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Verum Partners’s Apple AAPL Stock Holding History

Verum 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
Q1 		$6.22M Buy
24,511
+508
+2% +$132K 1.18% 20
2025
Q4 		$6.53M Sell
24,003
-88
-0.4% -$23.6K 1.32% 17
2025
Q3 		$6.13M Buy
24,091
+296
+1% +$66.9K 1.3% 19
2025
Q2 		$4.88M Sell
23,795
-996
-4% -$201K 1.12% 21
2025
Q1 		$5.51M Buy
24,791
+909
+4% +$211K 1.48% 15
2024
Q4 		$5.98M Sell
23,882
-317
-1% -$74.7K 1.72% 13
2024
Q3 		$5.64M Buy
24,199
+232
+1% +$51.8K 1.65% 13
2024
Q2 		$5.05M Buy
23,967
+557
+2% +$104K 1.63% 14
2024
Q1 		$4.01M Sell
23,410
-378
-2% -$68.7K 1.43% 16
2023
Q4 		$4.58M Sell
23,788
-179
-0.7% -$33.1K 1.81% 14
2023
Q3 		$4.1M Buy
23,967
+8,789
+58% +$1.61M 1.83% 15
2023
Q2 		$2.94M Buy
15,178
+5,730
+61% +$998K 2.67% 10
2023
Q1 		$1.56M Buy
9,448
+880
+10% +$130K 1.66% 18
2022
Q4 		$1.11M Buy
+8,568
New +$1.22M 1.37% 22

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

Verum Partners's AAPL Position: Q1 2026 in Review

Verum Partners increased its Apple (AAPL) stake by 2.1% in Q1 2026, buying an estimated $132K and bringing the position to 24,511 shares worth $6.22M. The position accounts for 1.18% of the portfolio, ranked #20.

Verum Partners first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.53M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Verum Partners held 24,511 shares of Apple worth $6.22M as of Q1 2026.
  • Verum Partners bought 508 Apple shares in Q1 2026, an estimated $132K.
  • Apple made up 1.18% of Verum Partners's portfolio in Q1 2026, its #20 holding.
  • Verum Partners first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Verum Partners's Apple position peaked at $6.53M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.