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

Capstone Wealth Management Group (Pennsylvania)’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 		$4.5M Sell
15,549
-419
-3% -$120K 1.59% 22
2026
Q1 		$4.05M Sell
15,968
-196
-1% -$51K 1.7% 19
2025
Q4 		$4.39M Buy
16,164
+454
+3% +$122K 1.84% 19
2025
Q3 		$4M Buy
15,710
+2,149
+16% +$485K 1.69% 20
2025
Q2 		$2.78M Sell
13,561
-1,248
-8% -$252K 2.67% 8
2025
Q1 		$3.29M Buy
14,809
+74
+0.5% +$17.1K 1.88% 15
2024
Q4 		$3.69M Buy
14,735
+4,270
+41% +$1.01M 1.98% 17
2024
Q3 		$2.44M Sell
10,465
-374
-3% -$83.5K 1.44% 20
2024
Q2 		$2.28M Sell
10,839
-105
-1% -$19.6K 1.49% 20
2024
Q1 		$1.88M Sell
10,944
-4,571
-29% -$831K 1.35% 18
2023
Q4 		$2.99M Sell
15,515
-537
-3% -$99.2K 2.83% 9
2023
Q3 		$2.75M Buy
16,052
+91
+0.6% +$16.7K 2.85% 9
2023
Q2 		$3.1M Sell
15,961
-3,610
-18% -$629K 3.19% 7
2023
Q1 		$3.23M Sell
19,571
-1,201
-6% -$177K 3.58% 8
2022
Q4 		$2.7M Sell
20,772
-812
-4% -$116K 2.9% 8
2022
Q3 		$2.98M Buy
21,584
+672
+3% +$105K 3.82% 7
2022
Q2 		$2.86M Sell
20,912
-2,332
-10% -$353K 3.45% 6
2022
Q1 		$4.06M Sell
23,244
-3,406
-13% -$573K 4.06% 6
2021
Q4 		$4.73M Buy
+26,650
New +$4.21M 3.85% 6

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 (Pennsylvania)'s AAPL Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its Apple (AAPL) stake by 2.6% in Q2 2026, selling an estimated $120K and leaving 15,549 shares worth $4.5M. The position accounts for 1.59% of the portfolio, ranked #22.

Capstone Wealth Management Group (Pennsylvania) first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.73M in Q4 2021. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 15,549 shares of Apple worth $4.5M as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 419 Apple shares in Q2 2026, an estimated $120K.
  • Apple made up 1.59% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #22 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Apple position peaked at $4.73M in Q4 2021.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.