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Nearwater Capital Markets’s Apple AAPL Stock Holding History

Nearwater Capital Markets’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 		$127M Sell
438,000
-572,100
-57% -$164M 2.19% 14
2026
Q1 		$256M Buy
1,010,100
+244,100
+32% +$63.5M 6.05% 2
2025
Q4 		$208M Sell
766,000
-602,900
-44% -$162M 3.56% 7
2025
Q3 		$349M Buy
1,368,900
+90,900
+7% +$20.5M 4.66% 4
2025
Q2 		$262M Buy
1,278,000
+1,023,000
+401% +$207M 4.2% 6
2025
Q1 		$56.6M Buy
255,000
+24,000
+10% +$5.56M 1.61% 13
2024
Q4 		$57.8M Buy
+231,000
New +$54.4M 1.65% 12

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 $3.38T AUM 44.17% 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

Nearwater Capital Markets's AAPL Position: Q2 2026 in Review

Nearwater Capital Markets reduced its Apple (AAPL) stake by 57% in Q2 2026, selling an estimated $164M and leaving 438,000 shares worth $127M. The position accounts for 2.19% of the portfolio, ranked #14.

Nearwater Capital Markets first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $349M in Q3 2025. 6,146 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Nearwater Capital Markets held 438,000 shares of Apple worth $127M as of Q2 2026.
  • Nearwater Capital Markets sold 572,100 Apple shares in Q2 2026, an estimated $164M.
  • Apple made up 2.19% of Nearwater Capital Markets's portfolio in Q2 2026, its #14 holding.
  • Nearwater Capital Markets first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Nearwater Capital Markets's Apple position peaked at $349M in Q3 2025.
  • 6,146 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Nearwater Capital Markets's 13F filing for Q2 2026, filed 14 Aug 2026.