Opus Investment Management’s Apple AAPL Stock Holding History

Opus Investment Management’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	$8.22M	Hold	32,400	–	–	4.91%	4
2025 Q4	$8.81M	Hold	32,400	–	–	5.36%	4
2025 Q3	$8.25M	Hold	32,400	–	–	5.12%	4
2025 Q2	$6.65M	Hold	32,400	–	–	4.42%	5
2025 Q1	$7.2M	Hold	32,400	–	–	5.13%	4
2024 Q4	$8.11M	Hold	32,400	–	–	5.99%	3
2024 Q3	$7.55M	Hold	32,400	–	–	5.3%	4
2024 Q2	$6.82M	Hold	32,400	–	–	4.41%	3
2024 Q1	$5.56M	Hold	32,400	–	–	3.63%	6
2023 Q4	$6.24M	Hold	32,400	–	–	3.58%	4
2023 Q3	$5.55M	Hold	32,400	–	–	3.41%	5
2023 Q2	$6.28M	Hold	32,400	–	–	2.26%	5
2023 Q1	$5.34M	Hold	32,400	–	–	1.93%	11
2022 Q4	$4.21M	Sell	32,400 -14,400	-31%	-$2.06M	1.5%	27
2022 Q3	$6.47M	Hold	46,800	–	–	1.51%	8
2022 Q2	$6.4M	Sell	46,800 -7,200	-13%	-$1.09M	1.38%	11
2022 Q1	$9.43M	Hold	54,000	–	–	1.45%	8
2021 Q4	$9.59M	Hold	54,000	–	–	1.37%	7
2021 Q3	$7.64M	Hold	54,000	–	–	1.17%	11
2021 Q2	$7.4M	Hold	54,000	–	–	1.11%	13
2021 Q1	$6.6M	Hold	54,000	–	–	0.97%	18
2020 Q4	$7.17M	Hold	54,000	–	–	1.12%	15
2020 Q3	$6.25M	Hold	54,000	–	–	1.18%	12
2020 Q2	$4.92M	Hold	54,000	–	–	1%	29
2020 Q1	$3.43M	Hold	54,000	–	–	0.72%	37
2019 Q4	$3.96M	Hold	54,000	–	–	0.65%	46
2019 Q3	$3.02M	Hold	54,000	–	–	0.53%	62
2019 Q2	$2.67M	Hold	54,000	–	–	0.5%	65
2019 Q1	$2.56M	Buy	54,000 +8,400	+18%	+$356K	0.51%	64
2018 Q4	$1.8M	Buy	+45,600	New	+$2.21M	0.39%	69

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Opus Investment Management's AAPL Position: Q1 2026 in Review

Opus Investment Management held its Apple (AAPL) position steady in Q1 2026 at 32,400 shares worth $8.22M. The position accounts for 4.91% of the portfolio, ranked #4.

Opus Investment Management first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.59M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Opus Investment Management held 32,400 shares of Apple worth $8.22M as of Q1 2026.
Opus Investment Management left its Apple share count unchanged in Q1 2026.
Apple made up 4.91% of Opus Investment Management's portfolio in Q1 2026, its #4 holding.
Opus Investment Management first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
Opus Investment Management's Apple position peaked at $9.59M in Q4 2021.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Opus Investment Management's 13F filing for Q1 2026, filed 13 May 2026.