Vanguard Capital Wealth 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
Q1 | $14.2M | Sell |
55,855
-131
| -0.2% | -$34.1K | 13.12% | 1 |
|
|
2025
Q4 | $15.2M | Buy |
55,986
+566
| +1% | +$152K | 12.17% | 1 |
|
|
2025
Q3 | $14.1M | Buy |
55,420
+574
| +1% | +$130K | 11.28% | 1 |
|
|
2025
Q2 | $11.3M | Sell |
54,846
-1,427
| -3% | -$288K | 11.16% | 1 |
|
|
2025
Q1 | $12.5M | Sell |
56,273
-2,192
| -4% | -$508K | 15.28% | 1 |
|
|
2024
Q4 | $14.6M | Sell |
58,465
-1,274
| -2% | -$300K | 15.95% | 1 |
|
|
2024
Q3 | $13.9M | Sell |
59,739
-738
| -1% | -$165K | 14.64% | 1 |
|
|
2024
Q2 | $12.7M | Buy |
60,477
+1,132
| +2% | +$211K | 8.61% | 1 |
|
|
2024
Q1 | $10.2M | Sell |
59,345
-963
| -2% | -$175K | 7.16% | 2 |
|
|
2023
Q4 | $11.6M | Sell |
60,308
-2,162
| -3% | -$399K | 9.39% | 1 |
|
|
2023
Q3 | $10.7M | Buy |
62,470
+1,148
| +2% | +$211K | 9.91% | 1 |
|
|
2023
Q2 | $11.9M | Sell |
61,322
-2,413
| -4% | -$420K | 10.79% | 1 |
|
|
2023
Q1 | $10.5M | Sell |
63,735
-443
| -0.7% | -$65.4K | 10.47% | 1 |
|
|
2022
Q4 | $8.34M | Sell |
64,178
-356
| -0.6% | -$50.9K | 9.66% | 1 |
|
|
2022
Q3 | $8.92M | Sell |
64,534
-2,615
| -4% | -$410K | 10.83% | 1 |
|
|
2022
Q2 | $9.18M | Sell |
67,149
-14,893
| -18% | -$2.26M | 10.37% | 1 |
|
|
2022
Q1 | $14.3M | Sell |
82,042
-1,014
| -1% | -$171K | 10.24% | 1 |
|
|
2021
Q4 | $14.7M | Buy |
83,056
+1,475
| +2% | +$233K | 10.6% | 1 |
|
|
2021
Q3 | $11.5K | Sell |
81,581
-2,937
| -3% | -$432K | 7.74% | 2 |
|
|
2021
Q2 | $11.6M | Buy |
84,518
+481
| +0.6% | +$62.3K | 8.78% | 1 |
|
|
2021
Q1 | $10.7M | Buy |
84,037
+3,078
| +4% | +$395K | 9.15% | 1 |
|
|
2020
Q4 | $10.8M | Buy |
+80,959
| New | +$9.74M | 9.96% | 1 |
|
|
2020
Q2 | $8.12M | Buy |
+89,028
| New | +$6.9M | 9.47% | 1 |
|
|
2019
Q4 | $6.28M | Buy |
85,480
+6,488
| +8% | +$417K | 6.56% | 1 |
|
|
2019
Q3 | $4.42M | Buy |
78,992
+5,348
| +7% | +$280K | 5.16% | 1 |
|
|
2019
Q2 | $3.64M | Sell |
73,644
-1,404
| -2% | -$68.4K | 4.41% | 2 |
|
|
2019
Q1 | $3.56M | Sell |
75,048
-884
| -1% | -$37.5K | 4.48% | 2 |
|
|
2018
Q4 | $2.99M | Sell |
75,932
-24,716
| -25% | -$1.2M | 4.46% | 3 |
|
|
2018
Q3 | $5.68M | Buy |
100,648
+5,164
| +5% | +$269K | 6.49% | 1 |
|
|
2018
Q2 | $4.49M | Sell |
95,484
-164
| -0.2% | -$7.44K | 5.96% | 1 |
|
|
2018
Q1 | $3.98M | Sell |
95,648
-21,068
| -18% | -$907K | 5.24% | 1 |
|
|
2017
Q4 | $4.94M | Buy |
+116,716
| New | +$4.88M | 6.18% | 1 |
|
Other funds holding AAPL
VCM
VPM
Vanguard Capital Wealth Advisors's AAPL Position: Q1 2026 in Review
Vanguard Capital Wealth Advisors reduced its Apple (AAPL) stake by 0.23% in Q1 2026, selling an estimated $34.1K and leaving 55,855 shares worth $14.2M. The position accounts for 13.12% of the portfolio, ranked #1.
Vanguard Capital Wealth Advisors first reported a position in AAPL in Q4 2017 and has held it in 32 quarters since. The position peaked at $15.2M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Vanguard Capital Wealth Advisors held 55,855 shares of Apple worth $14.2M as of Q1 2026.
- Vanguard Capital Wealth Advisors sold 131 Apple shares in Q1 2026, an estimated $34.1K.
- Apple made up 13.12% of Vanguard Capital Wealth Advisors's portfolio in Q1 2026, its #1 holding.
- Vanguard Capital Wealth Advisors first reported a position in Apple in Q4 2017 and has held it in 32 quarters since.
- Vanguard Capital Wealth Advisors's Apple position peaked at $15.2M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.