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Kapstone Financial Advisors’s Apple AAPL Stock Holding History

Kapstone 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
Q1 		$16M Sell
63,195
-20,228
-24% -$5.26M 7.86% 2
2025
Q4 		$22.7M Sell
83,423
-1,099
-1% -$295K 11.27% 2
2025
Q3 		$21.5M Sell
84,522
-2,923
-3% -$660K 10.14% 3
2025
Q2 		$17.9M Buy
87,445
+471
+0.5% +$95.1K 8.95% 3
2025
Q1 		$19.3M Sell
86,974
-3,156
-4% -$731K 10.93% 3
2024
Q4 		$21.6M Sell
90,130
-1,225
-1% -$289K 11.51% 3
2024
Q3 		$20.8M Buy
91,355
+17
+0% +$3.8K 12.62% 2
2024
Q2 		$19.2M Sell
91,338
-84
-0.1% -$15.7K 12.61% 2
2024
Q1 		$15.7M Sell
91,422
-1,016
-1% -$185K 10.67% 2
2023
Q4 		$17.9M Sell
92,438
-501
-0.5% -$92.5K 14.07% 2
2023
Q3 		$15.9M Sell
92,939
-1,523
-2% -$279K 14.33% 1
2023
Q2 		$18.5M Sell
94,462
-1,203
-1% -$210K 15.3% 1
2023
Q1 		$15.8M Sell
95,665
-1,544
-2% -$228K 14.28% 1
2022
Q4 		$14.7M Buy
+97,209
New +$13.9M 13.35% 1

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

Kapstone Financial Advisors's AAPL Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its Apple (AAPL) stake by 24% in Q1 2026, selling an estimated $5.26M and leaving 63,195 shares worth $16M. The position accounts for 7.86% of the portfolio, ranked #2.

Kapstone Financial Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.7M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Kapstone Financial Advisors held 63,195 shares of Apple worth $16M as of Q1 2026.
  • Kapstone Financial Advisors sold 20,228 Apple shares in Q1 2026, an estimated $5.26M.
  • Apple made up 7.86% of Kapstone Financial Advisors's portfolio in Q1 2026, its #2 holding.
  • Kapstone Financial Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Kapstone Financial Advisors's Apple position peaked at $22.7M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.