TCM
AAPL icon

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
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 $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

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

Towneley Capital Management opened a new position in Apple (AAPL) in Q1 2026: 856 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #40 among its holdings. This is a return to the name: Towneley Capital Management previously reported a position in AAPL as recently as Q3 2025.

Towneley Capital Management first reported a position in AAPL in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.54M in Q1 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Towneley Capital Management held 856 shares of Apple worth $217K as of Q1 2026.
  • Apple was a new Towneley Capital Management position in Q1 2026.
  • Apple made up 0.05% of Towneley Capital Management's portfolio in Q1 2026, its #40 holding.
  • Towneley Capital Management first reported a position in Apple in Q4 2024 and has held it in 4 quarters since.
  • Towneley Capital Management's Apple position peaked at $2.54M in Q1 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Towneley Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.