Capital Investment Advisory Services’s Apple AAPL Stock Holding History

Capital Investment Advisory Services’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	$37.4M	Buy	129,139 +3,421	+3%	+$979K	2.31%	3
2026 Q1	$31.9M	Sell	125,718 -25,655	-17%	-$6.68M	2.33%	3
2025 Q4	$41.2M	Buy	151,373 +2,705	+2%	+$726K	2.91%	3
2025 Q3	$37.9M	Sell	148,668 -1,380	-0.9%	-$312K	3%	2
2025 Q2	$30.8M	Buy	150,048 +4,285	+3%	+$865K	2.52%	3
2025 Q1	$32.4M	Buy	145,763 +3,810	+3%	+$883K	2.9%	2
2024 Q4	$35.5M	Sell	141,953 -7,020	-5%	-$1.65M	3.42%	2
2024 Q3	$34.7M	Sell	148,973 -5,489	-4%	-$1.23M	3.29%	2
2024 Q2	$32.5M	Sell	154,462 -2,679	-2%	-$500K	3.36%	2
2024 Q1	$26.9M	Buy	157,141 +97	+0.1%	+$17.6K	2.89%	2
2023 Q4	$30.2M	Sell	157,044 -14,171	-8%	-$2.62M	2.8%	5
2023 Q3	$29.3M	Sell	171,215 -6,309	-4%	-$1.16M	2.87%	5
2023 Q2	$34.4M	Sell	177,524 -2,991	-2%	-$521K	3.41%	4
2023 Q1	$29.8M	Sell	180,515 -6,638	-4%	-$979K	3.52%	4
2022 Q4	$24.3M	Buy	187,153 +2,106	+1%	+$301K	2.89%	4
2022 Q3	$25.6M	Buy	185,047 +1,161	+0.6%	+$182K	3.31%	3
2022 Q2	$25.1M	Buy	183,886 +11,736	+7%	+$1.78M	3.05%	3
2022 Q1	$30.1M	Buy	172,150 +5,523	+3%	+$929K	3.27%	3
2021 Q4	$29.6M	Sell	166,627 -3,134	-2%	-$495K	3.51%	2
2021 Q3	$24M	Sell	169,761 -523	-0.3%	-$77K	3.04%	4
2021 Q2	$23.3M	Buy	170,284 +4,492	+3%	+$582K	2.93%	5
2021 Q1	$20.3M	Buy	165,792 +2,559	+2%	+$328K	2.86%	5
2020 Q4	$21.7M	Buy	163,233 +7,438	+5%	+$895K	3.22%	3
2020 Q3	$18M	Sell	155,795 -42,041	-21%	-$4.59M	3.4%	2
2020 Q2	$18M	Sell	197,836 -2,844	-1%	-$220K	3.65%	3
2020 Q1	$12.8M	Buy	200,680 +105,368	+111%	+$7.75M	3.11%	4
2019 Q4	$7M	Buy	95,312 +4,200	+5%	+$270K	1.87%	6
2019 Q3	$5.1M	Buy	91,112 +504	+0.6%	+$26.4K	1.42%	10
2019 Q2	$4.69M	Buy	90,608 +8,324	+10%	+$406K	1.43%	11
2019 Q1	$3.91M	Buy	82,284 +10,732	+15%	+$455K	1.46%	12
2018 Q4	$2.82M	Buy	71,552 +8,836	+14%	+$428K	1.21%	12
2018 Q3	$3.54M	Sell	62,716 -3,840	-6%	-$200K	1.66%	10
2018 Q2	$3.08M	Buy	66,556 +688	+1%	+$31.2K	1.54%	13
2018 Q1	$2.76M	Buy	65,868 +7,324	+13%	+$315K	1.54%	13
2017 Q4	$2.48M	Sell	58,544 -184	-0.3%	-$7.69K	1.45%	12
2017 Q3	$2.26M	Buy	58,728 +2,480	+4%	+$96.2K	1.39%	14
2017 Q2	$2.02M	Buy	56,248 +284	+0.5%	+$10.5K	1.33%	17
2017 Q1	$2.01M	Sell	55,964 -4,632	-8%	-$153K	1.47%	14
2016 Q4	$1.75M	Buy	+60,596	New	+$1.72M	1.52%	16

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Capital Investment Advisory Services's AAPL Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $979K and bringing the position to 129,139 shares worth $37.4M. The position accounts for 2.31% of the portfolio, ranked #3.

Capital Investment Advisory Services first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. The position peaked at $41.2M in Q4 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Capital Investment Advisory Services held 129,139 shares of Apple worth $37.4M as of Q2 2026.
Capital Investment Advisory Services bought 3,421 Apple shares in Q2 2026, an estimated $979K.
Apple made up 2.31% of Capital Investment Advisory Services's portfolio in Q2 2026, its #3 holding.
Capital Investment Advisory Services first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
Capital Investment Advisory Services's Apple position peaked at $41.2M in Q4 2025.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.