Optimas Capital
AAPL icon

Optimas Capital’s Apple AAPL Stock Holding History

Optimas 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
Q3 		$1.9M Buy
+5,720
New +$1.84M 2.53% 13
2025
Q4 		– Sell
-11,800
Closed -$3M – 17
2025
Q3 		$3M Sell
11,800
-54,200
-82% -$12.2M 1.9% 19
2025
Q2 		$13.5M Buy
+66,000
New +$13.3M 14.28% 2

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Optimas Capital's AAPL Position: Q3 2026 in Review

Optimas Capital opened a new position in Apple (AAPL) in Q3 2026: 5,720 shares worth $1.9M. The stake represents 2.53% of the portfolio and ranks #13 among its holdings. This is a return to the name: Optimas Capital previously reported a position in AAPL as recently as Q3 2025.

Optimas Capital first reported a position in AAPL in Q2 2025 and has held it in 3 quarters since. The position peaked at $13.5M in Q2 2025. 4,963 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Optimas Capital held 5,720 shares of Apple worth $1.9M as of Q3 2026.
  • Apple was a new Optimas Capital position in Q3 2026.
  • Apple made up 2.53% of Optimas Capital's portfolio in Q3 2026, its #13 holding.
  • Optimas Capital first reported a position in Apple in Q2 2025 and has held it in 3 quarters since.
  • Optimas Capital's Apple position peaked at $13.5M in Q2 2025.
  • 4,963 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Optimas Capital's 13F filing for Q3 2026, filed 3 Nov 2026.