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Objective Capital Management’s Apple AAPL Stock Holding History

Objective 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 		$2.59M Sell
8,957
-313
-3% -$89.5K 2.3% 9
2026
Q1 		$2.35M Buy
9,270
+47
+0.5% +$12.2K 2.37% 8
2025
Q4 		$2.51M Sell
9,223
-323
-3% -$86.7K 2.55% 8
2025
Q3 		$2.43M Sell
9,546
-19
-0.2% -$4.29K 2.52% 8
2025
Q2 		$1.96M Sell
9,565
-1,376
-13% -$278K 2.2% 12
2025
Q1 		$2.43M Sell
10,941
-20,914
-66% -$4.85M 3.1% 8
2024
Q4 		$7.98M Sell
31,855
-9,256
-23% -$2.18M 5.33% 2
2024
Q3 		$9.58M Buy
+41,111
New +$9.18M 5.63% 2
2024
Q1 		$6.7M Buy
39,092
+1,619
+4% +$294K 4.53% 3
2023
Q4 		$7.21M Sell
37,473
-187
-0.5% -$34.5K 5.5% 2
2023
Q3 		$6.45M Buy
37,660
+1,230
+3% +$226K 5.72% 2
2023
Q2 		$7.07M Sell
36,430
-667
-2% -$116K 6.18% 2
2023
Q1 		$6.12M Sell
37,097
-467
-1% -$68.9K 5.59% 2
2022
Q4 		$4.88M Buy
37,564
+389
+1% +$55.6K 4.85% 3
2022
Q3 		$5.14M Sell
37,175
-30
-0.1% -$4.71K 5.48% 3
2022
Q2 		$5.09M Sell
37,205
-46
-0.1% -$6.97K 5.13% 3
2022
Q1 		$6.5M Sell
37,251
-139
-0.4% -$23.4K 5% 3
2021
Q4 		$6.64M Buy
+37,390
New +$5.91M 4.7% 3

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

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

Objective Capital Management reduced its Apple (AAPL) stake by 3.4% in Q2 2026, selling an estimated $89.5K and leaving 8,957 shares worth $2.59M. The position accounts for 2.3% of the portfolio, ranked #9.

Objective Capital Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.58M in Q3 2024. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Objective Capital Management held 8,957 shares of Apple worth $2.59M as of Q2 2026.
  • Objective Capital Management sold 313 Apple shares in Q2 2026, an estimated $89.5K.
  • Apple made up 2.3% of Objective Capital Management's portfolio in Q2 2026, its #9 holding.
  • Objective Capital Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Objective Capital Management's Apple position peaked at $9.58M in Q3 2024.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.