Capital Square
AAPL icon

Capital Square’s Apple AAPL Stock Holding History

Capital Square’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
Q3 		$4.43M Sell
13,303
-21
-0.2% -$6.74K 1.96% 8
2026
Q2 		$4.2M Sell
13,324
-228
-2% -$65.2K 1.85% 7
2026
Q1 		$3.67M Buy
13,552
+965
+8% +$251K 1.69% 10
2025
Q4 		$3.42M Buy
12,587
+160
+1% +$43K 1.75% 8
2025
Q3 		$3.16M Sell
12,427
-220
-2% -$49.7K 1.61% 10
2025
Q2 		$2.67M Sell
12,647
-1,100
-8% -$222K 1.42% 13
2025
Q1 		$3.05M Sell
13,747
-711
-5% -$165K 1.79% 9
2024
Q4 		$3.22M Sell
14,458
-74
-0.5% -$17.4K 1.83% 7
2024
Q3 		$3.39M Sell
14,532
-204
-1% -$45.6K 2.06% 6
2024
Q2 		$3.3M Buy
14,736
+35
+0.2% +$6.53K 2.15% 6
2024
Q1 		$2.52M Sell
14,701
-278
-2% -$50.5K 1.78% 13
2023
Q4 		$2.88M Buy
14,979
+122
+0.8% +$22.5K 3.26% 3
2023
Q3 		$2.61M Buy
14,857
+216
+1% +$39.6K 3.52% 5
2023
Q2 		$2.84M Sell
14,641
-88
-0.6% -$15.3K 2.63% 5
2023
Q1 		$2.43M Sell
14,729
-790
-5% -$117K 2.24% 6
2022
Q4 		$2.02M Sell
15,519
-1,176
-7% -$168K 1.82% 7
2022
Q3 		$2.31M Buy
16,695
+102
+0.6% +$16K 2.1% 11
2022
Q2 		$2.27M Buy
16,593
+2
+0% +$303 1.88% 12
2022
Q1 		$2.9M Buy
16,591
+44
+0.3% +$7.4K 2.07% 10
2021
Q4 		$2.89M Sell
16,547
-527
-3% -$83.3K 2% 10
2021
Q3 		$2.44M Buy
17,074
+232
+1% +$34.2K 1.73% 16
2021
Q2 		$2.45M Sell
16,842
-134
-0.8% -$17.4K 1.81% 16
2021
Q1 		$2.26M Sell
16,976
-1,067
-6% -$137K 1.68% 17
2020
Q4 		$2.39M Buy
18,043
+597
+3% +$71.8K 2% 13
2020
Q3 		$2.02M Buy
17,446
+306
+2% +$33.4K 2.09% 11
2020
Q2 		$1.56M Buy
17,140
+280
+2% +$21.7K 1.67% 13
2020
Q1 		$1.07M Sell
16,860
-4,168
-20% -$307K 1.25% 16
2019
Q4 		$1.54M Buy
+21,028
New +$1.35M 1.47% 19

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Capital Square's AAPL Position: Q3 2026 in Review

Capital Square reduced its Apple (AAPL) stake by 0.16% in Q3 2026, selling an estimated $6.74K and leaving 13,303 shares worth $4.43M. The position accounts for 1.96% of the portfolio, ranked #8.

Capital Square first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 2,480 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Capital Square held 13,303 shares of Apple worth $4.43M as of Q3 2026.
  • Capital Square sold 21 Apple shares in Q3 2026, an estimated $6.74K.
  • Apple made up 1.96% of Capital Square's portfolio in Q3 2026, its #8 holding.
  • Capital Square first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.