U.S. Capital Wealth Advisors, LLC / AAPL
U.S. Capital Wealth Advisors, LLC’s Apple Inc Position
Does U.S. Capital Wealth Advisors, LLC own Apple Inc (AAPL)? Yes — 397.5K shares worth $101M (+2.54% of its 13F portfolio) as of Q1 2026, up from 371.5K shares the prior filed quarter.
Position Value
$101M
Q1 2026
Shares
397.5K
% of Portfolio
+2.54%
Quarters Held
19
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 397.5K | $101M | +2.54% |
| Q4 2025 | 371.5K | $101M | +2.64% |
| Q3 2025 | 404.0K | $103M | +2.77% |
| Q2 2025 | 398.6K | $82M | +2.39% |
| Q1 2025 | 412.9K | $92M | +2.81% |
| Q4 2024 | 400.9K | $100M | +3.11% |
| Q3 2024 | 355.0K | $83M | +2.91% |
| Q2 2024 | 326.1K | $69M | +2.60% |
| Q1 2024 | 317.2K | $54M | +2.09% |
| Q4 2023 | 328.9K | $63M | +2.51% |
| Q3 2023 | 341.4K | $58M | +2.63% |
| Q2 2023 | 339.9K | $66M | +3.13% |
| Q1 2023 | 313.8K | $52M | +2.40% |
| Q4 2022 | 320.9K | $42M | +1.93% |
| Q3 2022 | 317.8K | $44M | +2.22% |
| Q2 2022 | 337.9K | $46M | +2.03% |
| Q1 2022 | 347.8K | $61M | +2.22% |
| Q4 2021 | 363.2K | $64M | +2.55% |
| Q3 2021 | 381.0K | $54M | +2.34% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See U.S. Capital Wealth Advisors, LLC’s full portfolio or all institutional holders of AAPL.