Capital Advisory Group Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-8,034
| Closed | -$2.18M | – | 7 |
|
|
2025
Q4 | $2.18M | Buy |
8,034
+125
| +2% | +$33.6K | 0.64% | 46 |
|
|
2025
Q3 | $2.01M | Sell |
7,909
-70
| -0.9% | -$15.8K | 0.63% | 48 |
|
|
2025
Q2 | $1.64M | Sell |
7,979
-2,344
| -23% | -$473K | 0.59% | 51 |
|
|
2025
Q1 | $2.29M | Sell |
10,323
-4,593
| -31% | -$1.06M | 0.88% | 41 |
|
|
2024
Q4 | $3.74M | Buy |
14,916
+392
| +3% | +$92.4K | 1.34% | 14 |
|
|
2024
Q3 | $3.38M | Sell |
14,524
-13
| -0.1% | -$2.9K | 1.35% | 18 |
|
|
2024
Q2 | $3.06M | Buy |
14,537
+251
| +2% | +$46.8K | 1.31% | 18 |
|
|
2024
Q1 | $2.45M | Sell |
14,286
-585
| -4% | -$106K | 1.16% | 24 |
|
|
2023
Q4 | $2.86M | Buy |
14,871
+1,168
| +9% | +$216K | 1.53% | 14 |
|
|
2023
Q3 | $2.35M | Sell |
13,703
-726
| -5% | -$133K | 1.33% | 18 |
|
|
2023
Q2 | $2.8M | Buy |
14,429
+844
| +6% | +$147K | 2% | 16 |
|
|
2023
Q1 | $2.24M | Buy |
13,585
+100
| +0.7% | +$14.8K | 1.35% | 20 |
|
|
2022
Q4 | $1.75M | Sell |
13,485
-456
| -3% | -$65.2K | 1.19% | 25 |
|
|
2022
Q3 | $1.93M | Buy |
13,941
+134
| +1% | +$21K | 1.34% | 21 |
|
|
2022
Q2 | $2.13M | Buy |
13,807
+677
| +5% | +$103K | 1.27% | 20 |
|
|
2022
Q1 | $2.29M | Sell |
13,130
-908
| -6% | -$153K | 1.06% | 27 |
|
|
2021
Q4 | $2.49M | Sell |
14,038
-13,189
| -48% | -$2.08M | 1.08% | 26 |
|
|
2021
Q3 | $3.85M | Buy |
27,227
+98
| +0.4% | +$14.4K | 1.4% | 16 |
|
|
2021
Q2 | $3.72M | Sell |
27,129
-1,980
| -7% | -$257K | 1.35% | 18 |
|
|
2021
Q1 | $3.56M | Sell |
29,109
-1,837
| -6% | -$236K | 1.38% | 16 |
|
|
2020
Q4 | $4.11M | Buy |
30,946
+735
| +2% | +$88.4K | 1.72% | 15 |
|
|
2020
Q3 | $3.5M | Buy |
30,211
+1,107
| +4% | +$121K | 1.81% | 16 |
|
|
2020
Q2 | $2.65M | Buy |
29,104
+4,980
| +21% | +$386K | 1.48% | 20 |
|
|
2020
Q1 | $1.53M | Sell |
24,124
-13,488
| -36% | -$992K | 1.9% | 17 |
|
|
2019
Q4 | $2.77M | Buy |
37,612
+10,688
| +40% | +$688K | 1.46% | 18 |
|
|
2019
Q3 | $1.51M | Sell |
26,924
-2,852
| -10% | -$149K | 1% | 24 |
|
|
2019
Q2 | $1.48M | Sell |
29,776
-1,224
| -4% | -$59.6K | 0.99% | 24 |
|
|
2019
Q1 | $1.47M | Sell |
31,000
-4,880
| -14% | -$207K | 1.05% | 22 |
|
|
2018
Q4 | $1.42M | Buy |
35,880
+11,028
| +44% | +$535K | 1.1% | 19 |
|
|
2018
Q3 | $1.4M | Buy |
24,852
+2,276
| +10% | +$119K | 0.94% | 21 |
|
|
2018
Q2 | $1.05M | Buy |
22,576
+152
| +0.7% | +$6.89K | 0.76% | 23 |
|
|
2018
Q1 | $938K | Buy |
+22,424
| New | +$965K | 0.69% | 25 |
|
Other funds holding AAPL
VCM
VPM
Capital Advisory Group Advisory Services's AAPL Position: Q1 2026 in Review
Capital Advisory Group Advisory Services sold out of Apple (AAPL) in Q1 2026, closing a stake of 8,034 shares — an estimated $2.18M sold.
Capital Advisory Group Advisory Services first reported a position in AAPL in Q1 2018 and held it in 32 quarters. The position peaked at $4.11M in Q4 2020. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Capital Advisory Group Advisory Services reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
- Capital Advisory Group Advisory Services sold 8,034 Apple shares in Q1 2026, an estimated $2.18M.
- Capital Advisory Group Advisory Services first reported a position in Apple in Q1 2018 and held it in 32 quarters.
- Capital Advisory Group Advisory Services's Apple position peaked at $4.11M in Q4 2020.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.