Capital Investment Advisors’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 | $122M | Buy |
481,816
+6,032
| +1% | +$1.57M | 1.79% | 6 |
|
|
2025
Q4 | $129M | Buy |
475,784
+6,239
| +1% | +$1.67M | 1.97% | 6 |
|
|
2025
Q3 | $120M | Buy |
469,545
+8,335
| +2% | +$1.88M | 1.96% | 5 |
|
|
2025
Q2 | $94.6M | Buy |
461,210
+7,665
| +2% | +$1.55M | 1.7% | 6 |
|
|
2025
Q1 | $101M | Buy |
453,545
+8,728
| +2% | +$2.02M | 1.97% | 6 |
|
|
2024
Q4 | $111M | Buy |
444,817
+5,833
| +1% | +$1.37M | 2.27% | 5 |
|
|
2024
Q3 | $102M | Buy |
438,984
+17,121
| +4% | +$3.82M | 2.11% | 5 |
|
|
2024
Q2 | $88.9M | Buy |
421,863
+22,630
| +6% | +$4.22M | 2.01% | 5 |
|
|
2024
Q1 | $68.5M | Sell |
399,233
-271
| -0.1% | -$49.3K | 1.6% | 10 |
|
|
2023
Q4 | $76.9M | Buy |
399,504
+3,322
| +0.8% | +$613K | 1.93% | 10 |
|
|
2023
Q3 | $67.8M | Buy |
396,182
+8,803
| +2% | +$1.61M | 1.88% | 11 |
|
|
2023
Q2 | $75.1M | Sell |
387,379
-49,856
| -11% | -$8.69M | 2.29% | 7 |
|
|
2023
Q1 | $72.1M | Buy |
437,235
+21
| +0% | +$3.1K | 2.13% | 7 |
|
|
2022
Q4 | $56.8M | Buy |
437,214
+19,810
| +5% | +$2.83M | 1.72% | 10 |
|
|
2022
Q3 | $57.7M | Buy |
417,404
+5,438
| +1% | +$853K | 1.98% | 9 |
|
|
2022
Q2 | $56.3M | Buy |
411,966
+8,198
| +2% | +$1.24M | 1.87% | 10 |
|
|
2022
Q1 | $70.5M | Buy |
403,768
+9,609
| +2% | +$1.62M | 2.15% | 9 |
|
|
2021
Q4 | $70M | Buy |
394,159
+2,467
| +0.6% | +$390K | 2.14% | 9 |
|
|
2021
Q3 | $55.4M | Buy |
391,692
+4,624
| +1% | +$681K | 1.86% | 12 |
|
|
2021
Q2 | $53M | Buy |
387,068
+3,180
| +0.8% | +$412K | 1.83% | 12 |
|
|
2021
Q1 | $46.9M | Sell |
383,888
-1,811
| -0.5% | -$232K | 1.77% | 12 |
|
|
2020
Q4 | $51.2M | Sell |
385,699
-4,131
| -1% | -$497K | 2.14% | 7 |
|
|
2020
Q3 | $45.1M | Sell |
389,830
-29,046
| -7% | -$3.17M | 2.16% | 6 |
|
|
2020
Q2 | $38.2M | Buy |
418,876
+10,116
| +2% | +$784K | 1.98% | 6 |
|
|
2020
Q1 | $26M | Buy |
408,760
+60,088
| +17% | +$4.42M | 1.66% | 11 |
|
|
2019
Q4 | $25.6M | Sell |
348,672
-4,892
| -1% | -$315K | 1.24% | 20 |
|
|
2019
Q3 | $19.8M | Sell |
353,564
-6,484
| -2% | -$339K | 1.04% | 22 |
|
|
2019
Q2 | $17.8M | Buy |
360,048
+7,560
| +2% | +$368K | 0.98% | 25 |
|
|
2019
Q1 | $16.7M | Sell |
352,488
-5,564
| -2% | -$236K | 0.98% | 25 |
|
|
2018
Q4 | $14.1M | Buy |
358,052
+20,560
| +6% | +$997K | 0.94% | 27 |
|
|
2018
Q3 | $19M | Sell |
337,492
-15,900
| -4% | -$828K | 1.12% | 22 |
|
|
2018
Q2 | $16.4M | Buy |
353,392
+6,744
| +2% | +$306K | 1.02% | 21 |
|
|
2018
Q1 | $14.5M | Buy |
346,648
+22,792
| +7% | +$981K | 0.95% | 25 |
|
|
2017
Q4 | $13.7M | Buy |
323,856
+3,092
| +1% | +$129K | 0.89% | 25 |
|
|
2017
Q3 | $12.4M | Sell |
320,764
-2,988
| -0.9% | -$116K | 0.85% | 26 |
|
|
2017
Q2 | $11.7M | Buy |
323,752
+3,900
| +1% | +$144K | 0.84% | 26 |
|
|
2017
Q1 | $11.5M | Buy |
319,852
+53,416
| +20% | +$1.76M | 0.87% | 26 |
|
|
2016
Q4 | $7.71M | Buy |
266,436
+13,232
| +5% | +$375K | 0.65% | 35 |
|
|
2016
Q3 | $7.16M | Buy |
253,204
+12,856
| +5% | +$340K | 0.63% | 37 |
|
|
2016
Q2 | $5.74M | Buy |
240,348
+5,908
| +3% | +$147K | 0.54% | 45 |
|
|
2016
Q1 | $6.39M | Buy |
234,440
+34,120
| +17% | +$850K | 0.63% | 41 |
|
|
2015
Q4 | $5.27M | Buy |
200,320
+6,300
| +3% | +$180K | 0.54% | 45 |
|
|
2015
Q3 | $5.35M | Buy |
194,020
+8,644
| +5% | +$253K | 0.6% | 40 |
|
|
2015
Q2 | $5.81M | Buy |
185,376
+4,540
| +3% | +$145K | 0.63% | 40 |
|
|
2015
Q1 | $5.63M | Buy |
180,836
+5,664
| +3% | +$171K | 0.6% | 42 |
|
|
2014
Q4 | $4.83M | Buy |
175,172
+2,272
| +1% | +$61.8K | 0.53% | 48 |
|
|
2014
Q3 | $4.36M | Sell |
172,900
-1,192
| -0.7% | -$29.3K | 0.5% | 56 |
|
|
2014
Q2 | $4.04M | Sell |
174,092
-2,812
| -2% | -$59.8K | 0.46% | 60 |
|
|
2014
Q1 | $3.39M | Sell |
176,904
-764,344
| -81% | -$14.5M | 0.43% | 68 |
|
|
2013
Q4 | $4.01M | Buy |
+941,248
| New | +$17.8M | 0.53% | 58 |
|
Other funds holding AAPL
VCM
VPM
Capital Investment Advisors's AAPL Position: Q1 2026 in Review
Capital Investment Advisors increased its Apple (AAPL) stake by 1.3% in Q1 2026, buying an estimated $1.57M and bringing the position to 481,816 shares worth $122M. The position accounts for 1.79% of the portfolio, ranked #6.
Capital Investment Advisors first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $129M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Capital Investment Advisors held 481,816 shares of Apple worth $122M as of Q1 2026.
- Capital Investment Advisors bought 6,032 Apple shares in Q1 2026, an estimated $1.57M.
- Apple made up 1.79% of Capital Investment Advisors's portfolio in Q1 2026, its #6 holding.
- Capital Investment Advisors first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
- Capital Investment Advisors's Apple position peaked at $129M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.