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Safe Harbor Family Capital’s Apple AAPL Stock Holding History

Safe Harbor Family Capital’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 		$1.04M Sell
3,594
-624
-15% -$178K 0.69% 15
2026
Q1 		$1.07M Hold
4,218
– – 0.84% 14
2025
Q4 		$1.15M Buy
+4,218
New +$1.13M 1.01% 14

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Safe Harbor Family Capital's AAPL Position: Q2 2026 in Review

Safe Harbor Family Capital reduced its Apple (AAPL) stake by 15% in Q2 2026, selling an estimated $178K and leaving 3,594 shares worth $1.04M. The position accounts for 0.69% of the portfolio, ranked #15.

Safe Harbor Family Capital first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2025. 5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Safe Harbor Family Capital held 3,594 shares of Apple worth $1.04M as of Q2 2026.
  • Safe Harbor Family Capital sold 624 Apple shares in Q2 2026, an estimated $178K.
  • Apple made up 0.69% of Safe Harbor Family Capital's portfolio in Q2 2026, its #15 holding.
  • Safe Harbor Family Capital first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Safe Harbor Family Capital's Apple position peaked at $1.15M in Q4 2025.
  • 5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.