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Capital Wealth Alliance’s Apple AAPL Stock Holding History

Capital Wealth Alliance’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
Q1 		$277K Buy
1,091
+21
+2% +$5.46K 0.13% 76
2025
Q4 		$294K Sell
1,070
-45
-4% -$12.1K 0.13% 70
2025
Q3 		$284K Buy
+1,115
New +$252K 0.14% 67
2025
Q1 		– Sell
-1,457
Closed -$365K – 73
2024
Q4 		$365K Buy
1,457
+53
+4% +$12.5K 0.21% 62
2024
Q3 		$327K Sell
1,404
-12,064
-90% -$2.69M 0.19% 63
2024
Q2 		$2.84M Buy
13,468
+105
+0.8% +$19.6K 1.62% 16
2024
Q1 		$2.29M Sell
13,363
-660
-5% -$120K 1.35% 19
2023
Q4 		$2.7M Sell
14,023
-79
-0.6% -$14.6K 1.85% 15
2023
Q3 		$2.41M Sell
14,102
-274
-2% -$50.2K 1.82% 15
2023
Q2 		$2.79M Sell
14,376
-527
-4% -$91.8K 2.1% 11
2023
Q1 		$2.46M Sell
14,903
-15
-0.1% -$2.21K 1.98% 11
2022
Q4 		$1.94M Sell
14,918
-8,895
-37% -$1.27M 1.62% 13
2022
Q3 		$3.3M Sell
23,813
-851
-3% -$134K 2.73% 6
2022
Q2 		$3.39M Buy
24,664
+461
+2% +$69.8K 2.37% 8
2022
Q1 		$4.23M Sell
24,203
-553
-2% -$93K 2.51% 7
2021
Q4 		$4.39M Sell
24,756
-809
-3% -$128K 2.56% 7
2021
Q3 		$3.7M Buy
25,565
+428
+2% +$63K 2.25% 8
2021
Q2 		$3.58M Buy
25,137
+1,001
+4% +$130K 2.29% 8
2021
Q1 		$2.95M Buy
24,136
+743
+3% +$95.4K 1.97% 8
2020
Q4 		$3.16M Sell
23,393
-168
-0.7% -$20.2K 2.31% 10
2020
Q3 		$2.73M Buy
23,561
+14,149
+150% +$1.54M 2.45% 9
2020
Q2 		$858K Sell
9,412
-1,100
-10% -$85.2K 0.89% 33
2020
Q1 		$668K Buy
10,512
+8,128
+341% +$598K 0.7% 48
2019
Q4 		$184K Buy
+2,384
New +$153K 0.15% 82

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Wealth Alliance's AAPL Position: Q1 2026 in Review

Capital Wealth Alliance increased its Apple (AAPL) stake by 2% in Q1 2026, buying an estimated $5.46K and bringing the position to 1,091 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #76.

Capital Wealth Alliance first reported a position in AAPL in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.39M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Capital Wealth Alliance held 1,091 shares of Apple worth $277K as of Q1 2026.
  • Capital Wealth Alliance bought 21 Apple shares in Q1 2026, an estimated $5.46K.
  • Apple made up 0.13% of Capital Wealth Alliance's portfolio in Q1 2026, its #76 holding.
  • Capital Wealth Alliance first reported a position in Apple in Q4 2019 and has held it in 24 quarters since.
  • Capital Wealth Alliance's Apple position peaked at $4.39M in Q4 2021.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Capital Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.