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Thames Capital Management’s Apple AAPL Stock Holding History

Thames 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 		$15.7M Hold
61,806
– – 2.81% 13
2025
Q4 		$16.8M Hold
61,806
– – 2.44% 18
2025
Q3 		$15.7M Hold
61,806
– – 2.25% 20
2025
Q2 		$12.7M Hold
61,806
– – 2.87% 16
2025
Q1 		$13.7M Hold
61,806
– – 5.27% 9
2024
Q4 		$15.5M Hold
61,806
– – 4.2% 11
2024
Q3 		$14.4M Sell
61,806
-21,273
-26% -$4.75M 4.49% 8
2024
Q2 		$17.5M Hold
83,079
– – 6.85% 2
2024
Q1 		$14.2M Sell
83,079
-6,606
-7% -$1.2M 5.93% 5
2023
Q4 		$17.3M Sell
89,685
-13,279
-13% -$2.45M 8.9% 3
2023
Q3 		$17.6M Sell
102,964
-19,557
-16% -$3.59M 10.07% 1
2023
Q2 		$23.8M Hold
122,521
– – 12.66% 1
2023
Q1 		$20.2M Sell
122,521
-59,299
-33% -$8.75M 14.22% 1
2022
Q4 		$23.6M Hold
181,820
– – 11.22% 1
2022
Q3 		$25.1M Hold
181,820
– – 12.47% 1
2022
Q2 		$24.9M Hold
181,820
– – 9.98% 1
2022
Q1 		$31.7M Hold
181,820
– – 6.7% 1
2021
Q4 		$32.3M Sell
181,820
-579
-0.3% -$91.5K 6.18% 1
2021
Q3 		$25.8M Sell
182,399
-113
-0.1% -$16.6K 5.63% 3
2021
Q2 		$25M Sell
182,512
-310
-0.2% -$40.2K 5.86% 2
2021
Q1 		$22.3M Sell
182,822
-114
-0.1% -$14.6K 5.15% 1
2020
Q4 		$24.3M Hold
182,936
– – 6.83% 1
2020
Q3 		$21.2M Hold
182,936
– – 7.47% 1
2020
Q2 		$16.7M Hold
182,936
– – 6.55% 3
2020
Q1 		$11.6M Buy
+182,936
New +$13.5M 9.12% 4

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

Thames Capital Management's AAPL Position: Q1 2026 in Review

Thames Capital Management held its Apple (AAPL) position steady in Q1 2026 at 61,806 shares worth $15.7M. The position accounts for 2.81% of the portfolio, ranked #13.

Thames Capital Management first reported a position in AAPL in Q1 2020 and has held it in 25 quarters since. The position peaked at $32.3M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Thames Capital Management held 61,806 shares of Apple worth $15.7M as of Q1 2026.
  • Thames Capital Management left its Apple share count unchanged in Q1 2026.
  • Apple made up 2.81% of Thames Capital Management's portfolio in Q1 2026, its #13 holding.
  • Thames Capital Management first reported a position in Apple in Q1 2020 and has held it in 25 quarters since.
  • Thames Capital Management's Apple position peaked at $32.3M in Q4 2021.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Thames Capital Management's 13F filing for Q1 2026, filed 12 May 2026.