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Ridgepath Capital Management’s Apple AAPL Stock Holding History

Ridgepath 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 		$2.34M Buy
8,097
+1,178
+17% +$337K 1.03% 19
2026
Q1 		$1.76M Buy
6,919
+1,998
+41% +$520K 0.87% 22
2025
Q4 		$1.25M Hold
4,921
– – 0.58% 18
2025
Q3 		$1.25M Sell
4,921
-331
-6% -$74.8K 0.53% 20
2025
Q2 		$1.08M Buy
5,252
+372
+8% +$75.1K 0.5% 22
2025
Q1 		$1.08M Buy
4,880
+3
+0.1% +$695 0.52% 24
2024
Q4 		$1.22M Sell
4,877
-1,151
-19% -$271K 0.56% 21
2024
Q3 		$1.4M Buy
6,028
+1,140
+23% +$255K 1.12% 17
2024
Q2 		$1.03M Sell
4,888
-14,806
-75% -$2.76M 1.01% 18
2024
Q1 		$3.38M Buy
19,694
+13,558
+221% +$2.47M 3.8% 8
2023
Q4 		$1.18M Buy
+6,136
New +$1.13M 2.27% 13

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

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

Ridgepath Capital Management increased its Apple (AAPL) stake by 17% in Q2 2026, buying an estimated $337K and bringing the position to 8,097 shares worth $2.34M. The position accounts for 1.03% of the portfolio, ranked #19.

Ridgepath Capital Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.38M in Q1 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ridgepath Capital Management held 8,097 shares of Apple worth $2.34M as of Q2 2026.
  • Ridgepath Capital Management bought 1,178 Apple shares in Q2 2026, an estimated $337K.
  • Apple made up 1.03% of Ridgepath Capital Management's portfolio in Q2 2026, its #19 holding.
  • Ridgepath Capital Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Ridgepath Capital Management's Apple position peaked at $3.38M in Q1 2024.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ridgepath Capital Management's 13F filing for Q2 2026, filed 20 Aug 2026.