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Sheridan Capital Management’s Apple AAPL Stock Holding History

Sheridan 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 		$1.66M Buy
5,734
+2
+0% +$572 0.8% 21
2026
Q1 		$1.45M Sell
5,732
-336
-6% -$87.4K 0.77% 21
2025
Q4 		$1.65M Buy
6,068
+68
+1% +$18.3K 0.84% 24
2025
Q3 		$1.53M Buy
6,000
+135
+2% +$30.5K 0.81% 23
2025
Q2 		$1.2M Buy
5,865
+736
+14% +$149K 0.83% 19
2025
Q1 		$1.14M Buy
5,129
+84
+2% +$19.5K 0.83% 20
2024
Q4 		$1.26M Buy
5,045
+18
+0.4% +$4.24K 0.89% 19
2024
Q3 		$1.17M Buy
5,027
+4
+0.1% +$893 0.83% 20
2024
Q2 		$1.09M Sell
5,023
-20
-0.4% -$3.73K 0.81% 19
2024
Q1 		$865K Buy
5,043
+933
+23% +$170K 0.65% 19
2023
Q4 		$791K Buy
+4,110
New +$759K 0.64% 18

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

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

Sheridan Capital Management increased its Apple (AAPL) stake by 0.03% in Q2 2026, buying an estimated $572 and bringing the position to 5,734 shares worth $1.66M. The position accounts for 0.8% of the portfolio, ranked #21.

Sheridan Capital Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sheridan Capital Management held 5,734 shares of Apple worth $1.66M as of Q2 2026.
  • Sheridan Capital Management bought 2 Apple shares in Q2 2026, an estimated $572.
  • Apple made up 0.8% of Sheridan Capital Management's portfolio in Q2 2026, its #21 holding.
  • Sheridan Capital Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sheridan Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.