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Money Concepts Capital’s Apple AAPL Stock Holding History

Money Concepts 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
Q2 		$40M Sell
138,265
-4,941
-3% -$1.41M 1.85% 8
2026
Q1 		$36.3M Buy
143,206
+1,294
+0.9% +$337K 2.01% 7
2025
Q4 		$38.6M Sell
141,912
-4,066
-3% -$1.09M 2.16% 8
2025
Q3 		$37.2M Buy
145,978
+33,648
+30% +$7.6M 2.29% 7
2025
Q2 		$23M Sell
112,330
-2,618
-2% -$529K 1.54% 10
2025
Q1 		$25.5M Buy
114,948
+144
+0.1% +$33.4K 1.91% 9
2024
Q4 		$28.7M Sell
114,804
-5,507
-5% -$1.3M 2.14% 9
2024
Q3 		$28M Sell
120,311
-2,851
-2% -$637K 2.13% 9
2024
Q2 		$25.9M Sell
123,162
-1,850
-1% -$345K 2.18% 7
2024
Q1 		$21.4M Sell
125,012
-249
-0.2% -$45.3K 1.98% 4
2023
Q4 		$24.1M Sell
125,261
-1,610
-1% -$297K 2.24% 6
2023
Q3 		$21.7M Sell
126,871
-939
-0.7% -$172K 2.28% 4
2023
Q2 		$24.8M Sell
127,810
-16,259
-11% -$2.83M 2.52% 2
2023
Q1 		$23.8M Sell
144,069
-166,403
-54% -$24.6M 1.33% 24
2022
Q4 		$40.3M Buy
310,472
+165,978
+115% +$23.7M 1.8% 2
2022
Q3 		$20M Buy
144,494
+15,230
+12% +$2.39M 1.18% 26
2022
Q2 		$18M Sell
129,264
-149,462
-54% -$22.6M 1.6% 10
2022
Q1 		$48.7M Buy
278,726
+150,570
+117% +$25.3M 2.74% 3
2021
Q4 		$22.8M Buy
+128,156
New +$20.3M 1.92% 7
2021
Q1 		$16.4M Buy
134,301
+3,068
+2% +$394K 1.31% 15
2020
Q4 		$17.4M Buy
+131,233
New +$15.8M 1.61% 5

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

Money Concepts Capital's AAPL Position: Q2 2026 in Review

Money Concepts Capital reduced its Apple (AAPL) stake by 3.5% in Q2 2026, selling an estimated $1.41M and leaving 138,265 shares worth $40M. The position accounts for 1.85% of the portfolio, ranked #8.

Money Concepts Capital first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $48.7M in Q1 2022. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Money Concepts Capital held 138,265 shares of Apple worth $40M as of Q2 2026.
  • Money Concepts Capital sold 4,941 Apple shares in Q2 2026, an estimated $1.41M.
  • Apple made up 1.85% of Money Concepts Capital's portfolio in Q2 2026, its #8 holding.
  • Money Concepts Capital first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Apple position peaked at $48.7M in Q1 2022.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.