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
Q1
Hold
0
-$206K 375
2025
Q4
Hold
0
403
2025
Q1
Hold
0
-$231K 367
2024
Q4
Hold
0
323
2022
Q1
Sell
-2,500
Closed -$20K 295
2021
Q4
$20K Buy
+2,500
New +$395K ﹤0.01% 261

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. 2,027 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.
  • 2,027 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.