Capstone Financial Advisors’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 | $36M | Sell |
142,016
-2,963
| -2% | -$771K | 1.94% | 14 |
|
|
2025
Q4 | $39.4M | Sell |
144,979
-5,384
| -4% | -$1.45M | 2.1% | 14 |
|
|
2025
Q3 | $38.3M | Buy |
150,363
+3,566
| +2% | +$806K | 2.08% | 14 |
|
|
2025
Q2 | $30.1M | Sell |
146,797
-2,461
| -2% | -$497K | 1.75% | 14 |
|
|
2025
Q1 | $33.2M | Sell |
149,258
-6,329
| -4% | -$1.47M | 2.08% | 13 |
|
|
2024
Q4 | $39M | Sell |
155,587
-3,464
| -2% | -$816K | 2.41% | 12 |
|
|
2024
Q3 | $37.1M | Sell |
159,051
-1,196
| -0.7% | -$267K | 2.28% | 12 |
|
|
2024
Q2 | $33.8M | Sell |
160,247
-5,107
| -3% | -$952K | 2.23% | 13 |
|
|
2024
Q1 | $28.4M | Sell |
165,354
-1,645
| -1% | -$299K | 1.91% | 14 |
|
|
2023
Q4 | $32.2M | Sell |
166,999
-543
| -0.3% | -$100K | 2.3% | 13 |
|
|
2023
Q3 | $28.7M | Buy |
167,542
+5,227
| +3% | +$959K | 2.26% | 12 |
|
|
2023
Q2 | $31.5M | Sell |
162,315
-4,214
| -3% | -$734K | 2.37% | 12 |
|
|
2023
Q1 | $27.5M | Sell |
166,529
-1,996
| -1% | -$295K | 2.17% | 14 |
|
|
2022
Q4 | $21.9M | Sell |
168,525
-3,409
| -2% | -$487K | 1.85% | 15 |
|
|
2022
Q3 | $23.8M | Sell |
171,934
-1,452
| -0.8% | -$228K | 2.19% | 14 |
|
|
2022
Q2 | $23.7M | Sell |
173,386
-655
| -0.4% | -$99.2K | 2.02% | 16 |
|
|
2022
Q1 | $30.4M | Sell |
174,041
-1,831
| -1% | -$308K | 2.21% | 13 |
|
|
2021
Q4 | $31.2M | Sell |
175,872
-360
| -0.2% | -$56.9K | 2.26% | 15 |
|
|
2021
Q3 | $24.9M | Sell |
176,232
-3,728
| -2% | -$549K | 1.95% | 14 |
|
|
2021
Q2 | $24.6M | Buy |
179,960
+299
| +0.2% | +$38.7K | 1.95% | 14 |
|
|
2021
Q1 | $21.9M | Sell |
179,661
-2,879
| -2% | -$370K | 1.95% | 13 |
|
|
2020
Q4 | $24.2M | Sell |
182,540
-2,378
| -1% | -$286K | 2.3% | 12 |
|
|
2020
Q3 | $21.4M | Buy |
184,918
+1,254
| +0.7% | +$137K | 2.26% | 13 |
|
|
2020
Q2 | $16.8M | Buy |
183,664
+2,120
| +1% | +$164K | 1.92% | 14 |
|
|
2020
Q1 | $11.5M | Sell |
181,544
-13,120
| -7% | -$965K | 1.51% | 16 |
|
|
2019
Q4 | $14.3M | Sell |
194,664
-3,312
| -2% | -$213K | 2.01% | 11 |
|
|
2019
Q3 | $11.1M | Sell |
197,976
-3,672
| -2% | -$192K | 1.7% | 11 |
|
|
2019
Q2 | $9.98M | Sell |
201,648
-2,076
| -1% | -$101K | 1.61% | 11 |
|
|
2019
Q1 | $9.67M | Buy |
203,724
+144
| +0.1% | +$6.11K | 1.65% | 11 |
|
|
2018
Q4 | $8.03M | Sell |
203,580
-3,680
| -2% | -$178K | 1.61% | 14 |
|
|
2018
Q3 | $11.7M | Sell |
207,260
-628
| -0.3% | -$32.7K | 2.91% | 10 |
|
|
2018
Q2 | $9.62M | Sell |
207,888
-7,620
| -4% | -$346K | 2.89% | 9 |
|
|
2018
Q1 | $9.04M | Sell |
215,508
-4,288
| -2% | -$185K | 2.98% | 9 |
|
|
2017
Q4 | $9.3M | Sell |
219,796
-3,700
| -2% | -$155K | 3.47% | 7 |
|
|
2017
Q3 | $8.61M | Sell |
223,496
-240
| -0.1% | -$9.31K | 3.83% | 6 |
|
|
2017
Q2 | $8.06M | Buy |
223,736
+2,924
| +1% | +$108K | 3.89% | 6 |
|
|
2017
Q1 | $7.93M | Sell |
220,812
-3,356
| -1% | -$111K | 4.02% | 6 |
|
|
2016
Q4 | $6.49M | Buy |
224,168
+3,596
| +2% | +$102K | 2.96% | 8 |
|
|
2016
Q3 | $6.23M | Sell |
220,572
-2,560
| -1% | -$67.8K | 3.31% | 6 |
|
|
2016
Q2 | $5.33M | Sell |
223,132
-3,612
| -2% | -$89.8K | 2.88% | 7 |
|
|
2016
Q1 | $6.18M | Sell |
226,744
-40,224
| -15% | -$1M | 2.45% | 8 |
|
|
2015
Q4 | $7.03M | Sell |
266,968
-5,360
| -2% | -$153K | 2.5% | 9 |
|
|
2015
Q3 | $7.51M | Sell |
272,328
-41,244
| -13% | -$1.21M | 3.33% | 7 |
|
|
2015
Q2 | $9.83M | Sell |
313,572
-3,880
| -1% | -$124K | 3.84% | 6 |
|
|
2015
Q1 | $9.88M | Buy |
317,452
+5,124
| +2% | +$155K | 3.79% | 6 |
|
|
2014
Q4 | $8.62M | Sell |
312,328
-164
| -0.1% | -$4.46K | 2.68% | 10 |
|
|
2014
Q3 | $7.87M | Buy |
312,492
+5,024
| +2% | +$123K | 4.79% | 5 |
|
|
2014
Q2 | $7.14M | Sell |
307,468
-1,288
| -0.4% | -$27.4K | 4.97% | 4 |
|
|
2014
Q1 | $5.92M | Sell |
308,756
-14,364
| -4% | -$273K | 3.62% | 5 |
|
|
2013
Q4 | $6.47M | Buy |
+323,120
| New | +$6.1M | 4.17% | 5 |
|
Other funds holding AAPL
VCM
VPM
Capstone Financial Advisors's AAPL Position: Q1 2026 in Review
Capstone Financial Advisors reduced its Apple (AAPL) stake by 2% in Q1 2026, selling an estimated $771K and leaving 142,016 shares worth $36M. The position accounts for 1.94% of the portfolio, ranked #14.
Capstone Financial Advisors first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $39.4M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Capstone Financial Advisors held 142,016 shares of Apple worth $36M as of Q1 2026.
- Capstone Financial Advisors sold 2,963 Apple shares in Q1 2026, an estimated $771K.
- Apple made up 1.94% of Capstone Financial Advisors's portfolio in Q1 2026, its #14 holding.
- Capstone Financial Advisors first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
- Capstone Financial Advisors's Apple position peaked at $39.4M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.