Rockefeller Capital Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.7B Buy
6,683,923
+179,000
+3% +$46.6M 3.01% 2
2025
Q4
$1.77B Buy
6,504,923
+245,651
+4% +$65.9M 3.18% 3
2025
Q3
$1.59B Buy
6,259,272
+173,307
+3% +$39.2M 3.12% 3
2025
Q2
$1.29B Buy
6,085,965
+58,137
+1% +$11.7M 2.84% 4
2025
Q1
$1.34B Buy
6,027,828
+302,589
+5% +$70.1M 3.3% 3
2024
Q4
$1.43B Sell
5,725,239
-16,442
-0.3% -$3.87M 3.71% 2
2024
Q3
$1.34B Sell
5,741,681
-144,636
-2% -$32.3M 3.6% 2
2024
Q2
$1.24B Buy
5,886,317
+64,952
+1% +$12.1M 3.52% 2
2024
Q1
$998M Sell
5,821,365
-127,332
-2% -$23.2M 2.91% 3
2023
Q4
$1.15B Buy
5,948,697
+218,791
+4% +$40.4M 3.83% 1
2023
Q3
$981M Buy
5,729,906
+221,715
+4% +$40.7M 3.78% 1
2023
Q2
$1.07B Buy
5,508,191
+48,268
+0.9% +$8.41M 4.13% 1
2023
Q1
$900M Buy
5,459,923
+229,736
+4% +$33.9M 3.87% 2
2022
Q4
$680M Sell
5,230,187
-339,824
-6% -$48.6M 3.42% 2
2022
Q3
$770M Buy
5,570,011
+401,222
+8% +$63M 3.98% 1
2022
Q2
$707M Buy
5,168,789
+840,910
+19% +$127M 3.75% 2
2022
Q1
$756M Sell
4,327,879
-307,924
-7% -$51.8M 3.64% 2
2021
Q4
$823M Sell
4,635,803
-24,993
-0.5% -$3.95M 3.84% 2
2021
Q3
$660M Buy
4,660,796
+306,153
+7% +$45.1M 3.47% 2
2021
Q2
$596M Buy
4,354,643
+294,551
+7% +$38.2M 3.36% 2
2021
Q1
$496M Buy
4,060,092
+136,827
+3% +$17.6M 3.36% 2
2020
Q4
$521M Sell
3,923,265
-308,804
-7% -$37.1M 3.94% 2
2020
Q3
$490M Sell
4,232,069
-985,487
-19% -$108M 4.59% 2
2020
Q2
$476M Buy
5,217,556
+231,032
+5% +$17.9M 4.98% 2
2020
Q1
$317M Buy
4,986,524
+3,757,764
+306% +$276M 4.16% 2
2019
Q4
$90.2M Buy
1,228,760
+347,072
+39% +$22.3M 1.12% 21
2019
Q3
$49.4M Buy
881,688
+402,908
+84% +$21.1M 0.67% 36
2019
Q2
$23.7M Sell
478,780
-3,016,864
-86% -$147M 0.33% 72
2019
Q1
$166M Buy
3,495,644
+3,181,868
+1,014% +$135M 2.37% 9
2018
Q4
$12.4M Buy
313,776
+60,896
+24% +$2.95M 0.22% 99
2018
Q3
$14.3M Sell
252,880
-43,388
-15% -$2.26M 0.22% 95
2018
Q2
$13.7M Buy
296,268
+4,236
+1% +$192K 0.22% 92
2018
Q1
$12.3M Buy
+292,032
New +$12.6M 0.2% 97

Other funds holding AAPL

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

Rockefeller Capital Management increased its Apple (AAPL) stake by 2.8% in Q1 2026, buying an estimated $46.6M and bringing the position to 6,683,923 shares worth $1.7B. The position accounts for 3.01% of the portfolio, ranked #2.

Rockefeller Capital Management first reported a position in AAPL in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.77B in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Rockefeller Capital Management held 6,683,923 shares of Apple worth $1.7B as of Q1 2026.
  • Rockefeller Capital Management bought 179,000 Apple shares in Q1 2026, an estimated $46.6M.
  • Apple made up 3.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2 holding.
  • Rockefeller Capital Management first reported a position in Apple in Q1 2018 and has held it in 33 quarters since.
  • Rockefeller Capital Management's Apple position peaked at $1.77B in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.