SEC 13F Intelligence

Capwealth Advisors, LLC / AAPL

Capwealth Advisors, LLC’s Apple Inc Position

Does Capwealth Advisors, LLC own Apple Inc (AAPL)? Yes — 71.9K shares worth $18M (+1.35% of its 13F portfolio) as of Q1 2026, down from 74.8K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
71.9K
% of Portfolio
+1.35%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $22MQ4 ’18Q1 ’19: $27MQ2 ’19: $28MQ3 ’19: $32MQ4 ’19: $41MQ4 ’19Q1 ’20: $34MQ2 ’20: $39MQ3 ’20: $39MQ4 ’20: $44MQ4 ’20Q1 ’21: $37MQ2 ’21: $41MQ3 ’21: $33MQ4 ’21: $40MQ4 ’21Q1 ’22: $39MQ2 ’22: $32MQ3 ’22: $32MQ4 ’22: $30MQ4 ’22Q1 ’23: $34MQ2 ’23: $38MQ3 ’23: $31MQ4 ’23: $34MQ4 ’23Q1 ’24: $23MQ2 ’24: $19MQ3 ’24: $19MQ4 ’24: $20MQ4 ’24Q1 ’25: $17MQ2 ’25: $16MQ3 ’25: $38MQ4 ’25: $20MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202671.9K$18M+1.35%
Q4 202574.8K$20M+1.39%
Q3 2025150.6K$38M+1.49%
Q2 202576.6K$16M+1.55%
Q1 202578.0K$17M+1.88%
Q4 202478.2K$20M+2.15%
Q3 202479.8K$19M+2.02%
Q2 202489.3K$19M+2.38%
Q1 2024136.3K$23M+2.62%
Q4 2023176.8K$34M+4.15%
Q3 2023179.7K$31M+3.95%
Q2 2023196.1K$38M+4.64%
Q1 2023203.6K$34M+4.19%
Q4 2022230.0K$30M+3.51%
Q3 2022229.5K$32M+4.19%
Q2 2022232.5K$32M+3.83%
Q1 2022224.8K$39M+4.02%
Q4 2021227.9K$40M+4.12%
Q3 2021233.0K$33M+3.61%
Q2 2021298.3K$41M+4.44%
Q1 2021301.9K$37M+4.20%
Q4 2020330.3K$44M+5.22%
Q3 2020335.9K$39M+5.20%
Q2 2020108.0K$39M+5.57%
Q1 2020133.1K$34M+5.96%
Q4 2019139.2K$41M+5.14%
Q3 2019144.6K$32M+4.31%
Q2 2019142.2K$28M+4.02%
Q1 2019141.1K$27M+4.11%
Q4 2018139.3K$22M+3.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capwealth Advisors, LLC’s full portfolio or all institutional holders of AAPL.