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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
2024
Q2 		– Sell
-650,000
Closed -$111M – 1163
2024
Q1 		$111M Buy
+650,000
New +$118M 2.07% 7
2021
Q3 		– Sell
-610,000
Closed -$83.5M – 536
2021
Q2 		$83.5M Buy
610,000
+160,000
+36% +$20.7M 2.44% 13
2021
Q1 		$55M Buy
450,000
+272,500
+154% +$35M 1.97% 13
2020
Q4 		$23.6M Buy
177,500
+67,500
+61% +$8.12M 1.08% 20
2020
Q3 		$12.7M Sell
110,000
-146,000
-57% -$15.9M 0.68% 35
2020
Q2 		$23.3M Buy
256,000
+160,800
+169% +$12.5M 1.47% 15
2020
Q1 		$6.05M Sell
95,200
-98,800
-51% -$7.27M 0.52% 33
2019
Q4 		$14.2M Sell
194,000
-58,000
-23% -$3.73M 1.01% 23
2019
Q3 		$14.1M Buy
+252,000
New +$13.2M 0.79% 27

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

Aptus Capital Advisors's AAPL Position: Q2 2026 in Review

Aptus Capital Advisors increased its Apple (AAPL) stake by 2.9% in Q2 2026, buying an estimated $9.26M and bringing the position to 1,153,157 shares worth $334M. The position accounts for 2.28% of the portfolio, ranked #6.

Aptus Capital Advisors first reported a position in AAPL in Q1 2019 and has held it in 30 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Aptus Capital Advisors held 1,153,157 shares of Apple worth $334M as of Q2 2026.
  • Aptus Capital Advisors bought 32,388 Apple shares in Q2 2026, an estimated $9.26M.
  • Apple made up 2.28% of Aptus Capital Advisors's portfolio in Q2 2026, its #6 holding.
  • Aptus Capital Advisors first reported a position in Apple in Q1 2019 and has held it in 30 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.