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TAGStone Capital’s Apple AAPL Stock Holding History

TAGStone 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
Q2 		$3.75M Buy
12,951
+1,652
+15% +$473K 1.19% 26
2026
Q1 		$2.87M Buy
11,299
+3,431
+44% +$893K 1.01% 29
2025
Q4 		$2.14M Buy
7,868
+26
+0.3% +$6.98K 0.8% 31
2025
Q3 		$2M Buy
7,842
+1
+0% +$226 0.79% 30
2025
Q2 		$1.8M Buy
7,841
+2,802
+56% +$566K 0.74% 30
2025
Q1 		$1.12M Sell
5,039
-23
-0.5% -$5.33K 0.55% 40
2024
Q4 		$1.27M Buy
5,062
+1,445
+40% +$341K 0.62% 35
2024
Q3 		$843K Buy
3,617
+1,163
+47% +$260K 0.43% 42
2024
Q2 		$517K Buy
2,454
+212
+9% +$39.5K 0.29% 54
2024
Q1 		$384K Buy
2,242
+81
+4% +$14.7K 0.22% 65
2023
Q4 		$416K Sell
2,161
-18
-0.8% -$3.32K 0.27% 59
2023
Q3 		$373K Sell
2,179
-23
-1% -$4.22K 0.27% 61
2023
Q2 		$427K Sell
2,202
-23
-1% -$4.01K 0.31% 56
2023
Q1 		$367K Buy
2,225
+2
+0.1% +$295 0.27% 60
2022
Q4 		$289K Sell
2,223
-43
-2% -$6.14K 0.24% 60
2022
Q3 		$313K Buy
2,266
+5
+0.2% +$785 0.29% 62
2022
Q2 		$309K Buy
2,261
+464
+26% +$70.3K 0.29% 60
2022
Q1 		$314K Buy
1,797
+73
+4% +$12.3K 0.26% 60
2021
Q4 		$306K Buy
+1,724
New +$272K 0.25% 60

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

TAGStone Capital's AAPL Position: Q2 2026 in Review

TAGStone Capital increased its Apple (AAPL) stake by 15% in Q2 2026, buying an estimated $473K and bringing the position to 12,951 shares worth $3.75M. The position accounts for 1.19% of the portfolio, ranked #26.

TAGStone Capital first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • TAGStone Capital held 12,951 shares of Apple worth $3.75M as of Q2 2026.
  • TAGStone Capital bought 1,652 Apple shares in Q2 2026, an estimated $473K.
  • Apple made up 1.19% of TAGStone Capital's portfolio in Q2 2026, its #26 holding.
  • TAGStone Capital first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.