CAPTRUST Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.98B | Buy |
7,788,222
+1,234,115
| +19% | +$321M | 3.45% | 3 |
|
|
2025
Q4 | $1.78B | Buy |
6,554,107
+396,393
| +6% | +$106M | 3.39% | 3 |
|
|
2025
Q3 | $1.57B | Buy |
6,157,714
+31,425
| +0.5% | +$7.1M | 3.2% | 3 |
|
|
2025
Q2 | $1.26B | Buy |
6,126,289
+8,447
| +0.1% | +$1.71M | 2.8% | 4 |
|
|
2025
Q1 | $1.36B | Buy |
6,117,842
+948,167
| +18% | +$220M | 3.41% | 2 |
|
|
2024
Q4 | $1.29B | Buy |
5,169,675
+235,670
| +5% | +$55.5M | 3.7% | 2 |
|
|
2024
Q3 | $1.15B | Buy |
4,934,005
+85,685
| +2% | +$19.1M | 3.41% | 2 |
|
|
2024
Q2 | $1.02B | Sell |
4,848,320
-266,637
| -5% | -$49.7M | 3.29% | 2 |
|
|
2024
Q1 | $819M | Sell |
5,114,957
-512,423
| -9% | -$93.2M | 3.01% | 1 |
|
|
2023
Q4 | $1.08B | Buy |
5,627,380
+131,344
| +2% | +$24.3M | 3.73% | 2 |
|
|
2023
Q3 | $941M | Buy |
5,496,036
+200,873
| +4% | +$36.8M | 3.6% | 2 |
|
|
2023
Q2 | $1.03B | Buy |
5,295,163
+195,276
| +4% | +$34M | 4.05% | 1 |
|
|
2023
Q1 | $841M | Buy |
5,099,887
+256,704
| +5% | +$37.9M | 3.7% | 2 |
|
|
2022
Q4 | $629M | Buy |
4,843,183
+81,336
| +2% | +$11.6M | 3.17% | 2 |
|
|
2022
Q3 | $658M | Buy |
4,761,847
+499,462
| +12% | +$78.4M | 3.83% | 1 |
|
|
2022
Q2 | $583M | Buy |
4,262,385
+395,880
| +10% | +$60M | 3.76% | 2 |
|
|
2022
Q1 | $675M | Buy |
3,866,505
+211,763
| +6% | +$35.6M | 4.37% | 1 |
|
|
2021
Q4 | $649M | Buy |
3,654,742
+419,432
| +13% | +$66.3M | 4.45% | 1 |
|
|
2021
Q3 | $458M | Buy |
3,235,310
+429,748
| +15% | +$63.3M | 3.8% | 1 |
|
|
2021
Q2 | $384M | Buy |
2,805,562
+79,695
| +3% | +$10.3M | 3.58% | 1 |
|
|
2021
Q1 | $333M | Buy |
2,725,867
+424,286
| +18% | +$54.5M | 3.6% | 1 |
|
|
2020
Q4 | $305M | Buy |
2,301,581
+143,715
| +7% | +$17.3M | 4.05% | 1 |
|
|
2020
Q3 | $252M | Sell |
2,157,866
-175,478
| -8% | -$19.1M | 4.18% | 1 |
|
|
2020
Q2 | $212M | Buy |
2,333,344
+308,240
| +15% | +$23.9M | 3.5% | 2 |
|
|
2020
Q1 | $122M | Buy |
2,025,104
+58,188
| +3% | +$4.28M | 2.69% | 4 |
|
|
2019
Q4 | $148M | Buy |
1,966,916
+700,632
| +55% | +$45.1M | 2.33% | 4 |
|
|
2019
Q3 | $70.9M | Buy |
1,266,284
+5,324
| +0.4% | +$278K | 2.49% | 4 |
|
|
2019
Q2 | $62.4M | Buy |
1,260,960
+152,760
| +14% | +$7.44M | 2.31% | 5 |
|
|
2019
Q1 | $52.6M | Buy |
1,108,200
+123,884
| +13% | +$5.25M | 2.14% | 7 |
|
|
2018
Q4 | $38.8M | Buy |
984,316
+15,936
| +2% | +$773K | 2.08% | 6 |
|
|
2018
Q3 | $54.7M | Buy |
968,380
+292,248
| +43% | +$15.2M | 2.44% | 6 |
|
|
2018
Q2 | $31.3M | Buy |
676,132
+93,824
| +16% | +$4.25M | 1.73% | 8 |
|
|
2018
Q1 | $24.3M | Sell |
582,308
-64,824
| -10% | -$2.79M | 1.5% | 8 |
|
|
2017
Q4 | $27.4M | Buy |
647,132
+441,552
| +215% | +$18.5M | 1.66% | 8 |
|
|
2017
Q3 | $8.45M | Buy |
+205,580
| New | +$7.98M | 0.64% | 23 |
|
Other funds holding AAPL
VCM
VPM
CAPTRUST Financial Advisors's AAPL Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Apple (AAPL) stake by 19% in Q1 2026, buying an estimated $321M and bringing the position to 7,788,222 shares worth $1.98B. The position accounts for 3.45% of the portfolio, ranked #3.
CAPTRUST Financial Advisors first reported a position in AAPL in Q3 2017 and has held it in 35 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- CAPTRUST Financial Advisors held 7,788,222 shares of Apple worth $1.98B as of Q1 2026.
- CAPTRUST Financial Advisors bought 1,234,115 Apple shares in Q1 2026, an estimated $321M.
- Apple made up 3.45% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #3 holding.
- CAPTRUST Financial Advisors first reported a position in Apple in Q3 2017 and has held it in 35 quarters since.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.