SCS Capital Management
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SCS Capital Management’s Apple AAPL Stock Holding History

SCS 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 		$61.5M Sell
184,771
-5,717
-3% -$1.84M 0.55% 27
2026
Q2 		$55.1M Sell
190,488
-8,371
-4% -$2.39M 0.52% 32
2026
Q1 		$50.5M Sell
198,859
-13,576
-6% -$3.53M 0.53% 31
2025
Q4 		$57.8M Sell
212,435
-8,300
-4% -$2.23M 0.61% 27
2025
Q3 		$56.2M Sell
220,735
-11,890
-5% -$2.69M 0.61% 25
2025
Q2 		$47.7M Buy
232,625
+15,079
+7% +$3.05M 0.53% 28
2025
Q1 		$48.3M Sell
217,546
-57,127
-21% -$13.2M 0.61% 25
2024
Q4 		$68.8M Buy
274,673
+267
+0.1% +$62.9K 1.42% 16
2024
Q3 		$63.9M Buy
274,406
+30,257
+12% +$6.76M 1.29% 16
2024
Q2 		$51.4M Buy
244,149
+213,934
+708% +$39.9M 1.08% 20
2024
Q1 		$5.18M Buy
30,215
+4
+0% +$727 0.11% 48
2023
Q4 		$5.82M Buy
30,211
+3
+0% +$554 0.13% 48
2023
Q3 		$5.17M Sell
30,208
-48,038
-61% -$8.81M 0.14% 39
2023
Q2 		$15.2M Sell
78,246
-143,882
-65% -$25.1M 0.37% 30
2023
Q1 		$36.6M Sell
222,128
-20,979
-9% -$3.1M 1.08% 15
2022
Q4 		$31.6M Sell
243,107
-64,354
-21% -$9.2M 0.93% 19
2022
Q3 		$42.5M Sell
307,461
-81,018
-21% -$12.7M 1.26% 13
2022
Q2 		$53.1M Buy
388,479
+20,327
+6% +$3.08M 1.47% 15
2022
Q1 		$64.3M Buy
368,152
+920
+0.3% +$155K 1.47% 13
2021
Q4 		$65.2M Buy
367,232
+65,972
+22% +$10.4M 1.43% 14
2021
Q3 		$42.6M Hold
301,260
– – 0.91% 16
2021
Q2 		$41.3M Hold
301,260
– – 0.78% 17
2021
Q1 		$36.8M Buy
301,260
+12,518
+4% +$1.61M 0.7% 18
2020
Q4 		$38.3M Sell
288,742
-4,569
-2% -$550K 0.76% 18
2020
Q3 		$34M Buy
293,311
+126,459
+76% +$13.8M 0.7% 19
2020
Q2 		$15.2M Hold
166,852
– – 0.33% 22
2020
Q1 		$10.6M Buy
+166,852
New +$12.3M 0.33% 25

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

SCS Capital Management reduced its Apple (AAPL) stake by 3% in Q3 2026, selling an estimated $1.84M and leaving 184,771 shares worth $61.5M. The position accounts for 0.55% of the portfolio, ranked #27.

SCS Capital Management first reported a position in AAPL in Q1 2020 and has held it in 27 quarters since. The position peaked at $68.8M in Q4 2024. 5,179 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • SCS Capital Management held 184,771 shares of Apple worth $61.5M as of Q3 2026.
  • SCS Capital Management sold 5,717 Apple shares in Q3 2026, an estimated $1.84M.
  • Apple made up 0.55% of SCS Capital Management's portfolio in Q3 2026, its #27 holding.
  • SCS Capital Management first reported a position in Apple in Q1 2020 and has held it in 27 quarters since.
  • SCS Capital Management's Apple position peaked at $68.8M in Q4 2024.
  • 5,179 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on SCS Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.