VWM
AAPL icon

Venturi Wealth Management’s Apple AAPL Stock Holding History

Venturi Wealth 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
2025
Q2 		– Hold
0
– -$800K – 535
2025
Q1 		– Hold
0
– – – 239

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Venturi Wealth Management's AAPL Position: Q2 2026 in Review

Venturi Wealth Management increased its Apple (AAPL) stake by 4.3% in Q2 2026, buying an estimated $2.87M and bringing the position to 245,010 shares worth $70.9M. The position accounts for 2.74% of the portfolio, ranked #6.

Venturi Wealth Management first reported a position in AAPL in Q4 2015 and has held it in 43 quarters since. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Venturi Wealth Management held 245,010 shares of Apple worth $70.9M as of Q2 2026.
  • Venturi Wealth Management bought 10,024 Apple shares in Q2 2026, an estimated $2.87M.
  • Apple made up 2.74% of Venturi Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Venturi Wealth Management first reported a position in Apple in Q4 2015 and has held it in 43 quarters since.
  • 1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.