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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
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 $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

Matrix Private Capital Group's AAPL Position: Q1 2026 in Review

Matrix Private Capital Group increased its Apple (AAPL) stake by 2.2% in Q1 2026, buying an estimated $41.4K and bringing the position to 7,408 shares worth $1.88M. The position accounts for 0.91% of the portfolio, ranked #26.

Matrix Private Capital Group first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.98M in Q1 2022. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Matrix Private Capital Group held 7,408 shares of Apple worth $1.88M as of Q1 2026.
  • Matrix Private Capital Group bought 159 Apple shares in Q1 2026, an estimated $41.4K.
  • Apple made up 0.91% of Matrix Private Capital Group's portfolio in Q1 2026, its #26 holding.
  • Matrix Private Capital Group first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Matrix Private Capital Group's Apple position peaked at $6.98M in Q1 2022.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.