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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

SCS Capital Management reduced its Apple (AAPL) stake by 6.4% in Q1 2026, selling an estimated $3.53M and leaving 198,859 shares worth $50.5M. The position accounts for 0.53% of the portfolio, ranked #31.

SCS Capital Management first reported a position in AAPL in Q1 2020 and has held it in 25 quarters since. The position peaked at $68.8M in Q4 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • SCS Capital Management held 198,859 shares of Apple worth $50.5M as of Q1 2026.
  • SCS Capital Management sold 13,576 Apple shares in Q1 2026, an estimated $3.53M.
  • Apple made up 0.53% of SCS Capital Management's portfolio in Q1 2026, its #31 holding.
  • SCS Capital Management first reported a position in Apple in Q1 2020 and has held it in 25 quarters since.
  • SCS Capital Management's Apple position peaked at $68.8M in Q4 2024.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.