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Sage Capital Management’s Apple AAPL Stock Holding History

Sage 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 		$2.91M Sell
10,053
-347
-3% -$99.3K 1.14% 25
2026
Q1 		$2.64M Buy
10,400
+199
+2% +$51.8K 1.24% 23
2025
Q4 		$2.77M Sell
10,201
-3,315
-25% -$890K 1.28% 21
2025
Q3 		$3.44M Buy
13,516
+8
+0.1% +$1.81K 1.55% 19
2025
Q2 		$2.77M Buy
13,508
+11
+0.1% +$2.22K 1.33% 21
2025
Q1 		$3M Sell
13,497
-13,897
-51% -$3.22M 1.63% 17
2024
Q4 		$6.86M Sell
27,394
-1,472
-5% -$347K 3.47% 6
2024
Q3 		$6.73M Buy
28,866
+306
+1% +$68.3K 3.23% 6
2024
Q2 		$6.02M Buy
28,560
+15
+0.1% +$2.8K 3.16% 6
2024
Q1 		$4.89M Buy
28,545
+31
+0.1% +$5.64K 2.66% 7
2023
Q4 		$5.49M Buy
+28,514
New +$5.26M 3.28% 5

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

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

Sage Capital Management reduced its Apple (AAPL) stake by 3.3% in Q2 2026, selling an estimated $99.3K and leaving 10,053 shares worth $2.91M. The position accounts for 1.14% of the portfolio, ranked #25.

Sage Capital Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.86M in Q4 2024. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sage Capital Management held 10,053 shares of Apple worth $2.91M as of Q2 2026.
  • Sage Capital Management sold 347 Apple shares in Q2 2026, an estimated $99.3K.
  • Apple made up 1.14% of Sage Capital Management's portfolio in Q2 2026, its #25 holding.
  • Sage Capital Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Sage Capital Management's Apple position peaked at $6.86M in Q4 2024.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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