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Capital Advisors Ltd’s Apple AAPL Stock Holding History

Capital Advisors Ltd’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 		$10.6M Sell
36,703
-112
-0.3% -$32K 1.07% 21
2026
Q1 		$9.34M Sell
36,815
-273
-0.7% -$71K 1.06% 22
2025
Q4 		$10.1M Sell
37,088
-2,293
-6% -$616K 1.14% 20
2025
Q3 		$10M Buy
39,381
+2,762
+8% +$624K 1.13% 21
2025
Q2 		$7.51M Sell
36,619
-3,909
-10% -$789K 0.93% 25
2025
Q1 		$9M Buy
40,528
+691
+2% +$160K 1.19% 20
2024
Q4 		$9.98M Buy
39,837
+133
+0.3% +$31.3K 1.26% 20
2024
Q3 		$9.25M Buy
39,704
+477
+1% +$107K 1.15% 21
2024
Q2 		$8.26M Buy
39,227
+591
+2% +$110K 1.07% 21
2024
Q1 		$6.63M Buy
38,636
+739
+2% +$134K 0.86% 28
2023
Q4 		$7.3M Sell
37,897
-3,219
-8% -$594K 1.02% 22
2023
Q3 		$7.04M Sell
41,116
-362
-0.9% -$66.4K 1.08% 22
2023
Q2 		$8.05M Buy
41,478
+8,864
+27% +$1.54M 1.2% 21
2023
Q1 		$5.38M Sell
32,614
-6,591
-17% -$973K 0.88% 24
2022
Q4 		$4.03M Buy
39,205
+5,819
+17% +$832K 0.7% 29
2022
Q3 		$4.61M Buy
33,386
+446
+1% +$70K 0.9% 27
2022
Q2 		$4.5M Buy
32,940
+101
+0.3% +$15.3K 0.84% 27
2022
Q1 		$5.73M Sell
32,839
-1,268
-4% -$213K 0.95% 24
2021
Q4 		$6.06M Buy
34,107
+3,120
+10% +$493K 0.98% 24
2021
Q3 		$4.38M Buy
30,987
+1,271
+4% +$187K 0.78% 25
2021
Q2 		$4.07M Buy
29,716
+1,402
+5% +$182K 0.73% 27
2021
Q1 		$3.46M Buy
28,314
+1,238
+5% +$159K 0.63% 33
2020
Q4 		$3.59M Sell
27,076
-274
-1% -$33K 0.79% 28
2020
Q3 		$3.17M Sell
27,350
-398
-1% -$43.4K 0.79% 31
2020
Q2 		$2.53M Sell
27,748
-248
-0.9% -$19.2K 0.67% 35
2020
Q1 		$1.78M Sell
27,996
-248
-0.9% -$18.2K 0.56% 35
2019
Q4 		$2.07M Buy
28,244
+1,020
+4% +$65.6K 0.53% 40
2019
Q3 		$1.52M Sell
27,224
-852
-3% -$44.5K 0.42% 50
2019
Q2 		$1.39M Sell
28,076
-168
-0.6% -$8.19K 0.39% 47
2019
Q1 		$1.34M Buy
28,244
+4
+0% +$170 0.36% 49
2018
Q4 		$1.11M Buy
28,240
+192
+0.7% +$9.31K 0.33% 54
2018
Q3 		$1.58M Buy
28,048
+2,964
+12% +$154K 0.45% 38
2018
Q2 		$1.16M Buy
25,084
+4
+0% +$181 0.36% 44
2018
Q1 		$1.05M Sell
25,080
-228
-0.9% -$9.81K 0.34% 46
2017
Q4 		$1.07M Sell
25,308
-48
-0.2% -$2.01K 0.35% 44
2017
Q3 		$977K Sell
25,356
-124
-0.5% -$4.81K 0.34% 45
2017
Q2 		$917K Buy
25,480
+1,680
+7% +$62.1K 0.34% 46
2017
Q1 		$855K Sell
23,800
-288
-1% -$9.48K 0.33% 47
2016
Q4 		$698K Buy
24,088
+14,672
+156% +$416K 0.29% 51
2016
Q3 		$266K Buy
9,416
+1,064
+13% +$28.2K 0.12% 92
2016
Q2 		$200K Buy
8,352
+428
+5% +$10.6K 0.09% 104
2016
Q1 		$216K Sell
7,924
-800
-9% -$19.9K 0.11% 93
2015
Q4 		$230K Hold
8,724
– – 0.12% 89
2015
Q3 		$241K Sell
8,724
-1,056
-11% -$31K 0.13% 88
2015
Q2 		$307K Hold
9,780
– – 0.16% 80
2015
Q1 		$304K Hold
9,780
– – 0.16% 79
2014
Q4 		$270K Buy
9,780
+4
+0% +$109 0.15% 76
2014
Q3 		$246K Sell
9,776
-2,448
-20% -$60.1K 0.14% 80
2014
Q2 		$284K Sell
12,224
-964
-7% -$20.5K 0.16% 75
2014
Q1 		$253K Sell
13,188
-1,624
-11% -$30.9K 0.15% 77
2013
Q4 		$297K Buy
+14,812
New +$280K 0.2% 70

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Capital Advisors Ltd reduced its Apple (AAPL) stake by 0.3% in Q2 2026, selling an estimated $32K and leaving 36,703 shares worth $10.6M. The position accounts for 1.07% of the portfolio, ranked #21.

Capital Advisors Ltd first reported a position in AAPL in Q4 2013 and has held it in 51 quarters since. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Capital Advisors Ltd held 36,703 shares of Apple worth $10.6M as of Q2 2026.
  • Capital Advisors Ltd sold 112 Apple shares in Q2 2026, an estimated $32K.
  • Apple made up 1.07% of Capital Advisors Ltd's portfolio in Q2 2026, its #21 holding.
  • Capital Advisors Ltd first reported a position in Apple in Q4 2013 and has held it in 51 quarters since.
  • 1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.