Capital Wealth Planning’s Apple AAPL Stock Holding History

Capital Wealth Planning’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 Q2	–	Sell	-300	Closed	-$3	–	141
2025 Q1	$3	Buy	+300	New	+$69.5K	﹤0.01%	142
2022 Q1	–	Sell	-11,600	Closed	-$14K	–	92
2021 Q4	$14K	Buy	+11,600	New	+$1.83M	﹤0.01%	104
2021 Q3	–	Sell	-1,800	Closed	-$382K	–	110
2021 Q2	$382K	Buy	+1,800	New	+$233K	0.01%	82
2020 Q2	–	Sell	-2,400	Closed	-$153K	–	101
2020 Q1	$153K	Buy	+2,400	New	+$177K	0.01%	218

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.