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Portfolio Design Labs’s Apple AAPL Stock Holding History

Portfolio Design Labs’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 		$25.8M Sell
89,125
-11,542
-11% -$3.3M 4.23% 3
2026
Q1 		$25.5M Sell
100,667
-15,144
-13% -$3.94M 4.54% 3
2025
Q4 		$31.5M Buy
115,811
+909
+0.8% +$244K 5.19% 3
2025
Q3 		$29.3M Buy
114,902
+67,547
+143% +$15.3M 5.02% 4
2025
Q2 		$9.72M Sell
47,355
-29,235
-38% -$5.9M 1.91% 12
2025
Q1 		$17M Sell
76,590
-22,798
-23% -$5.28M 3.51% 4
2024
Q4 		$24.9M Buy
99,388
+19,850
+25% +$4.68M 5.11% 2
2024
Q3 		$18.5M Sell
79,538
-6,069
-7% -$1.36M 5.17% 2
2024
Q2 		$18M Buy
85,607
+6,006
+8% +$1.12M 5.57% 3
2024
Q1 		$13.6M Buy
79,601
+9,134
+13% +$1.66M 4.59% 3
2023
Q4 		$13.6M Buy
+70,467
New +$13M 5.14% 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

Portfolio Design Labs's AAPL Position: Q2 2026 in Review

Portfolio Design Labs reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $3.3M and leaving 89,125 shares worth $25.8M. The position accounts for 4.23% of the portfolio, ranked #3.

Portfolio Design Labs first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.5M in Q4 2025. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Portfolio Design Labs held 89,125 shares of Apple worth $25.8M as of Q2 2026.
  • Portfolio Design Labs sold 11,542 Apple shares in Q2 2026, an estimated $3.3M.
  • Apple made up 4.23% of Portfolio Design Labs's portfolio in Q2 2026, its #3 holding.
  • Portfolio Design Labs first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Portfolio Design Labs's Apple position peaked at $31.5M in Q4 2025.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.