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Portus Wealth Advisors’s Apple AAPL Stock Holding History

Portus Wealth 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 		$3.37M Buy
11,656
+339
+3% +$97K 2.78% 8
2026
Q1 		$2.87M Sell
11,317
-902
-7% -$235K 2.7% 7
2025
Q4 		$3.32M Buy
12,219
+506
+4% +$136K 3.13% 7
2025
Q3 		$2.98M Buy
+11,713
New +$2.65M 2.97% 7

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

Portus Wealth Advisors's AAPL Position: Q2 2026 in Review

Portus Wealth Advisors increased its Apple (AAPL) stake by 3% in Q2 2026, buying an estimated $97K and bringing the position to 11,656 shares worth $3.37M. The position accounts for 2.78% of the portfolio, ranked #8.

Portus Wealth Advisors first reported a position in AAPL in Q3 2025 and has held it in 4 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Portus Wealth Advisors held 11,656 shares of Apple worth $3.37M as of Q2 2026.
  • Portus Wealth Advisors bought 339 Apple shares in Q2 2026, an estimated $97K.
  • Apple made up 2.78% of Portus Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Portus Wealth Advisors first reported a position in Apple in Q3 2025 and has held it in 4 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.