CAWM
AAPL icon

Capital Advisors Wealth Management’s Apple AAPL Stock Holding History

Capital Advisors 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
2026
Q1 		$14.8M Sell
58,375
-1,576
-3% -$410K 1.99% 12
2025
Q4 		$16.3M Buy
59,951
+226
+0.4% +$60.7K 2.22% 10
2025
Q3 		$15.2M Sell
59,725
-1,014
-2% -$229K 2.17% 11
2025
Q2 		$12.5M Buy
60,739
+4,551
+8% +$919K 1.96% 12
2025
Q1 		$12.5M Buy
56,188
+3,244
+6% +$752K 2.21% 12
2024
Q4 		$13.3M Buy
52,944
+2,414
+5% +$569K 2.36% 14
2024
Q3 		$11.8M Sell
50,530
-1,083
-2% -$242K 2.17% 13
2024
Q2 		$10.9M Buy
51,613
+5,827
+13% +$1.09M 2.15% 13
2024
Q1 		$7.85M Sell
45,786
-1,928
-4% -$351K 1.63% 17
2023
Q4 		$9.19M Buy
47,714
+764
+2% +$141K 2.09% 14
2023
Q3 		$8.04M Buy
46,950
+1,018
+2% +$187K 2.1% 16
2023
Q2 		$8.91M Buy
45,932
+474
+1% +$82.6K 2.28% 11
2023
Q1 		$7.5M Buy
45,458
+822
+2% +$121K 2.07% 13
2022
Q4 		$5.8M Sell
44,636
-439
-1% -$62.7K 1.76% 20
2022
Q3 		$6.23M Buy
45,075
+91
+0.2% +$14.3K 2.07% 15
2022
Q2 		$6.15M Buy
44,984
+3,663
+9% +$555K 2% 15
2022
Q1 		$7.21M Buy
41,321
+436
+1% +$73.3K 2.21% 12
2021
Q4 		$7.26M Buy
40,885
+5,201
+15% +$822K 2.21% 16
2021
Q3 		$5.05M Buy
35,684
+758
+2% +$112K 1.79% 19
2021
Q2 		$4.78M Buy
34,926
+452
+1% +$58.6K 1.77% 18
2021
Q1 		$4.21M Buy
+34,474
New +$4.43M 1.82% 19

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

Capital Advisors Wealth Management's AAPL Position: Q1 2026 in Review

Capital Advisors Wealth Management reduced its Apple (AAPL) stake by 2.6% in Q1 2026, selling an estimated $410K and leaving 58,375 shares worth $14.8M. The position accounts for 1.99% of the portfolio, ranked #12.

Capital Advisors Wealth Management first reported a position in AAPL in Q1 2021 and has held it in 21 quarters since. The position peaked at $16.3M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Capital Advisors Wealth Management held 58,375 shares of Apple worth $14.8M as of Q1 2026.
  • Capital Advisors Wealth Management sold 1,576 Apple shares in Q1 2026, an estimated $410K.
  • Apple made up 1.99% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Capital Advisors Wealth Management first reported a position in Apple in Q1 2021 and has held it in 21 quarters since.
  • Capital Advisors Wealth Management's Apple position peaked at $16.3M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.