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
2026
Q2 		$9.43M Buy
32,600
+5,800
+22% +$1.66M 0.01% 586
2026
Q1 		$6.8M Buy
+26,800
New +$6.97M 0.01% 650
2023
Q4 		– Sell
-5,000
Closed -$856 – 2656
2023
Q3 		$856 Buy
+5,000
New +$917K ﹤0.01% 2572

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

CAPTRUST Financial Advisors's AAPL Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Apple (AAPL) stake by 4.3% in Q2 2026, buying an estimated $96.2M and bringing the position to 8,124,407 shares worth $2.35B. The position accounts for 3.59% of the portfolio, ranked #2.

CAPTRUST Financial Advisors first reported a position in AAPL in Q3 2017 and has held it in 36 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CAPTRUST Financial Advisors held 8,124,407 shares of Apple worth $2.35B as of Q2 2026.
  • CAPTRUST Financial Advisors bought 336,185 Apple shares in Q2 2026, an estimated $96.2M.
  • Apple made up 3.59% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • CAPTRUST Financial Advisors first reported a position in Apple in Q3 2017 and has held it in 36 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.