CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Apple AAPL Stock Holding History

CAPTRUST Financial Advisors’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
2023
Q4 		– Sell
-200
Closed -$34 – 2655
2023
Q3 		$34 Buy
+200
New +$36.7K ﹤0.01% 2610

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

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.