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Opus Capital Group’s Apple AAPL Stock Holding History

Opus Capital Group’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
Q1 		$4.23M Sell
16,666
-244
-1% -$63.5K 0.45% 34
2025
Q4 		$4.6M Buy
16,910
+36
+0.2% +$9.66K 0.5% 33
2025
Q3 		$4.3M Buy
16,874
+196
+1% +$44.3K 0.48% 35
2025
Q2 		$3.42M Buy
16,678
+3
+0% +$606 0.41% 37
2025
Q1 		$3.7M Buy
16,675
+98
+0.6% +$22.7K 0.48% 34
2024
Q4 		$4.15M Sell
16,577
-146
-0.9% -$34.4K 0.53% 32
2024
Q3 		$3.9M Sell
16,723
-9
-0.1% -$2.01K 0.49% 34
2024
Q2 		$3.52M Sell
16,732
-131
-0.8% -$24.4K 0.5% 33
2024
Q1 		$2.89M Buy
16,863
+6
+0% +$1.09K 0.42% 33
2023
Q4 		$3.25M Sell
16,857
-234
-1% -$43.2K 0.53% 30
2023
Q3 		$2.93M Buy
17,091
+281
+2% +$51.5K 0.52% 30
2023
Q2 		$3.26M Sell
16,810
-563
-3% -$98.1K 0.56% 29
2023
Q1 		$2.87M Sell
17,373
-179
-1% -$26.4K 0.53% 30
2022
Q4 		$2.28M Sell
17,552
-696
-4% -$99.5K 0.44% 32
2022
Q3 		$2.52M Sell
18,248
-516
-3% -$81K 0.55% 30
2022
Q2 		$2.56M Sell
18,764
-317
-2% -$48K 0.52% 30
2022
Q1 		$3.33M Buy
19,081
+63
+0.3% +$10.6K 0.65% 27
2021
Q4 		$3.38M Buy
19,018
+1,576
+9% +$249K 0.7% 22
2021
Q3 		$2.47M Sell
17,442
-104
-0.6% -$15.3K 0.56% 26
2021
Q2 		$2.4M Buy
17,546
+844
+5% +$109K 0.55% 28
2021
Q1 		$2.04M Sell
16,702
-3,171
-16% -$407K 0.49% 28
2020
Q4 		$2.64M Sell
19,873
-269
-1% -$32.4K 0.67% 22
2020
Q3 		$2.33M Sell
20,142
-970
-5% -$106K 0.68% 21
2020
Q2 		$1.93M Sell
21,112
-684
-3% -$53K 0.59% 23
2020
Q1 		$1.39M Sell
21,796
-888
-4% -$65.3K 0.49% 26
2019
Q4 		$1.67M Buy
22,684
+2,880
+15% +$185K 0.49% 23
2019
Q3 		$1.11M Buy
19,804
+248
+1% +$13K 0.34% 38
2019
Q2 		$968K Buy
19,556
+124
+0.6% +$6.04K 0.29% 43
2019
Q1 		$923K Sell
19,432
-308
-2% -$13.1K 0.25% 76
2018
Q4 		$778K Sell
19,740
-84
-0.4% -$4.07K 0.16% 112
2018
Q3 		$1.12M Buy
19,824
+64
+0.3% +$3.33K 0.25% 102
2018
Q2 		$914K Sell
19,760
-204
-1% -$9.25K 0.22% 109
2018
Q1 		$837K Sell
19,964
-532
-3% -$22.9K 0.21% 112
2017
Q4 		$867K Buy
20,496
+120
+0.6% +$5.01K 0.19% 112
2017
Q3 		$785K Sell
20,376
-552
-3% -$21.4K 0.18% 110
2017
Q2 		$754K Sell
20,928
-96
-0.5% -$3.55K 0.15% 107
2017
Q1 		$755K Sell
21,024
-2,032
-9% -$66.9K 0.1% 115
2016
Q4 		$668K Sell
23,056
-400
-2% -$11.3K 0.1% 109
2016
Q3 		$663K Sell
23,456
-200
-0.8% -$5.29K 0.14% 111
2016
Q2 		$565K Buy
23,656
+76
+0.3% +$1.89K 0.13% 115
2016
Q1 		$642K Sell
23,580
-196
-0.8% -$4.88K 0.14% 124
2015
Q4 		$626K Sell
23,776
-1,136
-5% -$32.5K 0.11% 147
2015
Q3 		$687K Buy
24,912
+108
+0.4% +$3.17K 0.12% 135
2015
Q2 		$778K Buy
24,804
+1,468
+6% +$47K 0.12% 138
2015
Q1 		$726K Sell
23,336
-140
-0.6% -$4.23K 0.11% 145
2014
Q4 		$648K Sell
23,476
-51,796
-69% -$1.41M 0.09% 144
2014
Q3 		$1.9M Buy
75,272
+19,412
+35% +$476K 0.26% 97
2014
Q2 		$1.3M Sell
55,860
-1,204
-2% -$25.6K 0.09% 112
2014
Q1 		$1.09M Buy
+57,064
New +$1.09M 0.08% 107

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Opus Capital Group's AAPL Position: Q1 2026 in Review

Opus Capital Group reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $63.5K and leaving 16,666 shares worth $4.23M. The position accounts for 0.45% of the portfolio, ranked #34.

Opus Capital Group first reported a position in AAPL in Q1 2014 and has held it in 49 quarters since. The position peaked at $4.6M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Opus Capital Group held 16,666 shares of Apple worth $4.23M as of Q1 2026.
  • Opus Capital Group sold 244 Apple shares in Q1 2026, an estimated $63.5K.
  • Apple made up 0.45% of Opus Capital Group's portfolio in Q1 2026, its #34 holding.
  • Opus Capital Group first reported a position in Apple in Q1 2014 and has held it in 49 quarters since.
  • Opus Capital Group's Apple position peaked at $4.6M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.