Capital Investment Services of America’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.97M | Hold |
6,819
| – | – | 0.19% | 53 |
|
|
2026
Q1 | $1.73M | Sell |
6,819
-375
| -5% | -$97.6K | 0.18% | 52 |
|
|
2025
Q4 | $1.96M | Sell |
7,194
-760
| -10% | -$204K | 0.18% | 52 |
|
|
2025
Q3 | $2.03M | Hold |
7,954
| – | – | 0.18% | 50 |
|
|
2025
Q2 | $1.63M | Sell |
7,954
-615
| -7% | -$124K | 0.15% | 53 |
|
|
2025
Q1 | $1.9M | Sell |
8,569
-185
| -2% | -$42.9K | 0.19% | 52 |
|
|
2024
Q4 | $2.19M | Sell |
8,754
-67
| -0.8% | -$15.8K | 0.21% | 49 |
|
|
2024
Q3 | $2.06M | Sell |
8,821
-244
| -3% | -$54.5K | 0.2% | 52 |
|
|
2024
Q2 | $1.91M | Sell |
9,065
-100
| -1% | -$18.6K | 0.18% | 51 |
|
|
2024
Q1 | $1.57M | Hold |
9,165
| – | – | 0.15% | 52 |
|
|
2023
Q4 | $1.76M | Sell |
9,165
-773
| -8% | -$143K | 0.19% | 52 |
|
|
2023
Q3 | $1.7M | Buy |
9,938
+243
| +3% | +$44.6K | 0.2% | 51 |
|
|
2023
Q2 | $1.88M | Sell |
9,695
-63
| -0.6% | -$11K | 0.21% | 50 |
|
|
2023
Q1 | $1.61M | Sell |
9,758
-725
| -7% | -$107K | 0.19% | 50 |
|
|
2022
Q4 | $1.36M | Hold |
10,483
| – | – | 0.18% | 51 |
|
|
2022
Q3 | $1.45M | Buy |
10,483
+700
| +7% | +$110K | 0.2% | 52 |
|
|
2022
Q2 | $1.34M | Buy |
9,783
+560
| +6% | +$84.8K | 0.17% | 52 |
|
|
2022
Q1 | $1.64M | Hold |
9,223
| – | – | 0.15% | 54 |
|
|
2021
Q4 | $1.64M | Sell |
9,223
-414
| -4% | -$65.4K | 0.15% | 54 |
|
|
2021
Q3 | $1.36M | Hold |
9,637
| – | – | 0.13% | 53 |
|
|
2021
Q2 | $1.32M | Buy |
9,637
+280
| +3% | +$36.3K | 0.13% | 53 |
|
|
2021
Q1 | $1.14M | Hold |
9,357
| – | – | 0.12% | 54 |
|
|
2020
Q4 | $1.24M | Buy |
9,357
+1,020
| +12% | +$123K | 0.13% | 51 |
|
|
2020
Q3 | $966K | Sell |
8,337
-1,335
| -14% | -$146K | 0.12% | 50 |
|
|
2020
Q2 | $882K | Hold |
9,672
| – | – | 0.11% | 50 |
|
|
2020
Q1 | $615K | Sell |
9,672
-280
| -3% | -$20.6K | 0.1% | 51 |
|
|
2019
Q4 | $731K | Buy |
9,952
+280
| +3% | +$18K | 0.1% | 52 |
|
|
2019
Q3 | $542K | Sell |
9,672
-800
| -8% | -$41.8K | 0.08% | 53 |
|
|
2019
Q2 | $518K | Sell |
10,472
-400
| -4% | -$19.5K | 0.08% | 53 |
|
|
2019
Q1 | $516K | Sell |
10,872
-4
| -0% | -$170 | 0.08% | 49 |
|
|
2018
Q4 | $429K | Buy |
10,876
+64
| +0.6% | +$3.1K | 0.08% | 56 |
|
|
2018
Q3 | $610K | Buy |
10,812
+980
| +10% | +$51K | 0.09% | 53 |
|
|
2018
Q2 | $455K | Buy |
9,832
+68
| +0.7% | +$3.08K | 0.07% | 55 |
|
|
2018
Q1 | $410K | Buy |
9,764
+760
| +8% | +$32.7K | 0.06% | 58 |
|
|
2017
Q4 | $381K | Buy |
9,004
+320
| +4% | +$13.4K | 0.06% | 61 |
|
|
2017
Q3 | $335K | Buy |
8,684
+404
| +5% | +$15.7K | 0.06% | 62 |
|
|
2017
Q2 | $298K | Hold |
8,280
| – | – | 0.05% | 63 |
|
|
2017
Q1 | $297K | Sell |
8,280
-400
| -5% | -$13.2K | 0.05% | 64 |
|
|
2016
Q4 | $251K | Hold |
8,680
| – | – | 0.05% | 64 |
|
|
2016
Q3 | $245K | Hold |
8,680
| – | – | 0.05% | 64 |
|
|
2016
Q2 | $207K | Hold |
8,680
| – | – | 0.04% | 65 |
|
|
2016
Q1 | $237K | Sell |
8,680
-2,000
| -19% | -$49.8K | 0.05% | 63 |
|
|
2015
Q4 | $281K | Hold |
10,680
| – | – | 0.05% | 62 |
|
|
2015
Q3 | $295K | Hold |
10,680
| – | – | 0.07% | 53 |
|
|
2015
Q2 | $335K | Hold |
10,680
| – | – | 0.08% | 52 |
|
|
2015
Q1 | $332K | Hold |
10,680
| – | – | 0.08% | 50 |
|
|
2014
Q4 | $295K | Hold |
10,680
| – | – | 0.07% | 53 |
|
|
2014
Q3 | $269K | Buy |
+10,680
| New | +$262K | 0.07% | 49 |
|
Other funds holding AAPL
Capital Investment Services of America's AAPL Position: Q2 2026 in Review
Capital Investment Services of America held its Apple (AAPL) position steady in Q2 2026 at 6,819 shares worth $1.97M. The position accounts for 0.19% of the portfolio, ranked #53.
Capital Investment Services of America first reported a position in AAPL in Q3 2014 and has held it in 48 quarters since. The position peaked at $2.19M in Q4 2024. 4,397 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Capital Investment Services of America held 6,819 shares of Apple worth $1.97M as of Q2 2026.
- Capital Investment Services of America left its Apple share count unchanged in Q2 2026.
- Apple made up 0.19% of Capital Investment Services of America's portfolio in Q2 2026, its #53 holding.
- Capital Investment Services of America first reported a position in Apple in Q3 2014 and has held it in 48 quarters since.
- Capital Investment Services of America's Apple position peaked at $2.19M in Q4 2024.
- 4,397 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.