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Ameritas Advisory Services’s Apple AAPL Stock Holding History

Ameritas Advisory Services’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125M Buy
430,305
+126,894
+42% +$36.3M 2.51% 1
2026
Q1 		$77M Sell
303,411
-2,928
-1% -$762K 2.99% 1
2025
Q4 		$83.3M Buy
306,339
+90,325
+42% +$24.2M 3.11% 1
2025
Q3 		$55M Buy
216,014
+137,199
+174% +$31M 3.6% 3
2025
Q2 		$16.2M Sell
78,815
-93,832
-54% -$18.9M 0.84% 18
2025
Q1 		$41.3M Sell
172,647
-228,832
-57% -$53M 1.67% 11
2024
Q4 		$101M Buy
401,479
+239,977
+149% +$56.6M 3.47% 1
2024
Q3 		$37.6M Sell
161,502
-246,267
-60% -$55M 1.62% 10
2024
Q2 		$85.9M Sell
407,769
-54,585
-12% -$10.2M 3.24% 1
2024
Q1 		$79.6M Buy
462,354
+303,051
+190% +$55.1M 3.28% 1
2023
Q4 		$30.1M Sell
159,303
-309,119
-66% -$57.1M 1.66% 6
2023
Q3 		$81.1M Buy
468,422
+280,174
+149% +$51.4M 4.05% 1
2023
Q2 		$35.9M Sell
188,248
-267,530
-59% -$46.6M 4.61% 2
2023
Q1 		$75.3M Sell
455,778
-72,165
-14% -$10.6M 3.78% 1
2022
Q4 		$68.6M Buy
527,943
+84,466
+19% +$12.1M 3.18% 1
2022
Q3 		$61.3M Buy
443,477
+497
+0.1% +$78K 3.66% 1
2022
Q2 		$60.6M Buy
442,980
+4,890
+1% +$741K 3.5% 1
2022
Q1 		$76.5M Buy
438,090
+4,109
+0.9% +$691K 2.8% 2
2021
Q4 		$77.1M Buy
+433,981
New +$68.6M 2.82% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ameritas Advisory Services's AAPL Position: Q2 2026 in Review

Ameritas Advisory Services increased its Apple (AAPL) stake by 42% in Q2 2026, buying an estimated $36.3M and bringing the position to 430,305 shares worth $125M. The position accounts for 2.51% of the portfolio, ranked #1.

Ameritas Advisory Services first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ameritas Advisory Services held 430,305 shares of Apple worth $125M as of Q2 2026.
  • Ameritas Advisory Services bought 126,894 Apple shares in Q2 2026, an estimated $36.3M.
  • Apple made up 2.51% of Ameritas Advisory Services's portfolio in Q2 2026, its #1 holding.
  • Ameritas Advisory Services first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.