CapWealth 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
Q2 | $20M | Sell |
69,005
-2,911
| -4% | -$833K | 1.37% | 31 |
|
|
2026
Q1 | $18.3M | Sell |
71,916
-2,918
| -4% | -$759K | 1.35% | 31 |
|
|
2025
Q4 | $20.3M | Sell |
74,834
-488
| -0.6% | -$131K | 1.39% | 28 |
|
|
2025
Q3 | $19.2M | Sell |
75,322
-1,284
| -2% | -$290K | 1.32% | 29 |
|
|
2025
Q2 | $15.7M | Sell |
76,606
-1,386
| -2% | -$280K | 1.55% | 29 |
|
|
2025
Q1 | $17.3M | Sell |
77,992
-213
| -0.3% | -$49.3K | 1.88% | 22 |
|
|
2024
Q4 | $19.6M | Sell |
78,205
-1,584
| -2% | -$373K | 2.15% | 22 |
|
|
2024
Q3 | $18.6M | Sell |
79,789
-9,546
| -11% | -$2.13M | 2.02% | 23 |
|
|
2024
Q2 | $18.8M | Sell |
89,335
-46,974
| -34% | -$8.76M | 2.38% | 17 |
|
|
2024
Q1 | $23.4M | Sell |
136,309
-40,442
| -23% | -$7.35M | 2.62% | 13 |
|
|
2023
Q4 | $34M | Sell |
176,751
-2,916
| -2% | -$538K | 4.15% | 3 |
|
|
2023
Q3 | $30.8M | Sell |
179,667
-16,482
| -8% | -$3.02M | 3.95% | 3 |
|
|
2023
Q2 | $38M | Sell |
196,149
-7,479
| -4% | -$1.3M | 4.64% | 2 |
|
|
2023
Q1 | $33.6M | Sell |
203,628
-26,382
| -11% | -$3.89M | 4.19% | 2 |
|
|
2022
Q4 | $29.9M | Buy |
230,010
+480
| +0.2% | +$68.6K | 3.51% | 4 |
|
|
2022
Q3 | $31.7M | Sell |
229,530
-2,922
| -1% | -$459K | 4.19% | 1 |
|
|
2022
Q2 | $31.8M | Buy |
232,452
+7,692
| +3% | +$1.16M | 3.83% | 1 |
|
|
2022
Q1 | $39.2M | Sell |
224,760
-3,096
| -1% | -$521K | 4.02% | 1 |
|
|
2021
Q4 | $40.5M | Sell |
227,856
-5,179
| -2% | -$818K | 4.12% | 2 |
|
|
2021
Q3 | $33M | Sell |
233,035
-65,308
| -22% | -$9.61M | 3.61% | 3 |
|
|
2021
Q2 | $40.9M | Sell |
298,343
-3,603
| -1% | -$467K | 4.44% | 3 |
|
|
2021
Q1 | $36.9M | Sell |
301,946
-28,394
| -9% | -$3.64M | 4.2% | 3 |
|
|
2020
Q4 | $43.8M | Sell |
330,340
-5,606
| -2% | -$674K | 5.22% | 1 |
|
|
2020
Q3 | $38.9M | Sell |
335,946
-95,918
| -22% | -$10.5M | 5.2% | 2 |
|
|
2020
Q2 | $39.4M | Sell |
431,864
-100,440
| -19% | -$7.78M | 5.57% | 2 |
|
|
2020
Q1 | $33.8M | Sell |
532,304
-24,436
| -4% | -$1.8M | 5.96% | 1 |
|
|
2019
Q4 | $40.9M | Sell |
556,740
-21,840
| -4% | -$1.41M | 5.14% | 2 |
|
|
2019
Q3 | $32.4M | Buy |
578,580
+9,856
| +2% | +$515K | 4.31% | 3 |
|
|
2019
Q2 | $28.1M | Buy |
568,724
+4,368
| +0.8% | +$213K | 4.02% | 4 |
|
|
2019
Q1 | $26.8M | Buy |
564,356
+6,988
| +1% | +$296K | 4.11% | 4 |
|
|
2018
Q4 | $22M | Buy |
557,368
+58,464
| +12% | +$2.83M | 3.86% | 5 |
|
|
2018
Q3 | $28.2M | Sell |
498,904
-5,604
