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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
Q2 		$2.05M Sell
7,550
-300
-4% -$85.8K 0.64% 21
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
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

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

Passive Capital Management reduced its Apple (AAPL) stake by 3.8% in Q2 2026, selling an estimated $85.8K and leaving 7,550 shares worth $2.05M. The position accounts for 0.64% of the portfolio, ranked #21.

Passive Capital Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Passive Capital Management held 7,550 shares of Apple worth $2.05M as of Q2 2026.
  • Passive Capital Management sold 300 Apple shares in Q2 2026, an estimated $85.8K.
  • Apple made up 0.64% of Passive Capital Management's portfolio in Q2 2026, its #21 holding.
  • Passive Capital Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.