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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
2026
Q1 		$491K Buy
86,500
+7,200
+9% +$1.87M 0.01% 359
2025
Q4 		$66.1K Sell
79,300
-8,400
-10% -$2.26M ﹤0.01% 699
2025
Q3 		$112K Sell
87,700
-60,613
-41% -$13.7M ﹤0.01% 715
2025
Q2 		$43.6K Buy
148,313
+79,913
+117% +$16.1M ﹤0.01% 713
2025
Q1 		$330K Buy
68,400
+5,600
+9% +$1.3M 0.01% 438
2024
Q4 		$38.8K Buy
62,800
+14,600
+30% +$3.44M ﹤0.01% 725
2024
Q3 		$88.6K Buy
48,200
+33,000
+217% +$7.37M ﹤0.01% 745
2024
Q2 		$780K Buy
15,200
+14,842
+4,146% +$2.77M 0.02% 288
2024
Q1 		$6.14M Sell
358
-35,442
-99% -$6.44M 0.17% 131
2023
Q4 		$6.89M Hold
35,800
– – 0.22% 109
2023
Q3 		$6.13M Buy
35,800
+30,600
+588% +$5.61M 0.22% 114
2023
Q2 		$1.01M Hold
5,200
– – 0.04% 268
2023
Q1 		$857K Buy
+5,200
New +$767K 0.04% 249
2021
Q1 		– Sell
-11,200
Closed -$1.49M – 808
2020
Q4 		$1.49M Hold
11,200
– – 0.07% 229
2020
Q3 		$1.3M Sell
11,200
-19,600
-64% -$2.14M 0.05% 314
2020
Q2 		$2.81M Sell
30,800
-1,448,900
-98% -$112M 0.15% 130
2020
Q1 		$94.1M Buy
1,479,700
+1,458,500
+6,880% +$107M 6.82% 1
2019
Q4 		$1.56M Sell
21,200
-17,600
-45% -$1.13M 0.09% 194
2019
Q3 		$2.17M Hold
38,800
– – 0.13% 146
2019
Q2 		$1.92M Sell
38,800
-13,200
-25% -$643K 0.11% 171
2019
Q1 		$2.47K Buy
52,000
+4,000
+8% +$170K 0.01% 771
2018
Q4 		$1.89M Hold
48,000
– – 0.13% 150
2018
Q3 		$2.71M Buy
48,000
+4,000
+9% +$208K 0.15% 129
2018
Q2 		$2.04M Buy
+44,000
New +$2M 0.13% 156
2015
Q2 		– Sell
-24,000
Closed -$747K – 773
2015
Q1 		$747K Buy
+24,000
New +$725K 0.08% 247

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

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

Shelton Capital Management reduced its Apple (AAPL) stake by 3% in Q1 2026, selling an estimated $11.3M and leaving 1,403,189 shares worth $356M. The position accounts for 7.79% of the portfolio, ranked #1.

Shelton Capital Management first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $415M in Q1 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Shelton Capital Management held 1,403,189 shares of Apple worth $356M as of Q1 2026.
  • Shelton Capital Management sold 43,482 Apple shares in Q1 2026, an estimated $11.3M.
  • Apple made up 7.79% of Shelton Capital Management's portfolio in Q1 2026, its #1 holding.
  • Shelton Capital Management first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
  • Shelton Capital Management's Apple position peaked at $415M in Q1 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.