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Tacita Capital’s Apple AAPL Stock Holding History

Tacita Capital’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 		$1.39M Sell
5,484
-395
-7% -$103K 0.82% 35
2025
Q4 		$1.6M Buy
5,879
+161
+3% +$43.2K 0.93% 32
2025
Q3 		$1.46M Buy
5,718
+44
+0.8% +$9.94K 0.88% 32
2025
Q2 		$1.16M Buy
5,674
+865
+18% +$175K 0.75% 35
2025
Q1 		$1.07M Hold
4,809
– – 0.77% 33
2024
Q4 		$1.2M Sell
4,809
-83
-2% -$19.6K 0.86% 32
2024
Q3 		$1.14M Sell
4,892
-610
-11% -$136K 0.74% 33
2024
Q2 		$1.16M Hold
5,502
– – 0.82% 33
2024
Q1 		$943K Buy
5,502
+80
+1% +$14.5K 0.65% 37
2023
Q4 		$1.04M Sell
5,422
-275
-5% -$50.8K 0.77% 36
2023
Q3 		$975K Buy
5,697
+1,350
+31% +$248K 0.76% 37
2023
Q2 		$843K Hold
4,347
– – 0.62% 39
2023
Q1 		$717K Buy
4,347
+150
+4% +$22.1K 0.54% 44
2022
Q4 		$545K Hold
4,197
– – 0.41% 53
2022
Q3 		$580K Hold
4,197
– – 0.45% 47
2022
Q2 		$574K Sell
4,197
-85
-2% -$12.9K 0.4% 46
2022
Q1 		$748K Hold
4,282
– – 0.43% 44
2021
Q4 		$760K Hold
4,282
– – 0.43% 44
2021
Q3 		$606K Sell
4,282
-290
-6% -$42.7K 0.37% 47
2021
Q2 		$626K Hold
4,572
– – 0.38% 47
2021
Q1 		$558K Sell
4,572
-408
-8% -$52.4K 0.36% 54
2020
Q4 		$661K Buy
+4,980
New +$599K 0.44% 44

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

Tacita Capital's AAPL Position: Q1 2026 in Review

Tacita Capital reduced its Apple (AAPL) stake by 6.7% in Q1 2026, selling an estimated $103K and leaving 5,484 shares worth $1.39M. The position accounts for 0.82% of the portfolio, ranked #35.

Tacita Capital first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.6M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Tacita Capital held 5,484 shares of Apple worth $1.39M as of Q1 2026.
  • Tacita Capital sold 395 Apple shares in Q1 2026, an estimated $103K.
  • Apple made up 0.82% of Tacita Capital's portfolio in Q1 2026, its #35 holding.
  • Tacita Capital first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Tacita Capital's Apple position peaked at $1.6M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.