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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
Q2 		$10.7M Sell
36,976
-2,299
-6% -$658K 6.45% 1
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
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 Wealth Management Group (Oregon)'s AAPL Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Apple (AAPL) stake by 5.9% in Q2 2026, selling an estimated $658K and leaving 36,976 shares worth $10.7M. The position accounts for 6.45% of the portfolio, ranked #1.

Capstone Wealth Management Group (Oregon) first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 36,976 shares of Apple worth $10.7M as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) sold 2,299 Apple shares in Q2 2026, an estimated $658K.
  • Apple made up 6.45% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #1 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Apple position peaked at $12.2M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.