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Modus Advisors’s Apple AAPL Stock Holding History

Modus 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 		$8.83M Sell
30,500
-573
-2% -$164K 2.18% 13
2026
Q1 		$7.89M Sell
31,073
-6,712
-18% -$1.75M 2.17% 10
2025
Q4 		$10.3M Sell
37,785
-8,201
-18% -$2.2M 2.71% 7
2025
Q3 		$11.7M Sell
45,986
-1,741
-4% -$393K 3.19% 5
2025
Q2 		$9.79M Sell
47,727
-86
-0.2% -$17.4K 2.91% 6
2025
Q1 		$10.6M Sell
47,813
-212
-0.4% -$49.1K 3.48% 3
2024
Q4 		$12M Sell
48,025
-1,663
-3% -$392K 3.77% 3
2024
Q3 		$11.6M Sell
49,688
-253
-0.5% -$56.5K 3.8% 3
2024
Q2 		$10.5M Buy
49,941
+454
+0.9% +$84.7K 3.72% 3
2024
Q1 		$8.49M Sell
49,487
-2,008
-4% -$365K 3.14% 6
2023
Q4 		$9.91M Buy
51,495
+796
+2% +$147K 4.02% 3
2023
Q3 		$8.68M Sell
50,699
-122
-0.2% -$22.4K 3.79% 4
2023
Q2 		$9.86M Sell
50,821
-2,652
-5% -$462K 4.23% 2
2023
Q1 		$8.82M Sell
53,473
-141
-0.3% -$20.8K 4.06% 3
2022
Q4 		$6.97M Buy
53,614
+6
+0% +$857 3.37% 5
2022
Q3 		$7.41M Sell
53,608
-37
-0.1% -$5.81K 3.9% 5
2022
Q2 		$7.33M Buy
53,645
+421
+0.8% +$63.8K 3.71% 5
2022
Q1 		$9.29M Sell
53,224
-522
-1% -$87.8K 4.08% 4
2021
Q4 		$9.54M Sell
53,746
-3,782
-7% -$598K 4.06% 4
2021
Q3 		$8.14M Sell
57,528
-1,401
-2% -$206K 3.52% 4
2021
Q2 		$8.07M Buy
58,929
+48
+0.1% +$6.22K 3.4% 4
2021
Q1 		$7.19M Buy
58,881
+1,106
+2% +$142K 3.33% 6
2020
Q4 		$7.67M Sell
57,775
-1,723
-3% -$207K 3.97% 4
2020
Q3 		$6.89M Buy
59,498
+4,438
+8% +$484K 3.96% 5
2020
Q2 		$5.02M Buy
55,060
+6,724
+14% +$521K 3.27% 7
2020
Q1 		$3.07M Sell
48,336
-5,320
-10% -$391K 2.85% 12
2019
Q4 		$3.94M Buy
+53,656
New +$3.45M 3.1% 11

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

Modus Advisors's AAPL Position: Q2 2026 in Review

Modus Advisors reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $164K and leaving 30,500 shares worth $8.83M. The position accounts for 2.18% of the portfolio, ranked #13.

Modus Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $12M in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Modus Advisors held 30,500 shares of Apple worth $8.83M as of Q2 2026.
  • Modus Advisors sold 573 Apple shares in Q2 2026, an estimated $164K.
  • Apple made up 2.18% of Modus Advisors's portfolio in Q2 2026, its #13 holding.
  • Modus Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Modus Advisors's Apple position peaked at $12M in Q4 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.