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Capital Wealth Planning, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on AAPL, newest first. How the timeline and the estimate are built.

Capital Wealth Planning, LLC held 3,575,732 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,575,732 shares
    Change vs previous 13F +22,137 shares

    5.17% of the 13F portfolio, value $1,034,673,850.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,553,595 shares
    Change vs previous 13F +616,544 shares

    4.97% of the 13F portfolio, value $901,866,752.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,937,051 shares
    Change vs previous 13F -279,706 shares

    5.16% of the 13F portfolio, value $797,552,763.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,216,757 shares
    Change vs previous 13F +679,414 shares

    5.77% of the 13F portfolio, value $819,082,840.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,537,343 shares
    Change vs previous 13F +911,343 shares

    4.11% of the 13F portfolio, value $520,586,725.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,626,000 shares
    Change vs previous 13F +1,566,654 shares

    3.13% of the 13F portfolio, value $361,183,302.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 59,346 shares
    Change vs previous 13F -2,449,377 shares

    0.14% of the 13F portfolio, value $14,861,345.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,508,723 shares
    Change vs previous 13F not available

    5.45% of the 13F portfolio, value $584,532,439.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).