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Permanens Capital’s Apple AAPL Stock Holding History

Permanens 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 		$3.07M Buy
10,603
+4,800
+83% +$1.37M 0.32% 35
2026
Q1 		$1.47M Hold
5,803
– – 0.19% 38
2025
Q4 		$1.58M Buy
5,803
+728
+14% +$195K 0.21% 44
2025
Q3 		$1.29M Buy
+5,075
New +$1.15M 0.19% 29
2025
Q2 		– Sell
-20,475
Closed -$4.55M – 69
2025
Q1 		$4.55M Buy
20,475
+3,396
+20% +$787K 0.83% 13
2024
Q4 		$4.28M Hold
17,079
– – 0.82% 16
2024
Q3 		$3.98M Sell
17,079
-13,933
-45% -$3.11M 0.81% 18
2024
Q2 		$6.53M Buy
31,012
+3,265
+12% +$609K 0.67% 10
2024
Q1 		$4.76M Buy
27,747
+5,703
+26% +$1.04M 0.58% 18
2023
Q4 		$4.24M Buy
22,044
+4,400
+25% +$812K 0.83% 16
2023
Q3 		$3.02M Buy
+17,644
New +$3.24M 0.52% 19
2022
Q2 		– Sell
-35,787
Closed -$6.25M – 41
2022
Q1 		$6.25M Sell
35,787
-30,741
-46% -$5.17M 0.97% 17
2021
Q4 		$11.8M Buy
66,528
+5,345
+9% +$845K 1.86% 6
2021
Q3 		$8.66M Sell
61,183
-401
-0.7% -$59K 1.57% 13
2021
Q2 		$8.44M Buy
61,584
+13,309
+28% +$1.72M 1.52% 12
2021
Q1 		$5.9M Buy
48,275
+6,017
+14% +$772K 1.21% 21
2020
Q4 		$5.61M Buy
42,258
+39,273
+1,316% +$4.72M 1.18% 12
2020
Q3 		$346K Buy
2,985
+985
+49% +$107K 0.12% 28
2020
Q2 		$182K Buy
2,000
+1,300
+186% +$101K 0.07% 34
2020
Q1 		$45K Sell
700
-3,320
-83% -$244K 0.01% 67
2019
Q4 		$295K Buy
+4,020
New +$259K 0.07% 33

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

Permanens Capital's AAPL Position: Q2 2026 in Review

Permanens Capital increased its Apple (AAPL) stake by 83% in Q2 2026, buying an estimated $1.37M and bringing the position to 10,603 shares worth $3.07M. The position accounts for 0.32% of the portfolio, ranked #35.

Permanens Capital first reported a position in AAPL in Q4 2019 and has held it in 21 quarters since. The position peaked at $11.8M in Q4 2021. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Permanens Capital held 10,603 shares of Apple worth $3.07M as of Q2 2026.
  • Permanens Capital bought 4,800 Apple shares in Q2 2026, an estimated $1.37M.
  • Apple made up 0.32% of Permanens Capital's portfolio in Q2 2026, its #35 holding.
  • Permanens Capital first reported a position in Apple in Q4 2019 and has held it in 21 quarters since.
  • Permanens Capital's Apple position peaked at $11.8M in Q4 2021.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Permanens Capital's 13F filing for Q2 2026, filed 14 Aug 2026.