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 | $877M | Buy |
3,456,800
+398,900
| +13% | +$104M | 1.53% | 10 |
|
|
2025
Q4 | $831M | Sell |
3,057,900
-887,900
| -23% | -$238M | 1.63% | 12 |
|
|
2025
Q3 | $1B | Sell |
3,945,800
-989,600
| -20% | -$224M | 1.87% | 12 |
|
|
2025
Q2 | $1.01B | Buy |
4,935,400
+2,107,400
| +75% | +$426M | 2.51% | 8 |
|
|
2025
Q1 | $628M | Sell |
2,828,000
-2,084,800
| -42% | -$483M | 1.66% | 12 |
|
|
2024
Q4 | $1.23B | Buy |
4,912,800
+2,203,300
| +81% | +$519M | 2.97% | 8 |
|
|
2024
Q3 | $631M | Sell |
2,709,500
-780,400
| -22% | -$174M | 1.92% | 8 |
|
|
2024
Q2 | $735M | Buy |
3,489,900
+1,766,600
| +103% | +$329M | 2.3% | 8 |
|
|
2024
Q1 | $296M | Sell |
1,723,300
-3,156,400
| -65% | -$574M | 1.06% | 12 |
|
|
2023
Q4 | $939M | Buy |
4,879,700
+2,076,600
| +74% | +$383M | 2.83% | 5 |
|
|
2023
Q3 | $480M | Sell |
2,803,100
-98,200
| -3% | -$18M | 2.16% | 6 |
|
|
2023
Q2 | $563M | Buy |
2,901,300
+752,100
| +35% | +$131M | 2.78% | 4 |
|
|
2023
Q1 | $354M | Buy |
2,149,200
+1,293,200
| +151% | +$191M | 1.79% | 4 |
|
|
2022
Q4 | $111M | Sell |
856,000
-391,300
| -31% | -$55.9M | 0.81% | 11 |
|
|
2022
Q3 | $172M | Sell |
1,247,300
-862,900
| -41% | -$135M | 1.04% | 11 |
|
|
2022
Q2 | $289M | Sell |
2,110,200
-4,817,800
| -70% | -$730M | 1.41% | 11 |
|
|
2022
Q1 | $1.21B | Sell |
6,928,000
-10,155,400
| -59% | -$1.71B | 3.32% | 5 |
|
|
2021
Q4 | $3.03B | Buy |
17,083,400
+3,696,400
| +28% | +$584M | 5.07% | 1 |
|
|
2021
Q3 | $1.89B | Buy |
13,387,000
+1,933,200
| +17% | +$285M | 3.75% | 4 |
|
|
2021
Q2 | $1.57B | Buy |
11,453,800
+1,660,200
| +17% | +$215M | 3.55% | 4 |
|
|
2021
Q1 | $1.2B | Sell |
9,793,600
-3,521,700
| -26% | -$452M | 3.52% | 3 |
|
|
2020
Q4 | $1.77B | Buy |
13,315,300
+1,321,500
| +11% | +$159M | 5.92% | 1 |
|
|
2020
Q3 | $1.39B | Buy |
11,993,800
+2,069,400
| +21% | +$226M | 7.1% | 1 |
|
|
2020
Q2 | $905M | Buy |
9,924,400
+7,574,400
| +322% | +$587M | 5.98% | 1 |
|
|
2020
Q1 | $149M | Sell |
2,350,000
-8,870,800
| -79% | -$652M | 2.4% | 4 |
|
|
2019
Q4 | $824M | Buy |
11,220,800
+3,848,800
| +52% | +$248M | 4.44% | 1 |
|
|
2019
Q3 | $413M | Buy |
7,372,000
+539,600
| +8% | +$28.2M | 2.84% | 3 |
|
|
2019
Q2 | $338M | Buy |
6,832,400
+976,000
| +17% | +$47.6M | 2.45% | 1 |
|
|
2019
Q1 | $278M | Buy |
5,856,400
+2,767,600
| +90% | +$117M | 2.56% | 3 |
|
|
2018
Q4 | $122M | Buy |
3,088,800
+145,200
| +5% | +$7.04M | 1.5% | 12 |
|
|
2018
Q3 | $166M | Buy |
2,943,600
+31,200
| +1% | +$1.62M | 1.9% | 10 |
|
|
2018
Q2 | $135M | Sell |
2,912,400
-189,200
| -6% | -$8.58M | 2.07% | 13 |
|
|
2018
Q1 | $130M | Buy |
3,101,600
+2,828,400
| +1,035% | +$122M | 2.49% | 7 |
|
|
2017
Q4 | $11.6M | Sell |
273,200
-3,379,600
| -93% | -$141M | 0.33% | 65 |
|
|
2017
Q3 | $141M | Sell |
3,652,800
-4,144,800
| -53% | -$161M | 4.94% | 3 |
|
|
2017
Q2 | $281M | Buy |
7,797,600
+7,368,800
| +1,718% | +$272M | 7.63% | 1 |
|
|
2017
Q1 | $15.4M | Sell |
428,800
-1,066,800
| -71% | -$35.1M | 0.39% | 53 |
|
|
2016
Q4 | $43.3M | Sell |
1,495,600
-10,032,800
| -87% | -$284M | 1.34% | 10 |
|
|
2016
Q3 | $326M | Buy |
11,528,400
+10,442,000
| +961% | +$276M | 7.13% | 2 |
|
|
2016
Q2 | $26M | Sell |
1,086,400
-521,600
| -32% | -$13M | 0.5% | 44 |
|
|
2016
Q1 | $43.8M | Sell |
1,608,000
-15,884,000
| -91% | -$396M | 1.34% | 20 |
|
|
2015
Q4 | $460M | Sell |
17,492,000
-3,051,200
| -15% | -$87.2M | 12.3% | 1 |
|
|
2015
Q3 | $566M | Buy |
20,543,200
+1,303,200
| +7% | +$38.2M | 13.15% | 1 |
|
|
2015
Q2 | $603M | Sell |
19,240,000
-3,994,400
| -17% | -$128M | 8.53% | 1 |
|
|
2015
Q1 | $723M | Sell |
23,234,400
-6,622,400
| -22% | -$200M | 11.76% | 1 |
|
|
2014
Q4 | $824M | Sell |
29,856,800
-12,267,600
| -29% | -$334M | 11.81% | 1 |
|
|
2014
Q3 | $1.06B | Sell |
42,124,400
-2,214,400
| -5% | -$54.3M | 11.96% | 1 |
|
|
2014
Q2 | $1.03B | Sell |
44,338,800
-16,956,000
| -28% | -$361M | 13.53% | 1 |
|
|
2014
Q1 | $1.17B | Sell |
61,294,800
-18,393,200
| -23% | -$350M | 14.99% | 1 |
|
|
2013
Q4 | $1.6B | Buy |
79,688,000
+10,631,600
| +15% | +$201M | 17.43% | 1 |
|
|
2013
Q3 | $1.18B | Sell |
69,056,400
-5,373,200
| -7% | -$89.1M | 11.86% | 2 |
|
|
2013
Q2 | $1.05B | Buy |
+74,429,600
| New | +$1.15B | 11.15% | 3 |
|
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.