RMR Capital Management’s Apple AAPL Stock Holding History

RMR 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 Q3	$1.67M	Hold	5,006	–	–	1.17%	29
2026 Q2	$1.45M	Sell	5,006 -1,040	-17%	-$297K	1%	33
2026 Q1	$1.53M	Hold	6,046	–	–	1.11%	30
2025 Q4	$1.64M	Sell	6,046 -50	-0.8%	-$13.4K	1.18%	30
2025 Q3	$1.55M	Hold	6,096	–	–	1.08%	29
2025 Q2	$1.25M	Sell	6,096 -1,736	-22%	-$351K	0.89%	31
2025 Q1	$1.74M	Hold	7,832	–	–	1.23%	25
2024 Q4	$1.96M	Hold	7,832	–	–	1.45%	19
2024 Q3	$1.82M	Hold	7,832	–	–	1.5%	19
2024 Q2	$1.65M	Hold	7,832	–	–	1.51%	19
2024 Q1	$1.34M	Hold	7,832	–	–	1.23%	26
2023 Q4	$1.51M	Buy	+7,832	New	+$1.45M	1.72%	17

Other funds holding AAPL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

RMR Capital Management's AAPL Position: Q3 2026 in Review

RMR Capital Management held its Apple (AAPL) position steady in Q3 2026 at 5,006 shares worth $1.67M. The position accounts for 1.17% of the portfolio, ranked #29.

RMR Capital Management first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.96M in Q4 2024. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

RMR Capital Management held 5,006 shares of Apple worth $1.67M as of Q3 2026.
RMR Capital Management left its Apple share count unchanged in Q3 2026.
Apple made up 1.17% of RMR Capital Management's portfolio in Q3 2026, its #29 holding.
RMR Capital Management first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
RMR Capital Management's Apple position peaked at $1.96M in Q4 2024.
4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on RMR Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.