Capital Analysts LLC’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 | $50.7M | Sell |
199,681
-3,692
| -2% | -$961K | 1.33% | 14 |
|
|
2025
Q4 | $55.3M | Buy |
203,373
+1,302
| +0.6% | +$350K | 1.53% | 14 |
|
|
2025
Q3 | $51.5M | Buy |
202,071
+5,186
| +3% | +$1.17M | 1.5% | 13 |
|
|
2025
Q2 | $40.4M | Sell |
196,885
-345
| -0.2% | -$69.7K | 1.35% | 15 |
|
|
2025
Q1 | $43.8M | Sell |
197,230
-6,334
| -3% | -$1.47M | 1.63% | 12 |
|
|
2024
Q4 | $51M | Buy |
203,564
+343
| +0.2% | +$80.8K | 2.05% | 7 |
|
|
2024
Q3 | $47.4M | Buy |
203,221
+20,856
| +11% | +$4.66M | 1.93% | 9 |
|
|
2024
Q2 | $38.4M | Buy |
182,365
+5,646
| +3% | +$1.05M | 1.7% | 11 |
|
|
2024
Q1 | $30.3M | Buy |
176,719
+275
| +0.2% | +$50K | 1.41% | 14 |
|
|
2023
Q4 | $34M | Buy |
176,444
+375
| +0.2% | +$69.2K | 1.71% | 11 |
|
|
2023
Q3 | $30.1M | Buy |
176,069
+2,747
| +2% | +$504K | 1.68% | 12 |
|
|
2023
Q2 | $33.5M | Sell |
173,322
-3,088
| -2% | -$538K | 1.86% | 10 |
|
|
2023
Q1 | $29.1M | Sell |
176,410
-4,296
| -2% | -$634K | 1.66% | 14 |
|
|
2022
Q4 | $23.5M | Sell |
180,706
-961
| -0.5% | -$137K | 1.43% | 16 |
|
|
2022
Q3 | $25.1M | Buy |
181,667
+41,501
| +30% | +$6.51M | 1.73% | 12 |
|
|
2022
Q2 | $19.2M | Buy |
140,166
+1,347
| +1% | +$204K | 1.33% | 14 |
|
|
2022
Q1 | $24.2M | Sell |
138,819
-3,057
| -2% | -$514K | 1.53% | 14 |
|
|
2021
Q4 | $25.2M | Buy |
141,876
+10,188
| +8% | +$1.61M | 1.53% | 14 |
|
|
2021
Q3 | $18.6M | Buy |
131,688
+991
| +0.8% | +$146K | 1.22% | 15 |
|
|
2021
Q2 | $17.9M | Sell |
130,697
-10,986
| -8% | -$1.42M | 1.2% | 16 |
|
|
2021
Q1 | $17.3M | Buy |
141,683
+37,317
| +36% | +$4.79M | 1.2% | 16 |
|
|
2020
Q4 | $13.8M | Sell |
104,366
-27,687
| -21% | -$3.33M | 1.22% | 17 |
|
|
2020
Q3 | $15.3M | Buy |
132,053
+26,069
| +25% | +$2.84M | 1.45% | 14 |
|
|
2020
Q2 | $9.67M | Sell |
105,984
-9,888
| -9% | -$766K | 1.02% | 20 |
|
|
2020
Q1 | $7.37M | Sell |
115,872
-1,372
| -1% | -$101K | 0.9% | 22 |
|
|
2019
Q4 | $8.61M | Sell |
117,244
-10,924
| -9% | -$703K | 0.85% | 22 |
|
|
2019
Q3 | $7.18M | Buy |
128,168
+4,676
| +4% | +$244K | 0.76% | 24 |
|
|
2019
Q2 | $6.11M | Buy |
123,492
+48
| +0% | +$2.34K | 0.67% | 26 |
|
|
2019
Q1 | $5.86M | Sell |
123,444
-1,564
| -1% | -$66.3K | 0.68% | 22 |
|
|
2018
Q4 | $4.93M | Buy |
125,008
+14,272
| +13% | +$692K | 0.65% | 23 |
|
|
2018
Q3 | $6.25M | Buy |
110,736
+7,976
| +8% | +$415K | 0.71% | 20 |
|
|
2018
Q2 | $4.76M | Sell |
102,760
-804
| -0.8% | -$36.5K | 0.57% | 25 |
|
|
2018
Q1 | $4.34M | Buy |
103,564
+6,444
| +7% | +$277K | 0.54% | 27 |
|
|
2017
Q4 | $4.11M | Sell |
97,120
-10,356
| -10% | -$433K | 0.51% | 30 |
|
|
2017
Q3 | $4.14M | Sell |
107,476
-3,356
| -3% | -$130K | 0.56% | 24 |
|
|
2017
Q2 | $3.99M | Buy |
+110,832
| New | +$4.1M | 0.57% | 21 |
|
|
2016
Q3 | – | Sell |
-103,588
| Closed | -$2.48M | – | 382 |
|
|
2016
Q2 | $2.48M | Buy |
103,588
+4,640
| +5% | +$115K | 0.5% | 48 |
|
|
2016
Q1 | $2.7M | Buy |
98,948
+17,448
| +21% | +$435K | 0.54% | 45 |
|
|
2015
Q4 | $2.14M | Sell |
81,500
-79,100
| -49% | -$2.26M | 0.44% | 56 |
|
|
2015
Q3 | $4.43M | Buy |
160,600
+88,344
| +122% | +$2.59M | 0.85% | 26 |
|
|
2015
Q2 | $2.27M | Buy |
72,256
+1,556
| +2% | +$49.8K | 0.46% | 54 |
|
|
2015
Q1 | $2.2M | Buy |
70,700
+3,068
| +5% | +$92.6K | 0.46% | 54 |
|
|
2014
Q4 | $1.87M | Buy |
67,632
+53,908
| +393% | +$1.47M | 0.41% | 55 |
|
|
2014
Q3 | $346K | Sell |
13,724
-3,288
| -19% | -$80.7K | 0.08% | 122 |
|
|
2014
Q2 | $395K | Sell |
17,012
-15,412
| -48% | -$328K | 0.1% | 113 |
|
|
2014
Q1 | $622K | Buy |
32,424
+7,952
| +32% | +$151K | 0.16% | 108 |
|
|
2013
Q4 | $491K | Sell |
24,472
-280
| -1% | -$5.29K | 0.13% | 109 |
|
|
2013
Q3 | $422K | Sell |
24,752
-11,228
| -31% | -$186K | 0.13% | 109 |
|
|
2013
Q2 | $510K | Buy |
+35,980
| New | +$554K | 0.16% | 106 |
|
Other funds holding AAPL
VCM
VPM
Capital Analysts LLC's AAPL Position: Q1 2026 in Review
Capital Analysts LLC reduced its Apple (AAPL) stake by 1.8% in Q1 2026, selling an estimated $961K and leaving 199,681 shares worth $50.7M. The position accounts for 1.33% of the portfolio, ranked #14.
Capital Analysts LLC first reported a position in AAPL in Q2 2013 and has held it in 49 quarters since. The position peaked at $55.3M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Capital Analysts LLC held 199,681 shares of Apple worth $50.7M as of Q1 2026.
- Capital Analysts LLC sold 3,692 Apple shares in Q1 2026, an estimated $961K.
- Apple made up 1.33% of Capital Analysts LLC's portfolio in Q1 2026, its #14 holding.
- Capital Analysts LLC first reported a position in Apple in Q2 2013 and has held it in 49 quarters since.
- Capital Analysts LLC's Apple position peaked at $55.3M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.