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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
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 $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

Spectrum Strategic Capital Management's AAPL Position: Q1 2026 in Review

Spectrum Strategic Capital Management increased its Apple (AAPL) stake by 2.9% in Q1 2026, buying an estimated $194K and bringing the position to 26,206 shares worth $6.65M. The position accounts for 3.58% of the portfolio, ranked #8.

Spectrum Strategic Capital Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.92M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Spectrum Strategic Capital Management held 26,206 shares of Apple worth $6.65M as of Q1 2026.
  • Spectrum Strategic Capital Management bought 746 Apple shares in Q1 2026, an estimated $194K.
  • Apple made up 3.58% of Spectrum Strategic Capital Management's portfolio in Q1 2026, its #8 holding.
  • Spectrum Strategic Capital Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Spectrum Strategic Capital Management's Apple position peaked at $6.92M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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