Waratah Capital Advisors’s Apple AAPL Stock Holding History

Waratah Capital Advisors’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
2024 Q4	–	Sell	-22,100	Closed	-$5.15M	–	148
2024 Q3	$5.15M	Buy	+22,100	New	+$4.94M	0.1%	83
2021 Q3	–	Sell	-800,000	Closed	-$110M	–	257
2021 Q2	$110M	Buy	+800,000	New	+$104M	1.54%	7

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Waratah Capital Advisors's AAPL Position: Q2 2026 in Review

Waratah Capital Advisors sold out of Apple (AAPL) in Q2 2026, closing a stake of 27,664 shares — an estimated $7.02M sold.

Waratah Capital Advisors first reported a position in AAPL in Q3 2013 and held it in 25 quarters. The position peaked at $30.4M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Waratah Capital Advisors reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
Waratah Capital Advisors sold 27,664 Apple shares in Q2 2026, an estimated $7.02M.
Waratah Capital Advisors first reported a position in Apple in Q3 2013 and held it in 25 quarters.
Waratah Capital Advisors's Apple position peaked at $30.4M in Q4 2024.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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