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 Q3	$12.1M	Sell	36,357 -619	-2%	-$199K	7.12%	1
2026 Q2	$10.7M	Sell	36,976 -2,299	-6%	-$658K	6.45%	1
2026 Q1	$10M	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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s AAPL Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Apple (AAPL) stake by 1.7% in Q3 2026, selling an estimated $199K and leaving 36,357 shares worth $12.1M. The position accounts for 7.12% of the portfolio, ranked #1.

Capstone Wealth Management Group (Oregon) first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.2M in Q4 2025. 5,230 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 36,357 shares of Apple worth $12.1M as of Q3 2026.
Capstone Wealth Management Group (Oregon) sold 619 Apple shares in Q3 2026, an estimated $199K.
Apple made up 7.12% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #1 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
Capstone Wealth Management Group (Oregon)'s Apple position peaked at $12.2M in Q4 2025.
5,230 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.