Position in AAPL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$18,251,561
-$2,092,810 QoQ
Shares Held
71,916
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.29799068344573.ToString("F0")%
Shared 0.ToString("F0")%
None 1.7020093165542656.ToString("F0")%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Mar 31, 2026CapWealth Advisors, LLC holds $31,059,437 across 2 Consumer Electronics names. AAPL ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
This page
|
71,916 | $18,251,561 | |
| 2 | SONY |
Sony Group Corp
|
618,738 | $12,807,876 |
All Filings in AAPL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,251,561 | 71,916 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $20,344,371 | 74,834 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,179,240 | 75,322 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $15,717,253 | 76,606 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $17,324,362 | 77,992 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $19,584,096 | 78,205 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $18,590,837 | 79,789 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $18,815,737 | 89,335 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $23,374,267 | 136,309 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $34,029,870 | 176,751 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $30,760,787 | 179,667 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $38,047,021 | 196,149 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $33,578,257 | 203,628 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $29,885,199 | 230,010 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $31,721,046 | 229,530 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $31,780,837 | 232,452 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $39,245,343 | 224,760 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $40,460,389 | 227,856 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $32,974,452 | 233,035 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $40,861,057 | 298,343 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $36,882,703 | 301,946 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $43,832,814 | 330,340 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $38,905,906 | 335,946 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $9,846,499 | 107,966 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $8,459,974 | 133,076 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||