Donaldson Capital Management Trims Apple Stake

Institutional investor reduces holdings in tech giant by 0.6% in Q4 2025

Apr. 10, 2026 at 7:36am

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Donaldson Capital Management LLC, a major institutional investor, reduced its holdings in Apple Inc. (NASDAQ: AAPL) by 0.6% during the fourth quarter of 2025, according to a recent 13F filing with the Securities and Exchange Commission (SEC). The firm now owns 565,368 shares of the iPhone maker's stock, valued at $153.7 million as of the end of the quarter.

Why it matters

Apple is one of the most widely held stocks among institutional investors, so changes in ownership by major funds can provide insights into broader market sentiment around the company. Donaldson's modest reduction in its Apple stake may signal some profit-taking or portfolio rebalancing, but does not necessarily indicate a broader shift in institutional confidence in the tech giant.

The details

According to the 13F filing, Donaldson Capital Management sold 3,186 shares of Apple stock during the fourth quarter. The firm's total position in Apple now represents 4.9% of its overall investment portfolio, making it the third-largest holding. Apple's stock price has seen significant volatility in recent quarters amid broader market uncertainty, though the company continues to be a dominant force in the technology sector.

  • Donaldson Capital Management filed its 13F report for the fourth quarter of 2025 on April 10, 2026.
  • The firm reduced its Apple holdings during the three-month period ending December 31, 2025.

The players

Donaldson Capital Management LLC

A major institutional investment firm that manages a diversified portfolio of equity and fixed-income assets.

Apple Inc.

A multinational technology company known for its innovative consumer electronics, software, and digital services, including the iPhone, iPad, Mac, and Apple Watch.

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The takeaway

While Donaldson Capital Management's modest reduction in Apple holdings is noteworthy, it does not necessarily signal a broader shift in institutional confidence in the tech giant. Apple remains one of the most widely held stocks among major investors, and its long-term growth prospects continue to be viewed favorably by the market.