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 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

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

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

RMR Capital Management reduced its Apple (AAPL) stake by 17% in Q2 2026, selling an estimated $297K and leaving 5,006 shares worth $1.45M. The position accounts for 1% of the portfolio, ranked #33.

RMR Capital Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.96M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

RMR Capital Management held 5,006 shares of Apple worth $1.45M as of Q2 2026.
RMR Capital Management sold 1,040 Apple shares in Q2 2026, an estimated $297K.
Apple made up 1% of RMR Capital Management's portfolio in Q2 2026, its #33 holding.
RMR Capital Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
RMR Capital Management's Apple position peaked at $1.96M in Q4 2024.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on RMR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.