Capitol Family Office’s Apple AAPL Stock Holding History

Capitol Family Office’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 Q2	$3.58M	Sell	12,385 -461	-4%	-$132K	3.78%	5
2026 Q1	$3.49M	Hold	12,846	–	–	4.12%	5
2025 Q4	$3.49M	Sell	12,846 -808	-6%	-$217K	4.12%	5
2025 Q3	$3.48M	Hold	13,654	–	–	4.22%	4
2025 Q2	$2.8M	Buy	13,654 +1,500	+12%	+$303K	3.65%	5
2025 Q1	$2.7M	Sell	12,154 -1,058	-8%	-$245K	3.82%	4
2024 Q4	$3.31M	Hold	13,212	–	–	4.42%	6
2024 Q3	$3.08M	Sell	13,212 -21	-0.2%	-$4.69K	3.81%	8
2024 Q2	$2.79M	Sell	13,233 -564	-4%	-$105K	3.73%	9
2024 Q1	$2.37M	Sell	13,797 -466	-3%	-$84.7K	3.06%	9
2023 Q4	$2.75M	Buy	14,263 +511	+4%	+$94.4K	4.62%	8
2023 Q3	$2.35M	Buy	13,752 +1,513	+12%	+$277K	4.43%	9
2023 Q2	$2.37M	Hold	12,239	–	–	5.42%	6
2023 Q1	$2.02M	Hold	12,239	–	–	3.98%	11
2022 Q4	$1.59M	Sell	12,239 -17,910	-59%	-$2.56M	3.22%	11
2022 Q3	$4.17M	Sell	30,149 -170	-0.6%	-$26.7K	6.25%	4
2022 Q2	$4.14M	Buy	30,319 +652	+2%	+$98.7K	4.27%	6
2022 Q1	$5.18M	Buy	29,667 +4,318	+17%	+$726K	4.17%	8
2021 Q4	$4.5M	Buy	+25,349	New	+$4.01M	3.09%	10

Other funds holding AAPL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Capitol Family Office's AAPL Position: Q2 2026 in Review

Capitol Family Office reduced its Apple (AAPL) stake by 3.6% in Q2 2026, selling an estimated $132K and leaving 12,385 shares worth $3.58M. The position accounts for 3.78% of the portfolio, ranked #5.

Capitol Family Office first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.18M in Q1 2022. 3,698 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Capitol Family Office held 12,385 shares of Apple worth $3.58M as of Q2 2026.
Capitol Family Office sold 461 Apple shares in Q2 2026, an estimated $132K.
Apple made up 3.78% of Capitol Family Office's portfolio in Q2 2026, its #5 holding.
Capitol Family Office first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
Capitol Family Office's Apple position peaked at $5.18M in Q1 2022.
3,698 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.