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Semus Wealth Partners’s Apple AAPL Stock Holding History

Semus Wealth Partners’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 		$39.1M Sell
135,255
-1,623
-1% -$464K 18.92% 1
2026
Q1 		$34.7M Sell
136,878
-1,151
-0.8% -$300K 19.41% 1
2025
Q4 		$37.5M Sell
138,029
-263
-0.2% -$70.6K 20.21% 1
2025
Q3 		$35.2M Buy
138,292
+356
+0.3% +$80.4K 19.94% 1
2025
Q2 		$28.3M Buy
137,936
+430
+0.3% +$86.8K 18.35% 1
2025
Q1 		$30.5M Buy
137,506
+67
+0% +$15.5K 21.28% 1
2024
Q4 		$34.4M Buy
137,439
+535
+0.4% +$126K 22.79% 1
2024
Q3 		$31.9M Buy
136,904
+566
+0.4% +$126K 22.31% 1
2024
Q2 		$28.7M Buy
136,338
+974
+0.7% +$182K 22.17% 1
2024
Q1 		$23.2M Sell
135,364
-514
-0.4% -$93.5K 19.55% 1
2023
Q4 		$26.2M Sell
135,878
-582
-0.4% -$107K 21.44% 1
2023
Q3 		$23.4M Buy
136,460
+338
+0.2% +$62K 21.76% 1
2023
Q2 		$26.4M Buy
136,122
+191
+0.1% +$33.3K 24.25% 1
2023
Q1 		$22.4M Sell
135,931
-585
-0.4% -$86.3K 24.1% 1
2022
Q4 		$17.7M Buy
+136,516
New +$19.5M 21.54% 1

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

Semus Wealth Partners's AAPL Position: Q2 2026 in Review

Semus Wealth Partners reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $464K and leaving 135,255 shares worth $39.1M. The position accounts for 18.92% of the portfolio, ranked #1.

Semus Wealth Partners first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Semus Wealth Partners held 135,255 shares of Apple worth $39.1M as of Q2 2026.
  • Semus Wealth Partners sold 1,623 Apple shares in Q2 2026, an estimated $464K.
  • Apple made up 18.92% of Semus Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Semus Wealth Partners first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.