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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capstone Wealth Management Group (Pennsylvania) reduced its Apple (AAPL) stake by 1.2% in Q1 2026, selling an estimated $51K and leaving 15,968 shares worth $4.05M. The position accounts for 1.7% of the portfolio, ranked #19.

Capstone Wealth Management Group (Pennsylvania) first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.73M in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 15,968 shares of Apple worth $4.05M as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 196 Apple shares in Q1 2026, an estimated $51K.
  • Apple made up 1.7% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #19 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Apple position peaked at $4.73M in Q4 2021.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.