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Intellus Advisors’s Apple AAPL Stock Holding History

Intellus 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 		$24M Sell
83,020
-4,253
-5% -$1.22M 2.92% 14
2026
Q1 		$22.1M Buy
87,273
+2,133
+3% +$555K 3.03% 13
2025
Q4 		$23.1M Sell
85,140
-915
-1% -$246K 3.07% 11
2025
Q3 		$21.9M Sell
86,055
-12,021
-12% -$2.72M 3% 11
2025
Q2 		$20.1M Buy
98,076
+3,298
+3% +$666K 3% 11
2025
Q1 		$21.1M Buy
94,778
+5,137
+6% +$1.19M 3.68% 8
2024
Q4 		$22.4M Buy
+89,641
New +$21.1M 3.89% 8

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

Intellus Advisors's AAPL Position: Q2 2026 in Review

Intellus Advisors reduced its Apple (AAPL) stake by 4.9% in Q2 2026, selling an estimated $1.22M and leaving 83,020 shares worth $24M. The position accounts for 2.92% of the portfolio, ranked #14.

Intellus Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Intellus Advisors held 83,020 shares of Apple worth $24M as of Q2 2026.
  • Intellus Advisors sold 4,253 Apple shares in Q2 2026, an estimated $1.22M.
  • Apple made up 2.92% of Intellus Advisors's portfolio in Q2 2026, its #14 holding.
  • Intellus Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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