Capstone Investment Advisors
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Capstone Investment Advisors’s Apple AAPL Stock Holding History

Capstone Investment Advisors’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
Q1 		$250M Sell
986,365
-38,524
-4% -$10M 0.44% 35
2025
Q4 		$279M Buy
1,024,889
+50,762
+5% +$13.6M 0.55% 32
2025
Q3 		$248M Sell
974,127
-2,843,183
-74% -$642M 0.46% 29
2025
Q2 		$783M Buy
3,817,310
+2,317,576
+155% +$468M 1.94% 12
2025
Q1 		$333M Buy
1,499,734
+1,183,954
+375% +$274M 0.88% 20
2024
Q4 		$79.1M Buy
315,780
+311,162
+6,738% +$73.3M 0.19% 65
2024
Q3 		$1.08M Sell
4,618
-74,087
-94% -$16.5M ﹤0.01% 934
2024
Q2 		$16.6M Sell
78,705
-204,077
-72% -$38.1M 0.05% 219
2024
Q1 		$48.5M Buy
282,782
+237,570
+525% +$43.2M 0.17% 85
2023
Q4 		$8.7M Sell
45,212
-110,275
-71% -$20.4M 0.03% 377
2023
Q3 		$26.6M Buy
155,487
+155,486
+15,548,600% +$28.5M 0.12% 115
2023
Q2 		$194 Sell
1
-49,999
-100% -$8.71M ﹤0.01% 1823
2023
Q1 		$8.24M Sell
50,000
-139,459
-74% -$20.6M 0.04% 268
2022
Q4 		$24.6M Sell
189,459
-412,854
-69% -$59M 0.18% 81
2022
Q3 		$83.2M Sell
602,313
-13,131
-2% -$2.06M 0.5% 17
2022
Q2 		$84.1M Buy
615,444
+289,723
+89% +$43.9M 0.41% 25
2022
Q1 		$56.9M Buy
325,721
+204,574
+169% +$34.4M 0.16% 94
2021
Q4 		$21.5M Sell
121,147
-331,871
-73% -$52.4M 0.04% 416
2021
Q3 		$64.1M Buy
+453,018
New +$66.7M 0.13% 142
2021
Q2 		– Sell
-1,102,796
Closed -$143M – 1697
2021
Q1 		$135M Buy
1,102,796
+866,912
+368% +$111M 0.4% 42
2020
Q4 		$31.3M Buy
235,884
+232,668
+7,235% +$28M 0.1% 160
2020
Q3 		$372K Buy
3,216
+2,540
+376% +$277K ﹤0.01% 1215
2020
Q2 		$62K Sell
676
-121,104
-99% -$9.38M ﹤0.01% 1274
2020
Q1 		$7.74M Sell
121,780
-737,828
-86% -$54.3M 0.12% 177
2019
Q4 		$63.1M Buy
859,608
+856,560
+28,102% +$55.1M 0.34% 50
2019
Q3 		$171K Sell
3,048
-247,052
-99% -$12.9M ﹤0.01% 1246
2019
Q2 		$12.4M Buy
250,100
+205,380
+459% +$10M 0.09% 237
2019
Q1 		$2.12M Sell
44,720
-812,020
-95% -$34.4M 0.02% 584
2018
Q4 		$33.8M Buy
856,740
+789,508
+1,174% +$38.3M 0.42% 36
2018
Q3 		$3.79M Sell
67,232
-157,964
-70% -$8.23M 0.04% 304
2018
Q2 		$10.4M Sell
225,196
-596,948
-73% -$27.1M 0.16% 97
2018
Q1 		$34.5M Buy
822,144
+811,272
+7,462% +$34.9M 0.66% 37
2017
Q4 		$459K Sell
10,872
-1,061,756
-99% -$44.4M 0.01% 282
2017
Q3 		$41.3M Sell
1,072,628
-1,487,360
-58% -$57.7M 1.45% 11
2017
Q2 		$92.2M Buy
2,559,988
+2,542,976
+14,948% +$94M 2.5% 4
2017
Q1 		$610K Sell
17,012
-8,342,084
-100% -$275M 0.02% 545
2016
Q4 		$242M Buy
8,359,096
+1,650,060
+25% +$46.8M 7.48% 1
2016
Q3 		$190M Buy
6,709,036
+6,031,960
+891% +$160M 4.15% 4
2016
Q2 		$16.2M Buy
677,076
+483,948
+251% +$12M 0.31% 64
2016
Q1 		$5.26M Sell
193,128
-3,006,872
-94% -$74.9M 0.16% 97
2015
Q4 		$84.2M Buy
+3,200,000
New +$91.4M 2.25% 8
2015
Q3 		– Sell
-2,773,668
Closed -$81.3M – 396
2015
Q2 		$87M Sell
2,773,668
-6,499,016
-70% -$208M 1.23% 16
2015
Q1 		$288M Buy
9,272,684
+1,304,044
+16% +$39.4M 4.69% 5
2014
Q4 		$220M Sell
7,968,640
-43,060
-0.5% -$1.17M 3.15% 6
2014
Q3 		$202M Buy
+8,011,700
New +$197M 2.28% 6
2014
Q2 		– Sell
-5,989,508
Closed -$127M – 392
2014
Q1 		$115M Sell
5,989,508
-17,495,296
-74% -$333M 1.46% 9
2013
Q4 		$471M Buy
23,484,804
+18,186,392
+343% +$344M 5.14% 4
2013
Q3 		$90.2M Sell
5,298,412
-2,214,520
-29% -$36.7M 0.91% 14
2013
Q2 		$106M Buy
+7,512,932
New +$116M 1.13% 14

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capstone Investment Advisors's AAPL Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Apple (AAPL) stake by 3.8% in Q1 2026, selling an estimated $10M and leaving 986,365 shares worth $250M. The position accounts for 0.44% of the portfolio, ranked #35.

Capstone Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 49 quarters since. The position peaked at $783M in Q2 2025. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Capstone Investment Advisors held 986,365 shares of Apple worth $250M as of Q1 2026.
  • Capstone Investment Advisors sold 38,524 Apple shares in Q1 2026, an estimated $10M.
  • Apple made up 0.44% of Capstone Investment Advisors's portfolio in Q1 2026, its #35 holding.
  • Capstone Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 49 quarters since.
  • Capstone Investment Advisors's Apple position peaked at $783M in Q2 2025.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.