Richardson Capital Management’s Apple AAPL Stock Holding History

Richardson 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	$247K	Sell	853 -890	-51%	-$255K	0.11%	42
2026 Q1	$442K	Buy	1,743 +886	+103%	+$231K	0.21%	21
2025 Q4	$233K	Hold	857	–	–	0.12%	33
2025 Q3	$218K	Sell	857 -29	-3%	-$6.55K	0.1%	34
2025 Q2	$182K	Sell	886 -822	-48%	-$166K	0.1%	40
2025 Q1	$379K	Buy	1,708 +14	+0.8%	+$3.24K	0.24%	17
2024 Q4	$424K	Hold	1,694	–	–	0.27%	18
2024 Q3	$395K	Sell	1,694 -19	-1%	-$4.24K	0.28%	17
2024 Q2	$361K	Buy	1,713 +34	+2%	+$6.34K	0.28%	18
2024 Q1	$288K	Buy	1,679 +1,424	+558%	+$259K	0.24%	23
2023 Q4	$49.2K	Buy	+255	New	+$47.1K	0.05%	57

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Richardson Capital Management reduced its Apple (AAPL) stake by 51% in Q2 2026, selling an estimated $255K and leaving 853 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #42.

Richardson Capital Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $442K in Q1 2026. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Richardson Capital Management held 853 shares of Apple worth $247K as of Q2 2026.
Richardson Capital Management sold 890 Apple shares in Q2 2026, an estimated $255K.
Apple made up 0.11% of Richardson Capital Management's portfolio in Q2 2026, its #42 holding.
Richardson Capital Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Richardson Capital Management's Apple position peaked at $442K in Q1 2026.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.