CAP Partners LLC’s Apple AAPL Stock Holding History

CAP Partners LLC’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	$3.83M	Sell	15,097 -869	-5%	-$226K	2.16%	9
2025 Q4	$4.34M	Sell	15,966 -1,059	-6%	-$284K	2.46%	6
2025 Q3	$4.34M	Sell	17,025 -1,072	-6%	-$242K	2.46%	7
2025 Q2	$3.71M	Sell	18,097 -228	-1%	-$46K	2.34%	9
2025 Q1	$4.07M	Sell	18,325 -201	-1%	-$46.6K	2.95%	4
2024 Q4	$4.64M	Sell	18,526 -214	-1%	-$50.4K	3.27%	7
2024 Q3	$4.37M	Sell	18,740 -119	-0.6%	-$26.6K	3.26%	7
2024 Q2	$3.97M	Buy	18,859 +239	+1%	+$44.6K	3.23%	6
2024 Q1	$3.19M	Sell	18,620 -590	-3%	-$107K	2.82%	9
2023 Q4	$3.7M	Buy	+19,210	New	+$3.55M	3.66%	7

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CAP Partners LLC's AAPL Position: Q1 2026 in Review

CAP Partners LLC reduced its Apple (AAPL) stake by 5.4% in Q1 2026, selling an estimated $226K and leaving 15,097 shares worth $3.83M. The position accounts for 2.16% of the portfolio, ranked #9.

CAP Partners LLC first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.64M in Q4 2024. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

CAP Partners LLC held 15,097 shares of Apple worth $3.83M as of Q1 2026.
CAP Partners LLC sold 869 Apple shares in Q1 2026, an estimated $226K.
Apple made up 2.16% of CAP Partners LLC's portfolio in Q1 2026, its #9 holding.
CAP Partners LLC first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
CAP Partners LLC's Apple position peaked at $4.64M in Q4 2024.
6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.