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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capstone Capital's AAPL Position: Q2 2026 in Review

Capstone Capital increased its Apple (AAPL) stake by 0.31% in Q2 2026, buying an estimated $2.57K and bringing the position to 2,955 shares worth $855K. The position accounts for 0.49% of the portfolio, ranked #6.

Capstone Capital first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $960K in Q3 2025. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Capstone Capital held 2,955 shares of Apple worth $855K as of Q2 2026.
  • Capstone Capital bought 9 Apple shares in Q2 2026, an estimated $2.57K.
  • Apple made up 0.49% of Capstone Capital's portfolio in Q2 2026, its #6 holding.
  • Capstone Capital first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Capstone Capital's Apple position peaked at $960K in Q3 2025.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Capstone Capital's 13F filing for Q2 2026, filed 22 Jul 2026.