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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
Q2 		$17.9M Sell
61,991
-1,204
-2% -$344K 7.51% 2
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 $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

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

Kapstone Financial Advisors reduced its Apple (AAPL) stake by 1.9% in Q2 2026, selling an estimated $344K and leaving 61,991 shares worth $17.9M. The position accounts for 7.51% of the portfolio, ranked #2.

Kapstone Financial Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.7M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kapstone Financial Advisors held 61,991 shares of Apple worth $17.9M as of Q2 2026.
  • Kapstone Financial Advisors sold 1,204 Apple shares in Q2 2026, an estimated $344K.
  • Apple made up 7.51% of Kapstone Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Kapstone Financial Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Kapstone Financial Advisors's Apple position peaked at $22.7M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.