Scott Capital Advisors
AAPL icon

Scott Capital Advisors’s Apple AAPL Stock Holding History

Scott Capital 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
Q3 		$1.09M Hold
3,237
– – 0.16% 40
2026
Q2 		$937K Buy
3,237
+196
+6% +$56.1K 0.15% 37
2026
Q1 		$792K Sell
3,041
-21
-0.7% -$5.46K 0.16% 34
2025
Q4 		$832K Sell
3,062
-62
-2% -$16.6K 0.18% 33
2025
Q3 		$806K Sell
3,124
-377
-11% -$85.2K 0.18% 34
2025
Q2 		$739K Sell
3,501
-259
-7% -$52.3K 0.2% 32
2025
Q1 		$835K Sell
3,760
-61
-2% -$14.1K 0.25% 28
2024
Q4 		$896K Sell
3,821
-229
-6% -$54K 0.26% 28
2024
Q3 		$944K Sell
4,050
-119
-3% -$26.6K 0.27% 27
2024
Q2 		$953K Buy
4,169
+356
+9% +$66.4K 0.28% 27
2024
Q1 		$647K Buy
3,813
+28
+0.7% +$5.09K 0.2% 30
2023
Q4 		$729K Sell
3,785
-97
-2% -$17.9K 0.24% 28
2023
Q3 		$694K Sell
3,882
-218
-5% -$40K 0.28% 28
2023
Q2 		$795K Buy
4,100
+104
+3% +$18.1K 0.34% 26
2023
Q1 		$659K Buy
3,996
+7
+0.2% +$1.03K 0.32% 28
2022
Q4 		$518K Sell
3,989
-46
-1% -$6.57K 0.29% 27
2022
Q3 		$558K Sell
4,035
-183
-4% -$28.7K 0.38% 23
2022
Q2 		$577K Buy
4,218
+328
+8% +$49.7K 0.39% 24
2022
Q1 		$679K Sell
3,890
-23
-0.6% -$3.87K 0.4% 23
2021
Q4 		$695K Buy
+3,913
New +$618K 0.42% 18

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Scott Capital Advisors's AAPL Position: Q3 2026 in Review

Scott Capital Advisors held its Apple (AAPL) position steady in Q3 2026 at 3,237 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #40.

Scott Capital Advisors first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Scott Capital Advisors held 3,237 shares of Apple worth $1.09M as of Q3 2026.
  • Scott Capital Advisors left its Apple share count unchanged in Q3 2026.
  • Apple made up 0.16% of Scott Capital Advisors's portfolio in Q3 2026, its #40 holding.
  • Scott Capital Advisors first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.