Payne Capital’s Apple AAPL Stock Holding History

Payne 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 Q2	$3.42M	Hold	11,833	–	–	2.85%	9
2026 Q1	$3M	Hold	11,833	–	–	2.76%	11
2025 Q4	$3.22M	Buy	11,833 +8	+0.1%	+$2.15K	3.28%	10
2025 Q3	$3.01M	Buy	+11,825	New	+$2.67M	3.05%	9

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Payne Capital's AAPL Position: Q2 2026 in Review

Payne Capital held its Apple (AAPL) position steady in Q2 2026 at 11,833 shares worth $3.42M. The position accounts for 2.85% of the portfolio, ranked #9.

Payne Capital first reported a position in AAPL in Q3 2025 and has held it in 4 quarters since. 6,047 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Payne Capital held 11,833 shares of Apple worth $3.42M as of Q2 2026.
Payne Capital left its Apple share count unchanged in Q2 2026.
Apple made up 2.85% of Payne Capital's portfolio in Q2 2026, its #9 holding.
Payne Capital first reported a position in Apple in Q3 2025 and has held it in 4 quarters since.
6,047 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Payne Capital's 13F filing for Q2 2026, filed 11 Aug 2026.