VFO
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Virtus Family Office’s Apple AAPL Stock Holding History

Virtus Family Office’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 		– Sell
-1,454
Closed -$395K – 74
2025
Q4 		$395K Sell
1,454
-810
-36% -$217K 0.34% 53
2025
Q3 		$576K Buy
2,264
+1,227
+118% +$277K 0.54% 40
2025
Q2 		$213K Hold
1,037
– – 0.27% 42
2025
Q1 		$230K Sell
1,037
-132
-11% -$30.6K 0.3% 39
2024
Q4 		$293K Sell
1,169
-931
-44% -$219K 0.37% 39
2024
Q3 		$489K Hold
2,100
– – 0.65% 40
2024
Q2 		$442K Sell
2,100
-15
-0.7% -$2.8K 0.6% 40
2024
Q1 		$363K Sell
2,115
-631
-23% -$115K 0.58% 29
2023
Q4 		$529K Sell
2,746
-5
-0.2% -$923 0.89% 29
2023
Q3 		$471K Hold
2,751
– – 0.86% 27
2023
Q2 		$534K Buy
2,751
+10
+0.4% +$1.74K 0.99% 26
2023
Q1 		$452K Buy
2,741
+620
+29% +$91.5K 0.89% 31
2022
Q4 		$276K Buy
2,121
+8
+0.4% +$1.14K 0.62% 33
2022
Q3 		$292K Buy
+2,113
New +$332K 0.75% 38

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Virtus Family Office's AAPL Position: Q1 2026 in Review

Virtus Family Office sold out of Apple (AAPL) in Q1 2026, closing a stake of 1,454 shares — an estimated $395K sold.

Virtus Family Office first reported a position in AAPL in Q3 2022 and held it in 14 quarters. The position peaked at $576K in Q3 2025. 6,105 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Virtus Family Office reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
  • Virtus Family Office sold 1,454 Apple shares in Q1 2026, an estimated $395K.
  • Virtus Family Office first reported a position in Apple in Q3 2022 and held it in 14 quarters.
  • Virtus Family Office's Apple position peaked at $576K in Q3 2025.
  • 6,105 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.