AAS
AAPL icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameritas Advisory Services's AAPL Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Apple (AAPL) stake by 0.96% in Q1 2026, selling an estimated $762K and leaving 303,411 shares worth $77M. The position accounts for 2.99% of the portfolio, ranked #1.

Ameritas Advisory Services first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $101M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Ameritas Advisory Services held 303,411 shares of Apple worth $77M as of Q1 2026.
  • Ameritas Advisory Services sold 2,928 Apple shares in Q1 2026, an estimated $762K.
  • Apple made up 2.99% of Ameritas Advisory Services's portfolio in Q1 2026, its #1 holding.
  • Ameritas Advisory Services first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's Apple position peaked at $101M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.