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Capital Wealth Management’s Apple AAPL Stock Holding History

Capital Wealth Management’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
2025
Q4 		– Sell
-2,291
Closed -$583K – 36
2025
Q3 		$583K Sell
2,291
-251
-10% -$56.7K 0.2% 31
2025
Q2 		$521K Sell
2,542
-10
-0.4% -$2.02K 0.19% 33
2025
Q1 		$567K Sell
2,552
-225
-8% -$52.1K 0.24% 29
2024
Q4 		$695K Buy
2,777
+2
+0.1% +$471 0.3% 30
2024
Q3 		$647K Sell
2,775
-119
-4% -$26.6K 0.28% 30
2024
Q2 		$610K Buy
2,894
+1,424
+97% +$266K 0.28% 31
2024
Q1 		$252K Sell
1,470
-3,797
-72% -$690K 0.12% 41
2023
Q4 		$1.01M Buy
5,267
+17
+0.3% +$3.14K 0.52% 25
2023
Q3 		$899K Hold
5,250
– – 0.49% 27
2023
Q2 		$1.02M Hold
5,250
– – 0.55% 26
2023
Q1 		$866K Buy
+5,250
New +$775K 0.5% 26
2019
Q4 		– Sell
-6,284
Closed -$351K – 28
2019
Q3 		$351K Sell
6,284
-1,268
-17% -$66.3K 0.38% 22
2019
Q2 		$373K Hold
7,552
– – 0.37% 24
2019
Q1 		$359K Hold
7,552
– – 0.36% 25
2018
Q4 		$298K Hold
7,552
– – 0.33% 27
2018
Q3 		$426K Buy
7,552
+1,020
+16% +$53.1K 0.37% 29
2018
Q2 		$302K Buy
6,532
+1,268
+24% +$57.5K 0.28% 34
2018
Q1 		$221K Hold
5,264
– – 0.21% 35
2017
Q4 		$223K Buy
+5,264
New +$220K 0.19% 38

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Wealth Management's AAPL Position: Q4 2025 in Review

Capital Wealth Management sold out of Apple (AAPL) in Q4 2025, closing a stake of 2,291 shares — an estimated $583K sold.

Capital Wealth Management first reported a position in AAPL in Q4 2017 and held it in 19 quarters. The position peaked at $1.02M in Q2 2023. 6,111 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Capital Wealth Management reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
  • Capital Wealth Management sold 2,291 Apple shares in Q4 2025, an estimated $583K.
  • Capital Wealth Management first reported a position in Apple in Q4 2017 and held it in 19 quarters.
  • Capital Wealth Management's Apple position peaked at $1.02M in Q2 2023.
  • 6,111 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Capital Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.