Capital Wealth Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $902M | Buy |
3,553,595
+616,544
| +21% | +$160M | 4.97% | 3 |
|
|
2025
Q4 | $798M | Sell |
2,937,051
-279,706
| -9% | -$75.1M | 5.16% | 3 |
|
|
2025
Q3 | $819M | Buy |
3,216,757
+679,414
| +27% | +$153M | 5.77% | 1 |
|
|
2025
Q2 | $521M | Buy |
2,537,343
+911,343
| +56% | +$184M | 4.11% | 13 |
|
|
2025
Q1 | $361M | Buy |
1,626,000
+1,566,654
| +2,640% | +$363M | 3.13% | 19 |
|
|
2024
Q4 | $14.9M | Sell |
59,346
-2,449,377
| -98% | -$577M | 0.14% | 29 |
|
|
2024
Q3 | $585M | Buy |
2,508,723
+316,909
| +14% | +$70.8M | 5.45% | 2 |
|
|
2024
Q2 | $462M | Buy |
2,191,814
+525,706
| +32% | +$98M | 4.84% | 9 |
|
|
2024
Q1 | $286M | Buy |
1,666,108
+1,615,618
| +3,200% | +$294M | 3.05% | 15 |
|
|
2023
Q4 | $9.72M | Sell |
50,490
-2,466,350
| -98% | -$455M | 0.11% | 33 |
|
|
2023
Q3 | $431M | Buy |
2,516,840
+476,522
| +23% | +$87.4M | 5.3% | 6 |
|
|
2023
Q2 | $396M | Buy |
2,040,318
+470,263
| +30% | +$81.9M | 4.88% | 10 |
|
|
2023
Q1 | $261M | Buy |
1,570,055
+626,454
| +66% | +$92.4M | 3.53% | 17 |
|
|
2022
Q4 | $123M | Buy |
943,601
+107,682
| +13% | +$15.4M | 1.79% | 22 |
|
|
2022
Q3 | $116M | Sell |
835,919
-1,060,187
| -56% | -$166M | 2.11% | 21 |
|
|
2022
Q2 | $259M | Buy |
1,896,106
+245,897
| +15% | +$37.2M | 5.08% | 11 |
|
|
2022
Q1 | $288M | Buy |
1,650,209
+29,832
| +2% | +$5.02M | 5.82% | 2 |
|
|
2021
Q4 | $288M | Buy |
1,620,377
+90,586
| +6% | +$14.3M | 6.38% | 2 |
|
|
2021
Q3 | $216M | Buy |
1,529,791
+51,358
| +3% | +$7.56M | 5.95% | 3 |
|
|
2021
Q2 | $203M | Buy |
1,478,433
+321,035
| +28% | +$41.6M | 5.71% | 3 |
|
|
2021
Q1 | $141M | Buy |
1,157,398
+137,304
| +13% | +$17.6M | 4.62% | 10 |
|
|
2020
Q4 | $141M | Buy |
1,020,094
+187,725
| +23% | +$22.6M | 5.45% | 3 |
|
|
2020
Q3 | $96.4M | Sell |
832,369
-216,127
| -21% | -$23.6M | 4.77% | 9 |
|
|
2020
Q2 | $95.6M | Sell |
1,048,496
-186,160
| -15% | -$14.4M | 5.45% | 3 |
|
|
2020
Q1 | $78.5M | Buy |
1,234,656
+1,099,704
| +815% | +$80.9M | 4.94% | 2 |
|
|
2019
Q4 | $9.91M | Sell |
134,952
-1,198,900
| -90% | -$77.1M | 0.59% | 30 |
|
|
2019
Q3 | $81.2M | Buy |
1,333,852
+431,904
| +48% | +$22.6M | 5.16% | 3 |
|
|
2019
Q2 | $44.6M | Buy |
901,948
+808,008
| +860% | +$39.4M | 3.24% | 11 |
|
|
2019
Q1 | $4.46M | Sell |
93,940
-2,460
| -3% | -$104K | 2.92% | 7 |
|
|
2018
Q4 | $3.8M | Buy |
96,400
+65,792
| +215% | +$3.19M | 2.52% | 9 |
|
|
2018
Q3 | $1.73M | Sell |
30,608
-19,332
| -39% | -$1.01M | 1.18% | 20 |
|
|
2018
Q2 | $2.31M | Sell |
49,940
-29,640
| -37% | -$1.34M | 1.61% | 17 |
|
|
2018
Q1 | $3.34M | Buy |
+79,580
| New | +$3.43M | 2.32% | 7 |
|
|
2017
Q4 | – | Sell |
-59,060
| Closed | -$2.28M | – | 112 |
|
|
2017
Q3 | $2.28M | Sell |
59,060
-693,048
| -92% | -$26.9M | 1.79% | 11 |
|
|
2017
Q2 | $27.1M | Buy |
752,108
+740,208
| +6,220% | +$27.4M | 4.34% | 6 |
|
|
2017
Q1 | $427K | Hold |
11,900
| – | – | 0.36% | 37 |
|
|
2016
Q4 | $345K | Hold |
11,900
| – | – | 0.3% | 44 |
|
|
2016
Q3 | $336K | Hold |
11,900
| – | – | 0.26% | 47 |
|
|
2016
Q2 | $285K | Sell |
11,900
-12,600
| -51% | -$313K | 0.21% | 60 |
|
|
2016
Q1 | $668K | Buy |
24,500
+6,500
| +36% | +$162K | 0.48% | 39 |
|
|
2015
Q4 | $474K | Sell |
18,000
-37,000
| -67% | -$1.06M | 0.44% | 47 |
|
|
2015
Q3 | $1.51M | Sell |
55,000
-98,284
| -64% | -$2.88M | 1.2% | 23 |
|
|
2015
Q2 | $4.81M | Sell |
153,284
-85,664
| -36% | -$2.74M | 2.87% | 7 |
|
|
2015
Q1 | $7.43M | Buy |
238,948
+33,304
| +16% | +$1.01M | 3.87% | 6 |
|
|
2014
Q4 | $5.67M | Sell |
205,644
-61,904
| -23% | -$1.68M | 2.65% | 8 |
|
|
2014
Q3 | $6.74M | Buy |
267,548
+11,880
| +5% | +$292K | 2.73% | 7 |
|
|
2014
Q2 | $5.94M | Sell |
255,668
-51,800
| -17% | -$1.1M | 2.2% | 10 |
|
|
2014
Q1 | $5.89M | Buy |
+307,468
| New | +$5.85M | 2.54% | 9 |
|
|
2013
Q4 | – | Sell |
-451,276
| Closed | -$7.68M | – | 67 |
|
|
2013
Q3 | $7.68M | Buy |
+451,276
| New | +$7.48M | 3.46% | 5 |
|
Other funds holding AAPL
VCM
VPM
Capital Wealth Planning's AAPL Position: Q1 2026 in Review
Capital Wealth Planning increased its Apple (AAPL) stake by 21% in Q1 2026, buying an estimated $160M and bringing the position to 3,553,595 shares worth $902M. The position accounts for 4.97% of the portfolio, ranked #3.
Capital Wealth Planning first reported a position in AAPL in Q3 2013 and has held it in 49 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Capital Wealth Planning held 3,553,595 shares of Apple worth $902M as of Q1 2026.
- Capital Wealth Planning bought 616,544 Apple shares in Q1 2026, an estimated $160M.
- Apple made up 4.97% of Capital Wealth Planning's portfolio in Q1 2026, its #3 holding.
- Capital Wealth Planning first reported a position in Apple in Q3 2013 and has held it in 49 quarters since.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.