Passive Capital Management’s Apple AAPL Stock Holding History

Passive 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	$1.99M	Buy	7,850 +300	+4%	+$78.1K	0.59%	25
2025 Q4	$2.05M	Buy	7,550 +37	+0.5%	+$9.93K	0.64%	21
2025 Q3	$1.91M	Buy	7,513 +190	+3%	+$42.9K	0.62%	23
2025 Q2	$1.52M	Sell	7,323 -136	-2%	-$27.5K	0.47%	28
2025 Q1	$1.66M	Buy	7,459 +3,476	+87%	+$805K	0.52%	26
2024 Q4	$997K	Sell	3,983 -282	-7%	-$66.5K	0.35%	32
2024 Q3	$994K	Buy	4,265 +21	+0.5%	+$4.69K	0.35%	31
2024 Q2	$894K	Buy	4,244 +1,462	+53%	+$273K	0.33%	32
2024 Q1	$477K	Hold	2,782	–	–	0.19%	37
2023 Q4	$536K	Hold	2,782	–	–	0.22%	37
2023 Q3	$476K	Hold	2,782	–	–	0.21%	36
2023 Q2	$540K	Sell	2,782 -2,044	-42%	-$356K	0.23%	33
2023 Q1	$796K	Buy	4,826 +2,805	+139%	+$414K	0.35%	29
2022 Q4	$263K	Hold	2,021	–	–	0.12%	47
2022 Q3	$279K	Sell	2,021 -559	-22%	-$87.7K	0.15%	41
2022 Q2	$353K	Sell	2,580 -500	-16%	-$75.7K	0.18%	36
2022 Q1	$538K	Buy	3,080 +560	+22%	+$94.2K	0.29%	29
2021 Q4	$447K	Buy	+2,520	New	+$398K	0.25%	32

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Passive Capital Management increased its Apple (AAPL) stake by 4% in Q1 2026, buying an estimated $78.1K and bringing the position to 7,850 shares worth $1.99M. The position accounts for 0.59% of the portfolio, ranked #25.

Passive Capital Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.05M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Passive Capital Management held 7,850 shares of Apple worth $1.99M as of Q1 2026.
Passive Capital Management bought 300 Apple shares in Q1 2026, an estimated $78.1K.
Apple made up 0.59% of Passive Capital Management's portfolio in Q1 2026, its #25 holding.
Passive Capital Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Passive Capital Management's Apple position peaked at $2.05M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.