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

Capstone Wealth Management Group (Oregon)’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	$9.97M	Sell	39,275 -5,631	-13%	-$1.47M	6.13%	1
2025 Q4	$12.2M	Sell	44,906 -112	-0.2%	-$30.1K	7.39%	1
2025 Q3	$11.5M	Sell	45,018 -45	-0.1%	-$10.2K	7.32%	1
2025 Q2	$9.25M	Sell	45,063 -646	-1%	-$130K	6.73%	1
2025 Q1	$10.2M	Sell	45,709 -1,785	-4%	-$414K	8.11%	1
2024 Q4	$11.9M	Buy	+47,494	New	+$11.2M	9.03%	1

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s AAPL Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Apple (AAPL) stake by 13% in Q1 2026, selling an estimated $1.47M and leaving 39,275 shares worth $9.97M. The position accounts for 6.13% of the portfolio, ranked #1.

Capstone Wealth Management Group (Oregon) first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.2M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 39,275 shares of Apple worth $9.97M as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 5,631 Apple shares in Q1 2026, an estimated $1.47M.
Apple made up 6.13% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #1 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
Capstone Wealth Management Group (Oregon)'s Apple position peaked at $12.2M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.