ACA
AAPL icon

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 		– Sell
-56,500
Closed -$15.4M – 1672
2025
Q4 		$15.4M Buy
56,500
+36,100
+177% +$9.69M 0.11% 160
2025
Q3 		$5.19M Buy
+20,400
New +$4.61M 0.04% 314
2020
Q4 		– Sell
-10,000
Closed -$1.16M – 469
2020
Q3 		$1.16M Buy
+10,000
New +$1.09M 0.06% 137

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.