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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
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 $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

Caerus Investment Advisors's AAPL Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Apple (AAPL) stake by 8.6% in Q1 2026, selling an estimated $494K and leaving 20,082 shares worth $5.1M. The position accounts for 2.12% of the portfolio, ranked #9.

Caerus Investment Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.98M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Caerus Investment Advisors held 20,082 shares of Apple worth $5.1M as of Q1 2026.
  • Caerus Investment Advisors sold 1,899 Apple shares in Q1 2026, an estimated $494K.
  • Apple made up 2.12% of Caerus Investment Advisors's portfolio in Q1 2026, its #9 holding.
  • Caerus Investment Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Caerus Investment Advisors's Apple position peaked at $5.98M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.