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Prime Capital Investment Advisors’s Apple AAPL Stock Holding History

Prime Capital Investment Advisors’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
2025
Q3 		– Sell
-200
Closed -$467 – 1033
2025
Q2 		$467 Sell
200
-2,300
-92% -$464K ﹤0.01% 947
2025
Q1 		$18.7K Buy
+2,500
New +$579K ﹤0.01% 1044
2022
Q3 		– Sell
-3,000
Closed -$14K – 405
2022
Q2 		$14K Buy
+3,000
New +$454K ﹤0.01% 377

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

Prime Capital Investment Advisors's AAPL Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $3.83M and leaving 766,662 shares worth $222M. The position accounts for 2.15% of the portfolio, ranked #9.

Prime Capital Investment Advisors first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $229M in Q1 2025. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Prime Capital Investment Advisors held 766,662 shares of Apple worth $222M as of Q2 2026.
  • Prime Capital Investment Advisors sold 13,379 Apple shares in Q2 2026, an estimated $3.83M.
  • Apple made up 2.15% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Prime Capital Investment Advisors first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
  • Prime Capital Investment Advisors's Apple position peaked at $229M in Q1 2025.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.