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Warburton Capital Management’s Apple AAPL Stock Holding History

Warburton 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 		$2.91M Buy
10,069
+687
+7% +$197K 1.18% 11
2026
Q1 		$2.44M Buy
9,382
+817
+10% +$213K 1.19% 10
2025
Q4 		$2.33M Buy
8,565
+697
+9% +$187K 1.31% 10
2025
Q3 		$2.01M Buy
7,868
+394
+5% +$89K 1.21% 11
2025
Q2 		$1.58M Buy
7,474
+937
+14% +$189K 0.94% 13
2025
Q1 		$1.45M Buy
6,537
+1,370
+27% +$317K 1.05% 10
2024
Q4 		$1.29M Buy
+5,167
New +$1.22M 0.97% 8

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Warburton Capital Management increased its Apple (AAPL) stake by 7.3% in Q2 2026, buying an estimated $197K and bringing the position to 10,069 shares worth $2.91M. The position accounts for 1.18% of the portfolio, ranked #11.

Warburton Capital Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,653 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Warburton Capital Management held 10,069 shares of Apple worth $2.91M as of Q2 2026.
  • Warburton Capital Management bought 687 Apple shares in Q2 2026, an estimated $197K.
  • Apple made up 1.18% of Warburton Capital Management's portfolio in Q2 2026, its #11 holding.
  • Warburton Capital Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 3,653 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.