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Capstone Triton Financial Group’s Apple AAPL Stock Holding History

Capstone Triton Financial Group’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 		$13.3M Buy
+45,860
New +$13.1M 7.64% 1
2026
Q1 		– Sell
-49,649
Closed -$13.5M – 63
2025
Q4 		$13.5M Sell
49,649
-331
-0.7% -$88.9K 8.94% 1
2025
Q3 		$12.7M Sell
49,980
-62
-0.1% -$14K 8.53% 1
2025
Q2 		$10.3M Buy
+50,042
New +$10.1M 7.45% 1
2024
Q4 		$13.9M Sell
55,371
-1,709
-3% -$403K 8.67% 1
2024
Q3 		$13.3M Sell
57,080
-805
-1% -$180K 8.51% 1
2024
Q2 		$12.2M Sell
57,885
-1,459
-2% -$272K 8.55% 1
2024
Q1 		$10.2M Sell
59,344
-4,906
-8% -$892K 7.22% 1
2023
Q4 		$12.4M Sell
64,250
-6,162
-9% -$1.14M 9.02% 1
2023
Q3 		$12.1M Sell
70,412
-1,070
-1% -$196K 8.81% 1
2023
Q2 		$13.9M Sell
71,482
-1,163
-2% -$203K 9.53% 1
2023
Q1 		$12M Sell
72,645
-5,321
-7% -$785K 9.01% 1
2022
Q4 		$10.1M Sell
77,966
-777
-1% -$111K 8.13% 1
2022
Q3 		$10.9M Sell
78,743
-1,000
-1% -$157K 9.31% 1
2022
Q2 		$12.4M Sell
79,743
-920
-1% -$139K 9.36% 1
2022
Q1 		$12.6M Buy
+80,663
New +$13.6M 8.81% 1
2021
Q4 		– Sell
-91,362
Closed -$13.6M – 86
2021
Q3 		$13.6M Sell
91,362
-854
-0.9% -$126K 8.17% 1
2021
Q2 		$12.6M Sell
92,216
-3,620
-4% -$469K 7.77% 1
2021
Q1 		$11.7M Sell
95,836
-2,057
-2% -$264K 7.74% 1
2020
Q4 		$13M Buy
+97,893
New +$11.8M 7.95% 1

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 Triton Financial Group's AAPL Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Apple (AAPL) in Q2 2026: 45,860 shares worth $13.3M. The stake represents 7.64% of the portfolio and ranks #1 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in AAPL as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in AAPL in Q4 2020 and has held it in 20 quarters since. The position peaked at $13.9M in Q4 2024. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Capstone Triton Financial Group held 45,860 shares of Apple worth $13.3M as of Q2 2026.
  • Apple was a new Capstone Triton Financial Group position in Q2 2026.
  • Apple made up 7.64% of Capstone Triton Financial Group's portfolio in Q2 2026, its #1 holding.
  • Capstone Triton Financial Group first reported a position in Apple in Q4 2020 and has held it in 20 quarters since.
  • Capstone Triton Financial Group's Apple position peaked at $13.9M in Q4 2024.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.