| -1% | -$292K | 4.62% | 3 |
|
|
2018
Q2 | $23.3M | Buy |
504,508
+3,440
| +0.7% | +$156K | 4.18% | 3 |
|
|
2018
Q1 | $21M | Sell |
501,068
-65,528
| -12% | -$2.82M | 4.06% | 3 |
|
|
2017
Q4 | $24M | Buy |
566,596
+2,700
| +0.5% | +$113K | 4.31% | 3 |
|
|
2017
Q3 | $21.7M | Sell |
563,896
-3,700
| -0.7% | -$144K | 4.17% | 3 |
|
|
2017
Q2 | $20.4M | Sell |
567,596
-7,436
| -1% | -$275K | 4.1% | 3 |
|
|
2017
Q1 | $20.7M | Sell |
575,032
-1,952
| -0.3% | -$64.3K | 4.23% | 3 |
|
|
2016
Q4 | $16.7M | Buy |
576,984
+2,020
| +0.4% | +$57.3K | 3.61% | 4 |
|
|
2016
Q3 | $16.3M | Sell |
574,964
-15,972
| -3% | -$423K | 3.91% | 2 |
|
|
2016
Q2 | $14.1M | Buy |
590,936
+4,184
| +0.7% | +$104K | 3.45% | 4 |
|
|
2016
Q1 | $16M | Sell |
586,752
-3,396
| -0.6% | -$84.6K | 4.07% | 2 |
|
|
2015
Q4 | $15.5M | Sell |
590,148
-3,612
| -0.6% | -$103K | 3.76% | 3 |
|
|
2015
Q3 | $16.4M | Sell |
593,760
-4,752
| -0.8% | -$139K | 4.1% | 2 |
|
|
2015
Q2 | $18.8M | Buy |
598,512
+19,924
| +3% | +$637K | 4.42% | 2 |
|
|
2015
Q1 | $18M | Sell |
578,588
-2,492
| -0.4% | -$75.2K | 4.23% | 3 |
|
|
2014
Q4 | $16M | Sell |
581,080
-3,684
| -0.6% | -$100K | 3.76% | 3 |
|
|
2014
Q3 | $14.7M | Buy |
584,764
+17,748
| +3% | +$436K | 3.34% | 4 |
|
|
2014
Q2 | $13.2M | Buy |
567,016
+28,968
| +5% | +$616K | 3.02% | 5 |
|
|
2014
Q1 | $10.3M | Buy |
538,048
+10,332
| +2% | +$197K | 2.77% | 11 |
|
|
2013
Q4 | $10.6M | Sell |
527,716
-61,376
| -10% | -$1.16M | 2.67% | 9 |
|
|
2013
Q3 | $10M | Buy |
589,092
+17,304
| +3% | +$287K | 2.79% | 8 |
|
|
2013
Q2 | $8.1M | Buy |
+571,788
| New | +$8.8M | 2.36% | 15 |
|
Other funds holding AAPL
CapWealth Advisors's AAPL Position: Q2 2026 in Review
CapWealth Advisors reduced its Apple (AAPL) stake by 4% in Q2 2026, selling an estimated $833K and leaving 69,005 shares worth $20M. The position accounts for 1.37% of the portfolio, ranked #31.
CapWealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $43.8M in Q4 2020. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- CapWealth Advisors held 69,005 shares of Apple worth $20M as of Q2 2026.
- CapWealth Advisors sold 2,911 Apple shares in Q2 2026, an estimated $833K.
- Apple made up 1.37% of CapWealth Advisors's portfolio in Q2 2026, its #31 holding.
- CapWealth Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- CapWealth Advisors's Apple position peaked at $43.8M in Q4 2020.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.