Verus Financial Partners’s Apple AAPL Stock Holding History

Verus Financial 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	$3.61M	Sell	12,485 -180	-1%	-$51.5K	0.31%	27
2026 Q1	$3.34M	Buy	12,665 +111	+0.9%	+$28.9K	0.3%	26
2025 Q4	$3.21M	Sell	12,554 -1,496	-11%	-$402K	0.3%	26
2025 Q3	$3.58M	Sell	14,050 -478	-3%	-$108K	0.34%	23
2025 Q2	$3.07M	Sell	14,528 -438	-3%	-$88.5K	0.31%	25
2025 Q1	$3.03M	Sell	14,966 -633	-4%	-$147K	0.35%	22
2024 Q4	$3.69M	Sell	15,599 -1,348	-8%	-$318K	0.41%	20
2024 Q3	$3.83M	Buy	16,947 +18	+0.1%	+$4.02K	0.42%	20
2024 Q2	$3.57M	Buy	16,929 +48	+0.3%	+$8.95K	0.41%	20
2024 Q1	$2.89M	Sell	16,881 -1,110	-6%	-$202K	0.34%	20
2023 Q4	$3.46M	Sell	17,991 -10,105	-36%	-$1.87M	0.43%	20
2023 Q3	$5.02M	Buy	28,096 +387	+1%	+$71K	0.65%	18
2023 Q2	$5.36M	Sell	27,709 -28	-0.1%	-$4.88K	0.68%	18
2023 Q1	$4.6M	Buy	27,737 +35	+0.1%	+$5.16K	0.63%	18
2022 Q4	$4M	Sell	27,702 -300	-1%	-$42.9K	0.55%	20
2022 Q3	$4.03M	Sell	28,002 -123	-0.4%	-$19.3K	0.61%	16
2022 Q2	$4.37M	Buy	28,125 +1,141	+4%	+$173K	0.63%	16
2022 Q1	$4.52M	Buy	26,984 +1,385	+5%	+$233K	0.64%	14
2021 Q4	$4.55M	Buy	25,599 +7	+0%	+$1.11K	0.6%	16
2021 Q3	$3.75M	Buy	25,592 +92	+0.4%	+$13.5K	0.56%	14
2021 Q2	$3.73M	Sell	25,500 -49	-0.2%	-$6.35K	0.57%	14
2021 Q1	$3.27M	Sell	25,549 -283	-1%	-$36.3K	0.52%	15
2020 Q4	$3.43M	Sell	25,832 -104,805	-80%	-$12.6M	0.59%	15
2020 Q3	$15.1M	Buy	130,637 +106,949	+451%	+$11.7M	5.52%	5
2020 Q2	$2.16M	Buy	23,688 +28	+0.1%	+$2.17K	0.47%	17
2020 Q1	$1.5M	Buy	23,660 +24	+0.1%	+$1.76K	0.46%	19
2019 Q4	$1.74M	Buy	23,636 +376	+2%	+$24.2K	0.52%	16
2019 Q3	$1.3M	Buy	23,260 +580	+3%	+$30.3K	0.43%	16
2019 Q2	$1.12M	Buy	22,680 +4,348	+24%	+$212K	0.38%	19
2019 Q1	$871K	Buy	18,332 +1,544	+9%	+$65.5K	0.31%	21
2018 Q4	$947K	Hold	16,788	–	–	0.34%	17
2018 Q3	$947K	Sell	16,788 -384	-2%	-$20K	0.34%	17
2018 Q2	$795K	Sell	17,172 -1,072	-6%	-$48.6K	0.3%	17
2018 Q1	$765K	Sell	18,244 -1,332	-7%	-$57.3K	0.29%	18
2017 Q4	$828K	Sell	19,576 -376	-2%	-$15.7K	0.3%	18
2017 Q3	$769K	Sell	19,952 -236	-1%	-$9.15K	0.3%	19
2017 Q2	$727K	Sell	20,188 -1,476	-7%	-$54.6K	0.29%	17
2017 Q1	$778K	Sell	21,664 -2,084	-9%	-$68.6K	0.32%	17
2016 Q4	$688K	Sell	23,748 -328	-1%	-$9.3K	0.3%	18
2016 Q3	$680K	Sell	24,076 -944	-4%	-$25K	0.3%	18
2016 Q2	$598K	Buy	25,020 +36	+0.1%	+$895	0.27%	19
2016 Q1	$681K	Buy	24,984 +28	+0.1%	+$698	0.31%	18
2015 Q4	$657K	Sell	24,956 -108	-0.4%	-$3.09K	0.31%	20
2015 Q3	$691K	Sell	25,064 -4,976	-17%	-$146K	0.37%	17
2015 Q2	$942K	Sell	30,040 -1,824	-6%	-$58.3K	0.48%	16
2015 Q1	$991K	Buy	31,864 +224	+0.7%	+$6.76K	0.5%	17
2014 Q4	$873K	Buy	31,640 +12	+0%	+$326	0.47%	17
2014 Q3	$797K	Sell	31,628 -60	-0.2%	-$1.47K	0.45%	16
2014 Q2	$736K	Buy	31,688 +524	+2%	+$11.2K	0.41%	18
2014 Q1	$597K	Buy	31,164 +11,088	+55%	+$211K	0.33%	23
2013 Q4	$402K	Buy	20,076 +28	+0.1%	+$529	0.21%	25
2013 Q3	$341K	Buy	20,048 +1,428	+8%	+$23.7K	0.19%	25
2013 Q2	$264K	Buy	+18,620	New	+$286K	0.15%	31

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Verus Financial Partners's AAPL Position: Q2 2026 in Review

Verus Financial Partners reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $51.5K and leaving 12,485 shares worth $3.61M. The position accounts for 0.31% of the portfolio, ranked #27.

Verus Financial Partners first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.1M in Q3 2020. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Verus Financial Partners held 12,485 shares of Apple worth $3.61M as of Q2 2026.
Verus Financial Partners sold 180 Apple shares in Q2 2026, an estimated $51.5K.
Apple made up 0.31% of Verus Financial Partners's portfolio in Q2 2026, its #27 holding.
Verus Financial Partners first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
Verus Financial Partners's Apple position peaked at $15.1M in Q3 2020.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.