CAWM
AAPL icon

Capital A Wealth Management’s Apple AAPL Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$278K Sell
1,443
-11,167
-89% -$2.26M 3.11% 2
2025
Q1 		$2.8M Buy
12,610
+8,367
+197% +$1.94M 2.94% 9
2024
Q4 		$1.06M Buy
+4,243
New +$1,000K 1.76% 13

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's AAPL Position: Q2 2025 in Review

Capital A Wealth Management reduced its Apple (AAPL) stake by 89% in Q2 2025, selling an estimated $2.26M and leaving 1,443 shares worth $278K. The position accounts for 3.11% of the portfolio, ranked #2.

Capital A Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.8M in Q1 2025. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Capital A Wealth Management held 1,443 shares of Apple worth $278K as of Q2 2025.
  • Capital A Wealth Management sold 11,167 Apple shares in Q2 2025, an estimated $2.26M.
  • Apple made up 3.11% of Capital A Wealth Management's portfolio in Q2 2025, its #2 holding.
  • Capital A Wealth Management first reported a position in Apple in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Apple position peaked at $2.8M in Q1 2025.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.