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
Download as csvQuarterly reported holdings in Apple by Capstone Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $961k | 3.8k | 254.63 |
| 2025-06-30 | $671k | 3.3k | 205.17 |
| 2025-03-31 | $775k | 3.5k | 222.13 |
| 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
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