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Caerus Investment Advisors’s Apple AAPL Stock Holding History

Caerus Investment 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
Q2 		$6.58M Buy
22,752
+2,670
+13% +$764K 2.19% 9
2026
Q1 		$5.1M Sell
20,082
-1,899
-9% -$494K 2.12% 9
2025
Q4 		$5.98M Buy
21,981
+111
+0.5% +$29.8K 1.94% 12
2025
Q3 		$5.57M Buy
21,870
+6,120
+39% +$1.38M 2.28% 9
2025
Q2 		$3.23M Buy
15,750
+59
+0.4% +$11.9K 3.08% 10
2025
Q1 		$3.49M Sell
15,691
-1,139
-7% -$264K 3.36% 10
2024
Q4 		$4.21M Sell
16,830
-174
-1% -$41K 3.96% 10
2024
Q3 		$3.96M Sell
17,004
-7
-0% -$1.56K 3.76% 9
2024
Q2 		$3.58M Buy
17,011
+44
+0.3% +$8.21K 3.5% 11
2024
Q1 		$2.91M Sell
16,967
-950
-5% -$173K 2.81% 12
2023
Q4 		$3.45M Sell
17,917
-4,200
-19% -$775K 3.3% 12
2023
Q3 		$3.79M Hold
22,117
– – 3.9% 9
2023
Q2 		$4.29M Sell
22,117
-41
-0.2% -$7.14K 4.85% 8
2023
Q1 		$3.65M Sell
22,158
-6,000
-21% -$885K 4.21% 8
2022
Q4 		$3.66M Sell
28,158
-7,997
-22% -$1.14M 5.53% 7
2022
Q3 		$5M Buy
36,155
+6,415
+22% +$1.01M 6.3% 6
2022
Q2 		$4.07M Buy
29,740
+1,344
+5% +$204K 4.93% 7
2022
Q1 		$4.32M Buy
28,396
+15,501
+120% +$2.61M 5.23% 7
2021
Q4 		$2.29M Buy
+12,895
New +$2.04M 2.48% 10

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

Caerus Investment Advisors's AAPL Position: Q2 2026 in Review

Caerus Investment Advisors increased its Apple (AAPL) stake by 13% in Q2 2026, buying an estimated $764K and bringing the position to 22,752 shares worth $6.58M. The position accounts for 2.19% of the portfolio, ranked #9.

Caerus Investment Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Caerus Investment Advisors held 22,752 shares of Apple worth $6.58M as of Q2 2026.
  • Caerus Investment Advisors bought 2,670 Apple shares in Q2 2026, an estimated $764K.
  • Apple made up 2.19% of Caerus Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Caerus Investment Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.