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Sullivan Wood Capital Management’s Apple AAPL Stock Holding History

Sullivan Wood 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 		$1.31M Sell
4,518
-1,040
-19% -$297K 1.79% 14
2026
Q1 		$1.41M Sell
5,558
-300
-5% -$78.1K 2.47% 11
2025
Q4 		$1.59M Buy
5,858
+1,000
+21% +$268K 2.4% 11
2025
Q3 		$1.24M Hold
4,858
– – 1.82% 10
2025
Q2 		$997K Buy
+4,858
New +$981K 2.08% 10

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

Sullivan Wood Capital Management's AAPL Position: Q2 2026 in Review

Sullivan Wood Capital Management reduced its Apple (AAPL) stake by 19% in Q2 2026, selling an estimated $297K and leaving 4,518 shares worth $1.31M. The position accounts for 1.79% of the portfolio, ranked #14.

Sullivan Wood Capital Management first reported a position in AAPL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sullivan Wood Capital Management held 4,518 shares of Apple worth $1.31M as of Q2 2026.
  • Sullivan Wood Capital Management sold 1,040 Apple shares in Q2 2026, an estimated $297K.
  • Apple made up 1.79% of Sullivan Wood Capital Management's portfolio in Q2 2026, its #14 holding.
  • Sullivan Wood Capital Management first reported a position in Apple in Q2 2025 and has held it in 5 quarters since.
  • Sullivan Wood Capital Management's Apple position peaked at $1.59M in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sullivan Wood Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.