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Aptus Capital Advisors’s Apple AAPL Stock Holding History

Aptus Capital Advisors’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 		$284M Sell
1,120,769
-52,403
-4% -$13.6M 2.23% 7
2025
Q4 		$319M Buy
1,173,172
+42,652
+4% +$11.5M 2.28% 7
2025
Q3 		$288M Buy
1,130,520
+20,552
+2% +$4.64M 2.09% 7
2025
Q2 		$228M Buy
1,109,968
+47,040
+4% +$9.5M 1.86% 10
2025
Q1 		$236M Buy
1,062,928
+65,230
+7% +$15.1M 2.43% 4
2024
Q4 		$250M Buy
997,698
+250,334
+33% +$59M 2.62% 4
2024
Q3 		$174M Buy
747,364
+130,860
+21% +$29.2M 2.6% 3
2024
Q2 		$130M Buy
616,504
+7,095
+1% +$1.32M 2.29% 7
2024
Q1 		$105M Buy
609,409
+70,816
+13% +$12.9M 1.94% 9
2023
Q4 		$104M Sell
538,593
-55,260
-9% -$10.2M 2.84% 6
2023
Q3 		$102M Buy
593,853
+43,690
+8% +$8.01M 2.77% 5
2023
Q2 		$107M Sell
550,163
-19,441
-3% -$3.39M 2.56% 6
2023
Q1 		$93.9M Buy
569,604
+65,094
+13% +$9.6M 2.52% 8
2022
Q4 		$65.6M Buy
504,510
+1,975
+0.4% +$282K 2.01% 11
2022
Q3 		$69.5M Buy
502,535
+25,354
+5% +$3.98M 1.67% 13
2022
Q2 		$65.2M Buy
477,181
+36,463
+8% +$5.52M 1.7% 17
2022
Q1 		$77M Buy
440,718
+88,783
+25% +$14.9M 1.92% 13
2021
Q4 		$62.5M Buy
351,935
+40,329
+13% +$6.37M 1.88% 13
2021
Q3 		$44.1M Buy
311,606
+33,868
+12% +$4.99M 1.14% 26
2021
Q2 		$38M Buy
277,738
+26,200
+10% +$3.39M 1.11% 27
2021
Q1 		$30.7M Sell
251,538
-9,001
-3% -$1.16M 1.1% 26
2020
Q4 		$34.6M Buy
260,539
+24,820
+11% +$2.99M 1.58% 12
2020
Q3 		$27.3M Sell
235,719
-19,657
-8% -$2.14M 1.45% 14
2020
Q2 		$23.3M Buy
255,376
+76,548
+43% +$5.93M 1.46% 16
2020
Q1 		$11.4M Buy
178,828
+111,000
+164% +$8.16M 0.98% 17
2019
Q4 		$4.98M Buy
67,828
+6,424
+10% +$413K 0.35% 50
2019
Q3 		$3.44M Sell
61,404
-2,064
-3% -$108K 0.19% 52
2019
Q2 		$3.14M Buy
63,468
+672
+1% +$32.7K 0.44% 26
2019
Q1 		$2.98M Buy
+62,796
New +$2.66M 0.51% 20

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

Aptus Capital Advisors's AAPL Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Apple (AAPL) stake by 4.5% in Q1 2026, selling an estimated $13.6M and leaving 1,120,769 shares worth $284M. The position accounts for 2.23% of the portfolio, ranked #7.

Aptus Capital Advisors first reported a position in AAPL in Q1 2019 and has held it in 29 quarters since. The position peaked at $319M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Aptus Capital Advisors held 1,120,769 shares of Apple worth $284M as of Q1 2026.
  • Aptus Capital Advisors sold 52,403 Apple shares in Q1 2026, an estimated $13.6M.
  • Apple made up 2.23% of Aptus Capital Advisors's portfolio in Q1 2026, its #7 holding.
  • Aptus Capital Advisors first reported a position in Apple in Q1 2019 and has held it in 29 quarters since.
  • Aptus Capital Advisors's Apple position peaked at $319M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.