of Apple worth $3.03M as of Q2 2026.
  • Matrix Private Capital Group bought 3,079 Apple shares in Q2 2026, an estimated $881K.
  • Apple made up 1.32% of Matrix Private Capital Group's portfolio in Q2 2026, its #18 holding.
  • Matrix Private Capital Group first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Matrix Private Capital Group's Apple position peaked at $6.98M in Q1 2022.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.