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Regency Capital Management’s Apple AAPL Stock Holding History

Regency 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
Q1 		$8.04M Buy
31,674
+5,318
+20% +$1.38M 3.6% 8
2025
Q4 		$7.17M Sell
26,356
-119
-0.4% -$31.9K 2.98% 9
2025
Q3 		$6.74M Buy
26,475
+980
+4% +$221K 3.21% 9
2025
Q2 		$5.23M Sell
25,495
-2,690
-10% -$543K 2.74% 11
2025
Q1 		$6.26M Sell
28,185
-1,060
-4% -$246K 3.74% 7
2024
Q4 		$7.32M Buy
29,245
+1,029
+4% +$243K 3.97% 7
2024
Q3 		$6.57M Buy
28,216
+682
+2% +$152K 3.61% 10
2024
Q2 		$5.8M Sell
27,534
-4,422
-14% -$825K 3.73% 9
2024
Q1 		$5.48M Buy
31,956
+27,952
+698% +$5.08M 3.49% 11
2023
Q4 		$771K Buy
4,004
+2,114
+112% +$390K 0.52% 34
2023
Q3 		$324K Buy
1,890
+823
+77% +$151K 0.27% 37
2023
Q2 		$207K Buy
+1,067
New +$186K 0.18% 40
2022
Q3 		– Sell
-507
Closed -$69K – 37
2022
Q2 		$69K Sell
507
-3,793
-88% -$574K 0.07% 50
2022
Q1 		$751K Sell
4,300
-15,566
-78% -$2.62M 0.55% 42
2021
Q4 		$3.53M Sell
19,866
-8,892
-31% -$1.41M 2.24% 15
2021
Q3 		$4.07M Buy
28,758
+784
+3% +$115K 2.86% 9
2021
Q2 		$3.83M Buy
27,974
+2,926
+12% +$379K 2.9% 8
2021
Q1 		$3.06M Buy
+25,048
New +$3.22M 3.22% 5

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Regency Capital Management's AAPL Position: Q1 2026 in Review

Regency Capital Management increased its Apple (AAPL) stake by 20% in Q1 2026, buying an estimated $1.38M and bringing the position to 31,674 shares worth $8.04M. The position accounts for 3.6% of the portfolio, ranked #8.

Regency Capital Management first reported a position in AAPL in Q1 2021 and has held it in 18 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Regency Capital Management held 31,674 shares of Apple worth $8.04M as of Q1 2026.
  • Regency Capital Management bought 5,318 Apple shares in Q1 2026, an estimated $1.38M.
  • Apple made up 3.6% of Regency Capital Management's portfolio in Q1 2026, its #8 holding.
  • Regency Capital Management first reported a position in Apple in Q1 2021 and has held it in 18 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Regency Capital Management's 13F filing for Q1 2026, filed 5 May 2026.