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Next Capital Management’s Apple AAPL Stock Holding History

Next 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
Q1 		$6.76M Sell
26,623
-1,723
-6% -$448K 2.05% 14
2025
Q4 		$7.71M Buy
28,346
+643
+2% +$173K 2.47% 12
2025
Q3 		$7.05M Sell
27,703
-16,311
-37% -$3.68M 2.35% 10
2025
Q2 		$9.03M Buy
44,014
+2,021
+5% +$408K 3.34% 7
2025
Q1 		$9.33M Sell
41,993
-2,553
-6% -$591K 4.47% 4
2024
Q4 		$11.2M Buy
44,546
+976
+2% +$230K 4.51% 3
2024
Q3 		$10.2M Sell
43,570
-1,316
-3% -$294K 4.14% 5
2024
Q2 		$9.45M Buy
44,886
+425
+1% +$79.3K 3.96% 7
2024
Q1 		$7.62M Buy
44,461
+8,953
+25% +$1.63M 3.08% 6
2023
Q4 		$6.84M Buy
35,508
+683
+2% +$126K 2.91% 6
2023
Q3 		$5.96M Buy
34,825
+314
+0.9% +$57.6K 2.67% 7
2023
Q2 		$6.69M Sell
34,511
-409
-1% -$71.3K 3.1% 7
2023
Q1 		$5.76M Buy
34,920
+5
+0% +$738 2.78% 8
2022
Q4 		$4.54M Buy
34,915
+1,425
+4% +$204K 2.45% 10
2022
Q3 		$4.63M Buy
33,490
+134
+0.4% +$21K 3.5% 7
2022
Q2 		$4.56M Buy
33,356
+123
+0.4% +$18.6K 3.31% 6
2022
Q1 		$5.8M Buy
+33,233
New +$5.59M 3.92% 4
2021
Q4 		– Sell
-39,019
Closed -$5.52M – 110
2021
Q3 		$5.52M Sell
39,019
-4,764
-11% -$701K 4.01% 4
2021
Q2 		$6M Buy
43,783
+1,293
+3% +$168K 3.82% 6
2021
Q1 		$5.19M Sell
42,490
-3,203
-7% -$411K 3.38% 6
2020
Q4 		$6.06M Buy
45,693
+19,270
+73% +$2.32M 4.27% 5
2020
Q3 		$3.06M Sell
26,423
-2,325
-8% -$254K 2.04% 15
2020
Q2 		$2.62M Buy
28,748
+4,224
+17% +$327K 1.85% 16
2020
Q1 		$1.56M Buy
24,524
+5,364
+28% +$394K 1.25% 25
2019
Q4 		$1.41M Sell
19,160
-16,280
-46% -$1.05M 1.01% 30
2019
Q3 		$1.98M Sell
35,440
-3,820
-10% -$200K 1.33% 21
2019
Q2 		$1.94M Buy
39,260
+7,116
+22% +$347K 1.3% 19
2019
Q1 		$1.53M Sell
32,144
-5,400
-14% -$229K 1.29% 22
2018
Q4 		$1.48M Buy
+37,544
New +$1.82M 1.3% 22

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

Next Capital Management's AAPL Position: Q1 2026 in Review

Next Capital Management reduced its Apple (AAPL) stake by 6.1% in Q1 2026, selling an estimated $448K and leaving 26,623 shares worth $6.76M. The position accounts for 2.05% of the portfolio, ranked #14.

Next Capital Management first reported a position in AAPL in Q4 2018 and has held it in 29 quarters since. The position peaked at $11.2M in Q4 2024. 6,070 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Next Capital Management held 26,623 shares of Apple worth $6.76M as of Q1 2026.
  • Next Capital Management sold 1,723 Apple shares in Q1 2026, an estimated $448K.
  • Apple made up 2.05% of Next Capital Management's portfolio in Q1 2026, its #14 holding.
  • Next Capital Management first reported a position in Apple in Q4 2018 and has held it in 29 quarters since.
  • Next Capital Management's Apple position peaked at $11.2M in Q4 2024.
  • 6,070 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Next Capital Management's 13F filing for Q1 2026, filed 7 May 2026.