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Operose Advisors’s Apple AAPL Stock Holding History

Operose 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 		$5.38M Buy
18,605
+165
+0.9% +$47.2K 1.04% 13
2026
Q1 		$4.68M Buy
18,440
+3,152
+21% +$820K 1.09% 13
2025
Q4 		$4.16M Buy
15,288
+20
+0.1% +$5.37K 0.97% 16
2025
Q3 		$3.89M Buy
15,268
+934
+7% +$211K 0.97% 15
2025
Q2 		$2.94M Buy
14,334
+589
+4% +$119K 0.83% 16
2025
Q1 		$3.05M Buy
13,745
+389
+3% +$90.1K 1.01% 13
2024
Q4 		$3.34M Sell
13,356
-1,527
-10% -$360K 1.14% 11
2024
Q3 		$3.47M Buy
14,883
+1,655
+13% +$370K 1.12% 10
2024
Q2 		$2.79M Buy
13,228
+385
+3% +$71.8K 0.99% 12
2024
Q1 		$2.2M Buy
12,843
+4,385
+52% +$797K 0.74% 16
2023
Q4 		$1.63M Sell
8,458
-1,775
-17% -$328K 0.65% 16
2023
Q3 		$1.75M Buy
10,233
+1,176
+13% +$216K 0.69% 19
2023
Q2 		$1.76M Sell
9,057
-57
-0.6% -$9.93K 0.8% 17
2023
Q1 		$1.5M Sell
9,114
-953
-9% -$141K 0.75% 17
2022
Q4 		$1.31M Buy
10,067
+2,029
+25% +$290K 0.7% 16
2022
Q3 		$1.11M Sell
8,038
-31
-0.4% -$4.87K 0.73% 19
2022
Q2 		$1.1M Buy
8,069
+34
+0.4% +$5.15K 0.78% 20
2022
Q1 		$1.4M Buy
8,035
+777
+11% +$131K 0.97% 18
2021
Q4 		$1.29M Buy
+7,258
New +$1.15M 1.05% 20

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

Operose Advisors's AAPL Position: Q2 2026 in Review

Operose Advisors increased its Apple (AAPL) stake by 0.89% in Q2 2026, buying an estimated $47.2K and bringing the position to 18,605 shares worth $5.38M. The position accounts for 1.04% of the portfolio, ranked #13.

Operose Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Operose Advisors held 18,605 shares of Apple worth $5.38M as of Q2 2026.
  • Operose Advisors bought 165 Apple shares in Q2 2026, an estimated $47.2K.
  • Apple made up 1.04% of Operose Advisors's portfolio in Q2 2026, its #13 holding.
  • Operose Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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