Capstone Investment 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 | $204M | Sell |
802,900
-13,200
| -2% | -$3.44M | 0.35% | 40 |
|
|
2025
Q4 | $222M | Buy |
816,100
+60,900
| +8% | +$16.3M | 0.43% | 38 |
|
|
2025
Q3 | $192M | Buy |
755,200
+419,200
| +125% | +$94.7M | 0.36% | 31 |
|
|
2025
Q2 | $68.9M | Sell |
336,000
-388,200
| -54% | -$78.4M | 0.17% | 50 |
|
|
2025
Q1 | $161M | Sell |
724,200
-949,900
| -57% | -$220M | 0.43% | 29 |
|
|
2024
Q4 | $419M | Buy |
1,674,100
+142,500
| +9% | +$33.6M | 1.01% | 20 |
|
|
2024
Q3 | $357M | Sell |
1,531,600
-109,200
| -7% | -$24.4M | 1.09% | 16 |
|
|
2024
Q2 | $346M | Buy |
1,640,800
+341,900
| +26% | +$63.8M | 1.08% | 15 |
|
|
2024
Q1 | $223M | Sell |
1,298,900
-1,096,000
| -46% | -$199M | 0.8% | 18 |
|
|
2023
Q4 | $461M | Buy |
2,394,900
+1,297,700
| +118% | +$240M | 1.39% | 12 |
|
|
2023
Q3 | $188M | Sell |
1,097,200
-1,343,200
| -55% | -$246M | 0.85% | 16 |
|
|
2023
Q2 | $473M | Buy |
2,440,400
+1,607,900
| +193% | +$280M | 2.34% | 5 |
|
|
2023
Q1 | $137M | Buy |
832,500
+199,300
| +31% | +$29.4M | 0.69% | 12 |
|
|
2022
Q4 | $82.3M | Buy |
633,200
+355,300
| +128% | +$50.8M | 0.6% | 15 |
|
|
2022
Q3 | $38.4M | Sell |
277,900
-110,800
| -29% | -$17.4M | 0.23% | 46 |
|
|
2022
Q2 | $53.1M | Sell |
388,700
-1,115,800
| -74% | -$169M | 0.26% | 45 |
|
|
2022
Q1 | $263M | Sell |
1,504,500
-1,172,500
| -44% | -$197M | 0.72% | 16 |
|
|
2021
Q4 | $475M | Buy |
2,677,000
+198,900
| +8% | +$31.4M | 0.8% | 16 |
|
|
2021
Q3 | $351M | Buy |
2,478,100
+197,500
| +9% | +$29.1M | 0.69% | 19 |
|
|
2021
Q2 | $312M | Buy |
2,280,600
+824,600
| +57% | +$107M | 0.71% | 17 |
|
|
2021
Q1 | $178M | Sell |
1,456,000
-872,400
| -37% | -$112M | 0.52% | 33 |
|
|
2020
Q4 | $309M | Sell |
2,328,400
-13,300
| -0.6% | -$1.6M | 1.03% | 16 |
|
|
2020
Q3 | $271M | Buy |
2,341,700
+1,076,100
| +85% | +$117M | 1.39% | 9 |
|
|
2020
Q2 | $115M | Buy |
1,265,600
+900,800
| +247% | +$69.8M | 0.76% | 14 |
|
|
2020
Q1 | $23.2M | Sell |
364,800
-2,144,400
| -85% | -$158M | 0.37% | 38 |
|
|
2019
Q4 | $184M | Sell |
2,509,200
-114,800
| -4% | -$7.39M | 0.99% | 11 |
|
|
2019
Q3 | $147M | Sell |
2,624,000
-1,242,800
| -32% | -$65M | 1.01% | 12 |
|
|
2019
Q2 | $191M | Sell |
3,866,800
-1,041,200
| -21% | -$50.7M | 1.38% | 9 |
|
|
2019
Q1 | $233M | Buy |
4,908,000
+4,035,600
| +463% | +$171M | 2.14% | 7 |
|
|
2018
Q4 | $34.4M | Buy |
872,400
+262,400
| +43% | +$12.7M | 0.42% | 35 |
|
|
2018
Q3 | $34.4M | Buy |
610,000
+65,600
| +12% | +$3.42M | 0.39% | 37 |
|
|
2018
Q2 | $25.2M | Sell |
544,400
-276,800
| -34% | -$12.6M | 0.39% | 51 |
|
|
2018
Q1 | $34.4M | Buy |
821,200
+781,200
| +1,953% | +$33.6M | 0.66% | 38 |
|
|
2017
Q4 | $1.69M | Sell |
40,000
-244,800
| -86% | -$10.2M | 0.05% | 171 |
|
|
2017
Q3 | $11M | Sell |
284,800
-1,282,000
| -82% | -$49.7M | 0.39% | 69 |
|
|
2017
Q2 | $56.4M | Buy |
1,566,800
+1,340,400
| +592% | +$49.6M | 1.53% | 10 |
|
|
2017
Q1 | $8.13M | Sell |
226,400
-2,443,600
| -92% | -$80.5M | 0.2% | 89 |
|
|
2016
Q4 | $77.3M | Sell |
2,670,000
-4,274,800
| -62% | -$121M | 2.39% | 6 |
|
|
2016
Q3 | $196M | Buy |
6,944,800
+6,824,800
| +5,687% | +$181M | 4.3% | 3 |
|
|
2016
Q2 | $2.87M | Sell |
120,000
-1,504,400
| -93% | -$37.4M | 0.05% | 192 |
|
|
2016
Q1 | $44.3M | Sell |
1,624,400
-702,400
| -30% | -$17.5M | 1.35% | 18 |
|
|
2015
Q4 | $61.2M | Sell |
2,326,800
-11,492,400
| -83% | -$328M | 1.64% | 11 |
|
|
2015
Q3 | $381M | Sell |
13,819,200
-4,542,000
| -25% | -$133M | 8.85% | 2 |
|
|
2015
Q2 | $576M | Buy |
18,361,200
+8,862,000
| +93% | +$283M | 8.14% | 2 |
|
|
2015
Q1 | $295M | Sell |
9,499,200
-8,114,400
| -46% | -$245M | 4.81% | 4 |
|
|
2014
Q4 | $486M | Sell |
17,613,600
-8,638,400
| -33% | -$235M | 6.96% | 4 |
|
|
2014
Q3 | $661M | Sell |
26,252,000
-11,051,600
| -30% | -$271M | 7.46% | 2 |
|
|
2014
Q2 | $867M | Sell |
37,303,600
-19,788,400
| -35% | -$421M | 11.38% | 2 |
|
|
2014
Q1 | $1.09B | Buy |
57,092,000
+2,637,600
| +5% | +$50.2M | 13.96% | 2 |
|
|
2013
Q4 | $1.09B | Sell |
54,454,400
-20,104,000
| -27% | -$380M | 11.91% | 2 |
|
|
2013
Q3 | $1.27B | Sell |
74,558,400
-834,400
| -1% | -$13.8M | 12.8% | 1 |
|
|
2013
Q2 | $1.07B | Buy |
+75,392,800
| New | +$1.16B | 11.29% | 2 |
|
Other funds holding AAPL
VCM
VPM
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. 6,074 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.
- 6,074 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.