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Towneley Capital Management’s Apple AAPL Stock Holding History

Towneley 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 		– Sell
-856
Closed -$217K – 47
2026
Q1 		$217K Buy
+856
New +$223K 0.05% 40
2025
Q4 		– Sell
-820
Closed -$209K – 41
2025
Q3 		$209K Buy
+820
New +$185K 0.05% 36
2025
Q2 		– Sell
-11,420
Closed -$2.54M – 35
2025
Q1 		$2.54M Buy
11,420
+10,267
+890% +$2.38M 0.59% 18
2024
Q4 		$289K Buy
+1,153
New +$272K 0.07% 39

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

Towneley Capital Management's AAPL Position: Q2 2026 in Review

Towneley Capital Management sold out of Apple (AAPL) in Q2 2026, closing a stake of 856 shares — an estimated $217K sold.

Towneley Capital Management first reported a position in AAPL in Q4 2024 and held it in 4 quarters. The position peaked at $2.54M in Q1 2025. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Towneley Capital Management reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
  • Towneley Capital Management sold 856 Apple shares in Q2 2026, an estimated $217K.
  • Towneley Capital Management first reported a position in Apple in Q4 2024 and held it in 4 quarters.
  • Towneley Capital Management's Apple position peaked at $2.54M in Q1 2025.
  • 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.