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Spectrum Strategic Capital Management’s Apple AAPL Stock Holding History

Spectrum Strategic 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 		$7.57M Sell
26,178
-28
-0.1% -$8.01K 3.75% 7
2026
Q1 		$6.65M Buy
26,206
+746
+3% +$194K 3.58% 8
2025
Q4 		$6.92M Buy
25,460
+5,087
+25% +$1.37M 3.68% 7
2025
Q3 		$5.19M Sell
20,373
-99
-0.5% -$22.4K 2.66% 9
2025
Q2 		$4.2M Buy
20,472
+2,996
+17% +$605K 2.11% 11
2025
Q1 		$3.88M Sell
17,476
-608
-3% -$141K 2.43% 8
2024
Q4 		$4.53M Sell
18,084
-303
-2% -$71.4K 2.85% 7
2024
Q3 		$4.28M Sell
18,387
-128
-0.7% -$28.6K 2.91% 6
2024
Q2 		$3.9M Sell
18,515
-1,150
-6% -$214K 2.85% 7
2024
Q1 		$3.37M Sell
19,665
-4
-0% -$727 2.57% 8
2023
Q4 		$3.79M Buy
+19,669
New +$3.63M 3.25% 6

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

Spectrum Strategic Capital Management's AAPL Position: Q2 2026 in Review

Spectrum Strategic Capital Management reduced its Apple (AAPL) stake by 0.11% in Q2 2026, selling an estimated $8.01K and leaving 26,178 shares worth $7.57M. The position accounts for 3.75% of the portfolio, ranked #7.

Spectrum Strategic Capital Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Spectrum Strategic Capital Management held 26,178 shares of Apple worth $7.57M as of Q2 2026.
  • Spectrum Strategic Capital Management sold 28 Apple shares in Q2 2026, an estimated $8.01K.
  • Apple made up 3.75% of Spectrum Strategic Capital Management's portfolio in Q2 2026, its #7 holding.
  • Spectrum Strategic Capital Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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