Magnus Financial Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$39.8M Sell
137,634
-455
-0.3% -$130K 2.82% 6
2026
Q1
$35M Sell
138,089
-8,906
-6% -$2.32M 2.84% 7
2025
Q4
$40M Buy
146,995
+8,599
+6% +$2.31M 3.05% 4
2025
Q3
$35.2M Sell
138,396
-298
-0.2% -$67.3K 2.78% 6
2025
Q2
$28.5M Sell
138,694
-426
-0.3% -$86K 2.5% 8
2025
Q1
$30.9M Buy
139,120
+9,090
+7% +$2.11M 2.99% 6
2024
Q4
$32.6M Buy
130,030
+8,587
+7% +$2.02M 3.14% 6
2024
Q3
$28.3M Buy
121,443
+1,182
+1% +$264K 2.88% 6
2024
Q2
$25.3M Buy
120,261
+2,800
+2% +$522K 2.85% 5
2024
Q1
$20.1M Buy
117,461
+3,615
+3% +$657K 2.39% 9
2023
Q4
$21.9M Buy
113,846
+1,376
+1% +$254K 2.87% 9
2023
Q3
$19.3M Buy
112,470
+949
+0.9% +$174K 2.81% 9
2023
Q2
$21.6M Buy
111,521
+1,152
+1% +$201K 3.08% 8
2023
Q1
$18.2M Sell
110,369
-1,452
-1% -$214K 2.77% 10
2022
Q4
$14.5M Sell
111,821
-6,367
-5% -$910K 2.37% 11
2022
Q3
$16.3M Buy
118,188
+1,333
+1% +$209K 3.12% 8
2022
Q2
$16M Buy
116,855
+8,107
+7% +$1.23M 2.94% 8
2022
Q1
$19M Buy
108,748
+30,650
+39% +$5.15M 3.17% 7
2021
Q4
$13.9M Buy
78,098
+5,130
+7% +$811K 2.63% 11
2021
Q3
$10.3M Sell
72,968
-542
-0.7% -$79.8K 2.19% 13
2021
Q2
$10.1M Buy
73,510
+5,380
+8% +$697K 2.19% 13
2021
Q1
$8.32M Sell
68,130
-784,490
-92% -$101M 2.01% 13
2020
Q4
$113M Sell
852,620
-1,501
-0.2% -$181K 11.23% 2
2020
Q3
$98.9M Sell
854,121
-4,127
-0.5% -$450K 11.51% 3
2020
Q2
$78.3M Sell
858,248
-4,100
-0.5% -$318K 8.68% 3
2020
Q1
$54.8M Buy
862,348
+19,788
+2% +$1.46M 7.47% 3
2019
Q4
$61.9M Buy
842,560
+4,140
+0.5% +$266K 8.85% 2
2019
Q3
$46.9M Buy
838,420
+916
+0.1% +$47.9K 8.81% 2
2019
Q2
$41.4M Buy
837,504
+1,632
+0.2% +$79.5K 7.98% 2
2019
Q1
$39.7M Buy
835,872
+6,880
+0.8% +$292K 8.08% 2
2018
Q4
$32.7M Buy
+828,992
New +$40.2M 8.69% 2

Other funds holding AAPL

Magnus Financial Group's AAPL Position: Q2 2026 in Review

Magnus Financial Group reduced its Apple (AAPL) stake by 0.33% in Q2 2026, selling an estimated $130K and leaving 137,634 shares worth $39.8M. The position accounts for 2.82% of the portfolio, ranked #6.

Magnus Financial Group first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $113M in Q4 2020. 1,997 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Magnus Financial Group held 137,634 shares of Apple worth $39.8M as of Q2 2026.
  • Magnus Financial Group sold 455 Apple shares in Q2 2026, an estimated $130K.
  • Apple made up 2.82% of Magnus Financial Group's portfolio in Q2 2026, its #6 holding.
  • Magnus Financial Group first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's Apple position peaked at $113M in Q4 2020.
  • 1,997 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.