Capstone Wealth Management (Alabama)’s Apple AAPL Stock Holding History

Capstone Wealth Management (Alabama)’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	$3.58M	Buy	12,372 +3,653	+42%	+$1.04M	1.66%	12
2026 Q1	$2.21M	Sell	8,719 -9	-0.1%	-$2.34K	1.54%	14
2025 Q4	$2.37M	Buy	8,728 +191	+2%	+$51.3K	1.73%	14
2025 Q3	$2.17M	Buy	8,537 +42	+0.5%	+$9.49K	1.67%	14
2025 Q2	$1.74M	Buy	8,495 +3	+0%	+$606	1.53%	14
2025 Q1	$1.89M	Sell	8,492 -36	-0.4%	-$8.34K	1.88%	11
2024 Q4	$2.14M	Buy	+8,528	New	+$2.01M	2.09%	11

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s AAPL Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its Apple (AAPL) stake by 42% in Q2 2026, buying an estimated $1.04M and bringing the position to 12,372 shares worth $3.58M. The position accounts for 1.66% of the portfolio, ranked #12.

Capstone Wealth Management (Alabama) first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Capstone Wealth Management (Alabama) held 12,372 shares of Apple worth $3.58M as of Q2 2026.
Capstone Wealth Management (Alabama) bought 3,653 Apple shares in Q2 2026, an estimated $1.04M.
Apple made up 1.66% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #12 holding.
Capstone Wealth Management (Alabama) first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.