Nelson Capital Management’s Apple AAPL Stock Holding History

Nelson Capital Management’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	$26.9M	Sell	93,035 -1,135	-1%	-$325K	2.95%	6
2026 Q1	$23.9M	Sell	94,170 -1,770	-2%	-$461K	2.92%	7
2025 Q4	$26.1M	Sell	95,940 -667	-0.7%	-$179K	3.05%	5
2025 Q3	$24.6M	Sell	96,607 -2,298	-2%	-$519K	2.93%	5
2025 Q2	$20.3M	Sell	98,905 -626	-0.6%	-$126K	2.68%	6
2025 Q1	$22.1M	Sell	99,531 -404	-0.4%	-$93.6K	3.82%	6
2024 Q4	$25M	Buy	99,935 +1,726	+2%	+$407K	4.14%	3
2024 Q3	$22.9M	Buy	98,209 +1,206	+1%	+$269K	3.85%	5
2024 Q2	$20.4M	Buy	97,003 +6,460	+7%	+$1.2M	3.63%	6
2024 Q1	$15.5M	Sell	90,543 -9,483	-9%	-$1.72M	2.97%	8
2023 Q4	$19.3M	Buy	100,026 +3,947	+4%	+$729K	4.31%	5
2023 Q3	$16.4M	Sell	96,079 -1,854	-2%	-$340K	4.03%	5
2023 Q2	$19M	Sell	97,933 -3,319	-3%	-$578K	4.91%	5
2023 Q1	$16.7M	Buy	101,252 +1,243	+1%	+$183K	4.74%	3
2022 Q4	$13M	Sell	100,009 -19,997	-17%	-$2.86M	3.81%	3
2022 Q3	$16.6M	Sell	120,006 -1,886	-2%	-$296K	4.87%	2
2022 Q2	$16.7M	Sell	121,892 -5,251	-4%	-$795K	4.6%	4
2022 Q1	$22.2M	Buy	127,143 +512	+0.4%	+$86.1K	4.34%	3
2021 Q4	$22.5M	Sell	126,631 -242	-0.2%	-$38.2K	4.16%	4
2021 Q3	$18M	Sell	126,873 -4,092	-3%	-$602K	3.57%	5
2021 Q2	$17.9M	Buy	130,965 +80	+0.1%	+$10.4K	3.63%	5
2021 Q1	$16M	Sell	130,885 -8,245	-6%	-$1.06M	3.42%	6
2020 Q4	$18.5M	Sell	139,130 -47,832	-26%	-$5.75M	3.97%	4
2020 Q3	$21.7M	Buy	186,962 +1,730	+0.9%	+$189K	3.79%	5
2020 Q2	$16.9M	Buy	185,232 +1,376	+0.7%	+$107K	3.68%	5
2020 Q1	$11.7M	Buy	183,856 +109,424	+147%	+$8.05M	3.14%	8
2019 Q4	$5.46M	Sell	74,432 -916	-1%	-$58.9K	1.15%	39
2019 Q3	$4.22M	Sell	75,348 -1,172	-2%	-$61.3K	1%	41
2019 Q2	$3.79M	Sell	76,520 -216	-0.3%	-$10.5K	0.9%	43
2019 Q1	$3.64M	Sell	76,736 -3,168	-4%	-$134K	0.91%	43
2018 Q4	$3.15M	Sell	79,904 -3,076	-4%	-$149K	0.88%	43
2018 Q3	$4.68M	Buy	82,980 +48	+0.1%	+$2.5K	1.08%	43
2018 Q2	$3.84M	Sell	82,932 -2,948	-3%	-$134K	0.99%	43
2018 Q1	$3.6M	Sell	85,880 -1,720	-2%	-$74K	0.93%	46
2017 Q4	$3.71M	Sell	87,600 -2,860	-3%	-$120K	1.16%	40
2017 Q3	$3.48M	Sell	90,460 -4,400	-5%	-$171K	1.15%	43
2017 Q2	$3.42M	Sell	94,860 -1,104	-1%	-$40.8K	1.16%	41
2017 Q1	$3.45M	Sell	95,964 -3,960	-4%	-$130K	1.16%	43
2016 Q4	$2.89M	Sell	99,924 -2,236	-2%	-$63.4K	1.01%	45
2016 Q3	$2.89M	Buy	102,160 +11,968	+13%	+$317K	1.02%	43
2016 Q2	$2.16M	Sell	90,192 -6,580	-7%	-$164K	0.81%	45
2016 Q1	$2.64M	Sell	96,772 -4,692	-5%	-$117K	0.99%	43
2015 Q4	$2.67M	Buy	101,464 +696	+0.7%	+$19.9K	1.03%	43
2015 Q3	$2.78M	Buy	100,768 +3,856	+4%	+$113K	1.06%	42
2015 Q2	$3.04M	Hold	96,912	–	–	1.1%	42
2015 Q1	$3.02M	Sell	96,912 -5,912	-6%	-$179K	1.09%	39
2014 Q4	$2.84M	Sell	102,824 -11,752	-10%	-$320K	1.05%	39
2014 Q3	$2.89M	Buy	114,576 +1,848	+2%	+$45.4K	1.09%	39
2014 Q2	$2.62M	Buy	112,728 +41,832	+59%	+$890K	1.05%	39
2014 Q1	$1.36M	Sell	70,896 -280	-0.4%	-$5.33K	0.6%	42
2013 Q4	$1.43M	Sell	71,176 -7,476	-10%	-$141K	0.63%	43
2013 Q3	$1.34M	Sell	78,652 -1,400	-2%	-$23.2K	0.64%	41
2013 Q2	$1.13M	Buy	+80,052	New	+$1.23M	0.58%	45

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Nelson Capital Management's AAPL Position: Q2 2026 in Review

Nelson Capital Management reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $325K and leaving 93,035 shares worth $26.9M. The position accounts for 2.95% of the portfolio, ranked #6.

Nelson Capital Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Nelson Capital Management held 93,035 shares of Apple worth $26.9M as of Q2 2026.
Nelson Capital Management sold 1,135 Apple shares in Q2 2026, an estimated $325K.
Apple made up 2.95% of Nelson Capital Management's portfolio in Q2 2026, its #6 holding.
Nelson Capital Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.