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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
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 $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

TAGStone Capital's AAPL Position: Q1 2026 in Review

TAGStone Capital increased its Apple (AAPL) stake by 44% in Q1 2026, buying an estimated $893K and bringing the position to 11,299 shares worth $2.87M. The position accounts for 1.01% of the portfolio, ranked #29.

TAGStone Capital first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • TAGStone Capital held 11,299 shares of Apple worth $2.87M as of Q1 2026.
  • TAGStone Capital bought 3,431 Apple shares in Q1 2026, an estimated $893K.
  • Apple made up 1.01% of TAGStone Capital's portfolio in Q1 2026, its #29 holding.
  • TAGStone Capital first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.