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
2024 Q1	–	Sell	-7,000	Closed	-$1.35M	–	953
2023 Q4	$1.35M	Sell	7,000 -1,700	-20%	-$314K	0.12%	155
2023 Q3	$1.49M	Buy	+8,700	New	+$1.6M	0.15%	129

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 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. 2,312 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.
2,312 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.