Capital Analysts, LLC’s Apple Inc Position
Does Capital Analysts, LLC own Apple Inc (AAPL)? Yes — 199.7K shares worth $51M (+1.33% of its 13F portfolio) as of Q1 2026, down from 203.4K shares the prior filed quarter.
Position Value
$51M
Q1 2026
Shares
199.7K
% of Portfolio
+1.33%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 199.7K | $51M | +1.33% |
| Q4 2025 | 203.4K | $55M | +1.53% |
| Q3 2025 | 202.1K | $51M | +1.50% |
| Q2 2025 | 196.9K | $40M | +1.35% |
| Q1 2025 | 197.2K | $44M | +1.63% |
| Q4 2024 | 203.6K | $51M | +2.05% |
| Q3 2024 | 203.2K | $47M | +1.93% |
| Q2 2024 | 182.4K | $38M | +1.70% |
| Q1 2024 | 176.7K | $30M | +1.41% |
| Q4 2023 | 176.4K | $34M | +1.71% |
| Q3 2023 | 176.1K | $30M | +1.68% |
| Q2 2023 | 173.3K | $33M | +1.86% |
| Q1 2023 | 176.4K | $29M | +1.66% |
| Q4 2022 | 180.7K | $23M | +1.43% |
| Q3 2022 | 181.7K | $25M | +1.73% |
| Q2 2022 | 140.2K | $19M | +1.33% |
| Q1 2022 | 138.8K | $24M | +1.53% |
| Q4 2021 | 141.9K | $25M | +1.53% |
| Q3 2021 | 131.7K | $19M | +1.22% |
| Q2 2021 | 130.7K | $18M | +1.20% |
| Q1 2021 | 141.7K | $17M | +1.20% |
| Q4 2020 | 104.4K | $14M | +1.22% |
| Q3 2020 | 132.1K | $15M | +1.45% |
| Q2 2020 | 26.5K | $10M | +1.02% |
| Q1 2020 | 29.0K | $7M | +0.90% |
| Q4 2019 | 29.3K | $9M | +0.85% |
| Q3 2019 | 32.0K | $7M | +0.76% |
| Q2 2019 | 30.9K | $6M | +0.67% |
| Q1 2019 | 30.9K | $6M | +0.68% |
| Q4 2018 | 31.3K | $5M | +0.65% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Analysts, LLC’s full portfolio or all institutional holders of AAPL.