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Apple shares owned by Capstone Capital Wealth Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Capstone Capital Wealth Advisors from 13F filings

Historical chart of Capstone Capital Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Capstone Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Capstone Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $873k 3.5k 250.42
2024-09-30 $812k 3.5k 233.00
2024-06-30 $700k 3.3k 210.62
2024-03-31 $519k 3.0k 171.48
2023-12-31 $582k 3.0k 192.53

More positions owned by Capstone Capital Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)
Las Vegas Sands (LVS)
Ishares Tr Shrt Nat Mun Etf (SUB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Broadcom (AVGO)

View all positions for Capstone Capital Wealth Advisors

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Jpmorgan Chase & Co
Legal & General Group
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Bank of America Corporation
Wellington Management Company
Charles Schwab Investment Management

View all funds holding Apple