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Capasso Planning Partners’s Apple AAPL Stock Holding History

Capasso Planning Partners’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 		$5.23M Sell
20,622
-127
-0.6% -$33.1K 2.82% 11
2025
Q4 		$5.64M Buy
20,749
+2,302
+12% +$618K 3.09% 9
2025
Q3 		$4.7M Sell
18,447
-3,536
-16% -$799K 2.88% 9
2025
Q2 		$4.51M Sell
21,983
-2,299
-9% -$464K 2.55% 9
2025
Q1 		$5.39M Sell
24,282
-1,710
-7% -$396K 2.26% 10
2024
Q4 		$6.51M Sell
25,992
-25,211
-49% -$5.94M 2.6% 6
2024
Q3 		$11.9M Sell
51,203
-1,614
-3% -$360K 3.52% 5
2024
Q2 		$11.1M Buy
52,817
+15,200
+40% +$2.83M 3.61% 5
2024
Q1 		$6.45M Buy
37,617
+140
+0.4% +$25.5K 2.67% 7
2023
Q4 		$7.22M Buy
37,477
+80
+0.2% +$14.8K 3.37% 6
2023
Q3 		$6.4M Buy
37,397
+217
+0.6% +$39.8K 3.43% 5
2023
Q2 		$7.21M Buy
37,180
+1,503
+4% +$262K 3.88% 5
2023
Q1 		$5.88M Sell
35,677
-1,431
-4% -$211K 3.45% 5
2022
Q4 		$4.82M Buy
37,108
+2,904
+8% +$415K 3.07% 8
2022
Q3 		$4.73M Buy
34,204
+630
+2% +$98.9K 3.3% 9
2022
Q2 		$4.59M Buy
33,574
+527
+2% +$79.8K 3.26% 9
2022
Q1 		$5.77M Buy
33,047
+1,174
+4% +$197K 4.07% 7
2021
Q4 		$5.66M Buy
+31,873
New +$5.04M 4.13% 7

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capasso Planning Partners's AAPL Position: Q1 2026 in Review

Capasso Planning Partners reduced its Apple (AAPL) stake by 0.61% in Q1 2026, selling an estimated $33.1K and leaving 20,622 shares worth $5.23M. The position accounts for 2.82% of the portfolio, ranked #11.

Capasso Planning Partners first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.9M in Q3 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Capasso Planning Partners held 20,622 shares of Apple worth $5.23M as of Q1 2026.
  • Capasso Planning Partners sold 127 Apple shares in Q1 2026, an estimated $33.1K.
  • Apple made up 2.82% of Capasso Planning Partners's portfolio in Q1 2026, its #11 holding.
  • Capasso Planning Partners first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Capasso Planning Partners's Apple position peaked at $11.9M in Q3 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.