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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
Q2 		$5.94M Sell
20,531
-91
-0.4% -$26K 2.96% 9
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 $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

Capasso Planning Partners's AAPL Position: Q2 2026 in Review

Capasso Planning Partners reduced its Apple (AAPL) stake by 0.44% in Q2 2026, selling an estimated $26K and leaving 20,531 shares worth $5.94M. The position accounts for 2.96% of the portfolio, ranked #9.

Capasso Planning Partners first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q3 2024. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Capasso Planning Partners held 20,531 shares of Apple worth $5.94M as of Q2 2026.
  • Capasso Planning Partners sold 91 Apple shares in Q2 2026, an estimated $26K.
  • Apple made up 2.96% of Capasso Planning Partners's portfolio in Q2 2026, its #9 holding.
  • Capasso Planning Partners first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Capasso Planning Partners's Apple position peaked at $11.9M in Q3 2024.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.