PCM
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Pennsylvania Capital Management’s Apple AAPL Stock Holding History

Pennsylvania 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 		$40.5M Sell
140,052
-8,754
-6% -$2.5M 10.27% 1
2026
Q1 		$37.8M Sell
148,806
-1,834
-1% -$477K 10.81% 1
2025
Q4 		$41M Buy
150,640
+2,772
+2% +$744K 11.21% 1
2025
Q3 		$37.7M Sell
147,868
-2,551
-2% -$576K 10.96% 2
2025
Q2 		$30.9M Sell
150,419
-13,057
-8% -$2.64M 9.87% 2
2025
Q1 		$36.3M Sell
163,476
-1,623
-1% -$376K 13.33% 1
2024
Q4 		$41.3M Sell
165,099
-59
-0% -$13.9K 14.18% 1
2024
Q3 		$38.5M Sell
165,158
-5,642
-3% -$1.26M 13.82% 1
2024
Q2 		$36M Sell
170,800
-1,103
-0.6% -$206K 13.84% 2
2024
Q1 		$29.5M Sell
171,903
-22,241
-11% -$4.04M 12.14% 2
2023
Q4 		$37.4M Sell
194,144
-28,844
-13% -$5.33M 14.82% 1
2023
Q3 		$38.2M Sell
222,988
-161
-0.1% -$29.5K 15.84% 1
2023
Q2 		$43.3M Sell
223,149
-894
-0.4% -$156K 18.58% 1
2023
Q1 		$36.9M Buy
224,043
+9,678
+5% +$1.43M 17.88% 1
2022
Q4 		$28.6M Sell
214,365
-16,426
-7% -$2.35M 15.1% 1
2022
Q3 		$31.9M Sell
230,791
-1,939
-0.8% -$304K 17.64% 1
2022
Q2 		$31.8M Sell
232,730
-831
-0.4% -$126K 16.81% 1
2022
Q1 		$40.8M Sell
233,561
-98,548
-30% -$16.6M 17.4% 1
2021
Q4 		$59M Buy
332,109
+106,971
+48% +$16.9M 20.18% 1
2021
Q3 		$33.5M Buy
225,138
+2,751
+1% +$405K 14.93% 2
2021
Q2 		$32.3M Buy
222,387
+4,062
+2% +$526K 15.85% 2
2021
Q1 		$26.7M Buy
218,325
+19,872
+10% +$2.55M 15.66% 2
2020
Q4 		$26M Buy
198,453
+28,749
+17% +$3.46M 16.99% 2
2020
Q3 		$19.8M Sell
169,704
-36,864
-18% -$4.02M 15.47% 2
2020
Q2 		$18.8M Buy
206,568
+43,668
+27% +$3.38M 10.04% 2
2020
Q1 		$9.83M Sell
162,900
-1,420
-0.9% -$104K 12.67% 3
2019
Q4 		$12.1M Buy
+164,320
New +$10.6M 11.43% 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

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

Pennsylvania Capital Management reduced its Apple (AAPL) stake by 5.9% in Q2 2026, selling an estimated $2.5M and leaving 140,052 shares worth $40.5M. The position accounts for 10.27% of the portfolio, ranked #1.

Pennsylvania Capital Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $59M in Q4 2021. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pennsylvania Capital Management held 140,052 shares of Apple worth $40.5M as of Q2 2026.
  • Pennsylvania Capital Management sold 8,754 Apple shares in Q2 2026, an estimated $2.5M.
  • Apple made up 10.27% of Pennsylvania Capital Management's portfolio in Q2 2026, its #1 holding.
  • Pennsylvania Capital Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Pennsylvania Capital Management's Apple position peaked at $59M in Q4 2021.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.