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Capstone Capital’s Apple AAPL Stock Holding History

Capstone Capital’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
Q3 		$976K Sell
2,931
-24
-0.8% -$7.71K 0.55% 6
2026
Q2 		$855K Buy
2,955
+9
+0.3% +$2.57K 0.49% 6
2026
Q1 		$748K Buy
2,946
+139
+5% +$36.2K 0.48% 6
2025
Q4 		$763K Sell
2,807
-965
-26% -$259K 0.5% 6
2025
Q3 		$960K Buy
3,772
+502
+15% +$113K 0.64% 8
2025
Q2 		$671K Sell
3,270
-217
-6% -$43.8K 0.49% 9
2025
Q1 		$775K Buy
3,487
+1
+0% +$232 0.62% 7
2024
Q4 		$873K Hold
3,486
– – 0.71% 6
2024
Q3 		$812K Buy
3,486
+161
+5% +$36K 0.67% 7
2024
Q2 		$700K Buy
3,325
+300
+10% +$55.9K 0.63% 10
2024
Q1 		$519K Hold
3,025
– – 0.45% 12
2023
Q4 		$582K Buy
+3,025
New +$559K 0.57% 12

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Capstone Capital's AAPL Position: Q3 2026 in Review

Capstone Capital reduced its Apple (AAPL) stake by 0.81% in Q3 2026, selling an estimated $7.71K and leaving 2,931 shares worth $976K. The position accounts for 0.55% of the portfolio, ranked #6.

Capstone Capital first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 1,173 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Capstone Capital held 2,931 shares of Apple worth $976K as of Q3 2026.
  • Capstone Capital sold 24 Apple shares in Q3 2026, an estimated $7.71K.
  • Apple made up 0.55% of Capstone Capital's portfolio in Q3 2026, its #6 holding.
  • Capstone Capital first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 1,173 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Capstone Capital's 13F filing for Q3 2026, filed 14 Oct 2026.