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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
2024-09-30 $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)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Las Vegas Sands (LVS)
NVIDIA Corporation (NVDA)
Ishares Tr Shrt Nat Mun Etf (SUB)
First Tr Exchange-traded Managd Mun Etf (FMB)
Western Asset Managed Municipals Fnd (MMU)

View all positions for Capstone Capital Wealth Advisors

Top funds holding Apple

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple