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Waterloo Capital’s Apple AAPL Stock Holding History

Waterloo Capital’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 		$41.5M Buy
143,351
+20,031
+16% +$5.73M 2.33% 5
2026
Q1 		$31.3M Sell
123,320
-16,334
-12% -$4.25M 2.2% 6
2025
Q4 		$38M Buy
139,654
+7,559
+6% +$2.03M 2.73% 4
2025
Q3 		$33.6M Buy
132,095
+20,235
+18% +$4.57M 2.5% 5
2025
Q2 		$23M Buy
111,860
+4,050
+4% +$818K 1.85% 11
2025
Q1 		$23.9M Buy
107,810
+30,056
+39% +$6.96M 2.23% 9
2024
Q4 		$19.5M Buy
77,754
+2,611
+3% +$615K 2.05% 8
2024
Q3 		$17.5M Buy
75,143
+907
+1% +$203K 1.91% 10
2024
Q2 		$15.6M Buy
74,236
+12,394
+20% +$2.31M 1.88% 9
2024
Q1 		$10.6M Buy
61,842
+5,309
+9% +$965K 1.35% 18
2023
Q4 		$10.9M Buy
56,533
+8,190
+17% +$1.51M 1.76% 8
2023
Q3 		$8.28M Buy
48,343
+569
+1% +$104K 2.43% 10
2023
Q2 		$9.27M Buy
47,774
+2,171
+5% +$378K 2.74% 11
2023
Q1 		$7.52M Buy
+45,603
New +$6.73M 2.33% 14
2020
Q1 		$3.61M Buy
+56,720
New +$4.17M 2.56% 7

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

Waterloo Capital's AAPL Position: Q2 2026 in Review

Waterloo Capital increased its Apple (AAPL) stake by 16% in Q2 2026, buying an estimated $5.73M and bringing the position to 143,351 shares worth $41.5M. The position accounts for 2.33% of the portfolio, ranked #5.

Waterloo Capital first reported a position in AAPL in Q1 2020 and has held it in 15 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Waterloo Capital held 143,351 shares of Apple worth $41.5M as of Q2 2026.
  • Waterloo Capital bought 20,031 Apple shares in Q2 2026, an estimated $5.73M.
  • Apple made up 2.33% of Waterloo Capital's portfolio in Q2 2026, its #5 holding.
  • Waterloo Capital first reported a position in Apple in Q1 2020 and has held it in 15 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.