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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.