Virtue Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.5M | Sell |
42,589
-727
| -2% | -$189K | 1.6% | 13 |
|
|
2025
Q4 | $11.7M | Buy |
43,316
+17,382
| +67% | +$4.67M | 1.81% | 12 |
|
|
2025
Q3 | $5.69M | Sell |
25,934
-6,797
| -21% | -$1.54M | 0.91% | 24 |
|
|
2025
Q2 | $6.72M | Sell |
32,731
-29,899
| -48% | -$6.04M | 1.24% | 20 |
|
|
2025
Q1 | $13.9M | Buy |
62,630
+24,451
| +64% | +$5.66M | 1.62% | 12 |
|
|
2024
Q4 | $9.56M | Sell |
38,179
-735
| -2% | -$173K | 1.92% | 12 |
|
|
2024
Q3 | $9.07M | Sell |
38,914
-15,533
| -29% | -$3.47M | 1.82% | 16 |
|
|
2024
Q2 | $12.2M | Sell |
54,447
-1,232
| -2% | -$230K | 2.1% | 12 |
|
|
2024
Q1 | $9.8M | Buy |
55,679
+14,588
| +36% | +$2.65M | 1.76% | 12 |
|
|
2023
Q4 | $7.43M | Sell |
41,091
-671
| -2% | -$124K | 1.51% | 12 |
|
|
2023
Q3 | $7.99M | Hold |
41,762
| – | – | 1.36% | 15 |
|
|
2023
Q2 | $7.99M | Buy |
41,762
+2,981
| +8% | +$519K | 1.36% | 15 |
|
|
2023
Q1 | $6.35M | Sell |
38,781
-6,173
| -14% | -$911K | 1.04% | 15 |
|
|
2022
Q4 | $5.84M | Buy |
44,954
+6,061
| +16% | +$866K | 0.89% | 18 |
|
|
2022
Q3 | $5.38M | Buy |
38,893
+4,276
| +12% | +$671K | 0.84% | 15 |
|
|
2022
Q2 | $4.73M | Sell |
34,617
-22,970
| -40% | -$3.48M | 0.74% | 12 |
|
|
2022
Q1 | $10.1M | Buy |
57,587
+1,041
| +2% | +$175K | 1.58% | 7 |
|
|
2021
Q4 | $10M | Buy |
56,546
+12,518
| +28% | +$1.98M | 1.48% | 7 |
|
|
2021
Q3 | $6.23M | Buy |
44,028
+871
| +2% | +$128K | 1.1% | 13 |
|
|
2021
Q2 | $5.91M | Sell |
43,157
-1,202
| -3% | -$156K | 1.18% | 9 |
|
|
2021
Q1 | $5.42M | Sell |
44,359
-1,114
| -2% | -$143K | 1.27% | 8 |
|
|
2020
Q4 | $6.03M | Sell |
45,473
-1,663
| -4% | -$200K | 1.48% | 7 |
|
|
2020
Q3 | $5.46M | Buy |
47,136
+2,428
| +5% | +$265K | 1.34% | 10 |
|
|
2020
Q2 | $4.08M | Buy |
44,708
+34,792
| +351% | +$2.7M | 0.94% | 18 |
|
|
2020
Q1 | $630K | Sell |
9,916
-4,228
| -30% | -$311K | 0.96% | 7 |
|
|
2019
Q4 | $1.04M | Sell |
14,144
-7,804
| -36% | -$502K | 0.3% | 69 |
|
|
2019
Q3 | $1.23M | Buy |
21,948
+16,964
| +340% | +$887K | 0.41% | 83 |
|
|
2019
Q2 | $247K | Sell |
4,984
-8,784
| -64% | -$428K | 0.09% | 192 |
|
|
2019
Q1 | $654K | Buy |
13,768
+1,296
| +10% | +$55K | 0.23% | 36 |
|
|
2018
Q4 | $492K | Sell |
12,472
-8,592
| -41% | -$417K | 0.23% | 35 |
|
|
2018
Q3 | $1.19M | Buy |
21,064
+15,452
| +275% | +$805K | 0.25% | 106 |
|
|
2018
Q2 | $260K | Sell |
5,612
-4,328
| -44% | -$196K | 0.13% | 177 |
|
|
2018
Q1 | $411K | Buy |
9,940
+4,508
| +83% | +$194K | 0.22% | 137 |
|
|
2017
Q4 | $230K | Buy |
+5,432
| New | +$227K | 0.13% | 157 |
|
Other funds holding AAPL
VCM
VPM
Virtue Capital Management's AAPL Position: Q1 2026 in Review
Virtue Capital Management reduced its Apple (AAPL) stake by 1.7% in Q1 2026, selling an estimated $189K and leaving 42,589 shares worth $10.5M. The position accounts for 1.6% of the portfolio, ranked #13.
Virtue Capital Management first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.9M in Q1 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Virtue Capital Management held 42,589 shares of Apple worth $10.5M as of Q1 2026.
- Virtue Capital Management sold 727 Apple shares in Q1 2026, an estimated $189K.
- Apple made up 1.6% of Virtue Capital Management's portfolio in Q1 2026, its #13 holding.
- Virtue Capital Management first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Virtue Capital Management's Apple position peaked at $13.9M in Q1 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Virtue Capital Management's 13F filing for Q1 2026, filed 7 May 2026.