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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
Q2 		$8.46M Buy
29,231
+4,720
+19% +$1.35M 1.27% 16
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 $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

Verum Partners's AAPL Position: Q2 2026 in Review

Verum Partners increased its Apple (AAPL) stake by 19% in Q2 2026, buying an estimated $1.35M and bringing the position to 29,231 shares worth $8.46M. The position accounts for 1.27% of the portfolio, ranked #16.

Verum Partners first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Verum Partners held 29,231 shares of Apple worth $8.46M as of Q2 2026.
  • Verum Partners bought 4,720 Apple shares in Q2 2026, an estimated $1.35M.
  • Apple made up 1.27% of Verum Partners's portfolio in Q2 2026, its #16 holding.
  • Verum Partners first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.