Capital Advisors Inc’s Apple AAPL Stock Holding History

Capital Advisors Inc’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	$255M	Buy	882,325 +3,851	+0.4%	+$1.1M	3.76%	3
2026 Q1	$223M	Buy	878,474 +15,335	+2%	+$3.99M	3.58%	3
2025 Q4	$231M	Buy	863,139 +2,143	+0.2%	+$575K	3.73%	4
2025 Q3	$216M	Buy	860,996 +137,978	+19%	+$31.2M	3.62%	4
2025 Q2	$148M	Buy	723,018 +1,592	+0.2%	+$322K	2.66%	6
2025 Q1	$160M	Buy	721,426 +10,643	+1%	+$2.47M	3.19%	3
2024 Q4	$178M	Buy	710,783 +9,325	+1%	+$2.2M	3.55%	3
2024 Q3	$163M	Buy	701,458 +16,591	+2%	+$3.71M	3.27%	3
2024 Q2	$144M	Buy	684,867 +20,770	+3%	+$3.87M	2.98%	3
2024 Q1	$114M	Sell	664,097 -1,729	-0.3%	-$314K	2.44%	4
2023 Q4	$128M	Sell	665,826 -7,452	-1%	-$1.38M	2.87%	4
2023 Q3	$115M	Buy	673,278 +10,890	+2%	+$2M	3.02%	3
2023 Q2	$128M	Buy	662,388 +37,345	+6%	+$6.51M	3.27%	3
2023 Q1	$103M	Buy	625,043 +13,997	+2%	+$2.07M	2.77%	3
2022 Q4	$79.4M	Buy	611,046 +57,901	+10%	+$8.27M	2.25%	5
2022 Q3	$76.5M	Buy	553,145 +4,385	+0.8%	+$688K	2.37%	4
2022 Q2	$75M	Sell	548,760 -42,981	-7%	-$6.51M	2.25%	5
2022 Q1	$103M	Sell	591,741 -26,667	-4%	-$4.48M	2.83%	4
2021 Q4	$110M	Buy	618,408 +8,533	+1%	+$1.35M	2.94%	3
2021 Q3	$86.3M	Buy	609,875 +9,663	+2%	+$1.42M	2.56%	5
2021 Q2	$82.2M	Sell	600,212 -246	-0%	-$31.9K	2.46%	4
2021 Q1	$73.3M	Buy	600,458 +16,177	+3%	+$2.08M	2.4%	5
2020 Q4	$77.5M	Sell	584,281 -9,063	-2%	-$1.09M	2.77%	4
2020 Q3	$68.7M	Sell	593,344 -7,700	-1%	-$840K	2.78%	4
2020 Q2	$68.5M	Sell	601,044 -6,296	-1%	-$488K	2.85%	4
2020 Q1	$38.6M	Buy	607,340 +18,968	+3%	+$1.39M	2.09%	12
2019 Q4	$43M	Sell	588,372 -29,008	-5%	-$1.87M	1.86%	13
2019 Q3	$30.5M	Hold	617,380	–	–	1.51%	15
2019 Q2	$30.5M	Buy	617,380 +302,860	+96%	+$14.8M	1.51%	15
2019 Q1	$14.9M	Sell	314,520 -233,936	-43%	-$9.92M	1.6%	8
2018 Q4	$21.6M	Buy	548,456 +22,592	+4%	+$1.1M	1.41%	15
2018 Q3	$29.7M	Buy	525,864 +25,284	+5%	+$1.32M	1.77%	10
2018 Q2	$23.2M	Sell	500,580 -68,840	-12%	-$3.12M	1.39%	15
2018 Q1	$23.9M	Sell	569,420 -139,636	-20%	-$6.01M	1.43%	13
2017 Q4	$30M	Sell	709,056 -6,188	-0.9%	-$259K	1.76%	11
2017 Q3	$27.6M	Sell	715,244 -86,264	-11%	-$3.35M	1.69%	10
2017 Q2	$28.9M	Buy	801,508 +73,688	+10%	+$2.72M	1.8%	10
2017 Q1	$26.1M	Buy	727,820 +27,744	+4%	+$914K	1.71%	10
2016 Q4	$20.3M	Sell	700,076 -43,008	-6%	-$1.22M	1.41%	14
2016 Q3	$21M	Sell	743,084 -4,980	-0.7%	-$132K	3.14%	2
2016 Q2	$17.9M	Buy	748,064 +14,820	+2%	+$368K	2.77%	2
2016 Q1	$20M	Buy	733,244 +13,784	+2%	+$343K	3.27%	2
2015 Q4	$18.9M	Buy	719,460 +10,724	+2%	+$306K	3.32%	2
2015 Q3	$19.5M	Buy	708,736 +185,500	+35%	+$5.44M	3.52%	2
2015 Q2	$16.4M	Buy	523,236 +41,148	+9%	+$1.32M	2.82%	4
2015 Q1	$15M	Buy	482,088 +29,052	+6%	+$877K	1.85%	7
2014 Q4	$12.5M	Buy	453,036 +18,040	+4%	+$491K	2.31%	5
2014 Q3	$11M	Sell	434,996 -149,728	-26%	-$3.67M	2.24%	5
2014 Q2	$13.6M	Sell	584,724 -179,088	-23%	-$3.81M	2.63%	4
2014 Q1	$14.6M	Sell	763,812 -56,224	-7%	-$1.07M	3.18%	2
2013 Q4	$16.4M	Sell	820,036 -16,296	-2%	-$308K	3.62%	2
2013 Q3	$14.2M	Sell	836,332 -2,072	-0.2%	-$34.4K	3.41%	2
2013 Q2	$11.9M	Buy	+838,404	New	+$12.9M	3.2%	3

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Capital Advisors Inc's AAPL Position: Q2 2026 in Review

Capital Advisors Inc increased its Apple (AAPL) stake by 0.44% in Q2 2026, buying an estimated $1.1M and bringing the position to 882,325 shares worth $255M. The position accounts for 3.76% of the portfolio, ranked #3.

Capital Advisors Inc first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Capital Advisors Inc held 882,325 shares of Apple worth $255M as of Q2 2026.
Capital Advisors Inc bought 3,851 Apple shares in Q2 2026, an estimated $1.1M.
Apple made up 3.76% of Capital Advisors Inc's portfolio in Q2 2026, its #3 holding.
Capital Advisors Inc first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.