SCM
AAPL icon

Shelton Capital Management’s Apple AAPL Stock Holding History

Shelton 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
2022
Q2 		– Sell
-4,300
Closed -$751K – 713
2022
Q1 		$751K Buy
+4,300
New +$723K 0.03% 298

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

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

Shelton Capital Management reduced its Apple (AAPL) stake by 4.8% in Q2 2026, selling an estimated $19.2M and leaving 1,336,116 shares worth $387M. The position accounts for 7.17% of the portfolio, ranked #1.

Shelton Capital Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $415M in Q1 2025. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Shelton Capital Management held 1,336,116 shares of Apple worth $387M as of Q2 2026.
  • Shelton Capital Management sold 67,073 Apple shares in Q2 2026, an estimated $19.2M.
  • Apple made up 7.17% of Shelton Capital Management's portfolio in Q2 2026, its #1 holding.
  • Shelton Capital Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Shelton Capital Management's Apple position peaked at $415M in Q1 2025.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.