U.S. Capital Wealth Advisors’s Apple AAPL Stock Holding History

U.S. Capital Wealth 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	$101M	Buy	397,504 +25,991	+7%	+$6.76M	2.54%	3
2025 Q4	$101M	Sell	371,513 -32,521	-8%	-$8.73M	2.64%	2
2025 Q3	$103M	Buy	404,034 +5,472	+1%	+$1.24M	2.77%	2
2025 Q2	$81.8M	Sell	398,562 -14,362	-3%	-$2.9M	2.39%	3
2025 Q1	$91.7M	Buy	412,924 +12,002	+3%	+$2.78M	2.81%	2
2024 Q4	$100M	Buy	400,922 +45,928	+13%	+$10.8M	3.11%	3
2024 Q3	$82.7M	Buy	354,994 +28,891	+9%	+$6.45M	2.91%	4
2024 Q2	$68.7M	Buy	326,103 +8,885	+3%	+$1.66M	2.6%	5
2024 Q1	$54.4M	Sell	317,218 -11,732	-4%	-$2.13M	2.09%	4
2023 Q4	$63.3M	Sell	328,950 -12,483	-4%	-$2.3M	2.51%	5
2023 Q3	$58.5M	Buy	341,433 +1,566	+0.5%	+$287K	2.63%	3
2023 Q2	$65.9M	Buy	339,867 +26,049	+8%	+$4.54M	3.13%	4
2023 Q1	$51.7M	Sell	313,818 -7,036	-2%	-$1.04M	2.4%	5
2022 Q4	$41.7M	Buy	320,854 +3,058	+1%	+$437K	1.93%	5
2022 Q3	$43.9M	Sell	317,796 -20,057	-6%	-$3.15M	2.22%	5
2022 Q2	$46.2M	Sell	337,853 -9,976	-3%	-$1.51M	2.03%	6
2022 Q1	$60.7M	Sell	347,829 -15,380	-4%	-$2.59M	2.22%	7
2021 Q4	$64.5M	Sell	363,209 -17,801	-5%	-$2.81M	2.55%	4
2021 Q3	$53.9M	Buy	+381,010	New	+$56.1M	2.34%	2

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's AAPL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Apple (AAPL) stake by 7% in Q1 2026, buying an estimated $6.76M and bringing the position to 397,504 shares worth $101M. The position accounts for 2.54% of the portfolio, ranked #3.

U.S. Capital Wealth Advisors first reported a position in AAPL in Q3 2021 and has held it in 19 quarters since. The position peaked at $103M in Q3 2025. 6,105 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

U.S. Capital Wealth Advisors held 397,504 shares of Apple worth $101M as of Q1 2026.
U.S. Capital Wealth Advisors bought 25,991 Apple shares in Q1 2026, an estimated $6.76M.
Apple made up 2.54% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #3 holding.
U.S. Capital Wealth Advisors first reported a position in Apple in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Apple position peaked at $103M in Q3 2025.
6,105 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.