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Virtus Investment Advisers’s Apple AAPL Stock Holding History

Virtus Investment Advisers’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 		$1.95M Buy
+6,733
New +$1.93M 0.45% 52
2026
Q1 		– Sell
-7,091
Closed -$1.93M – 451
2025
Q4 		$1.93M Buy
+7,091
New +$1.9M 0.52% 60
2025
Q3 		– Sell
-6,623
Closed -$1.36M – 441
2025
Q2 		$1.36M Buy
+6,623
New +$1.34M 0.46% 116
2025
Q1 		– Sell
-8,208
Closed -$2.06M – 474
2024
Q4 		$2.06M Buy
8,208
+60
+0.7% +$14.1K 1.61% 3
2024
Q3 		$1.9M Sell
8,148
-1,875
-19% -$419K 1.49% 8
2024
Q2 		$2.11M Sell
10,023
-3,369
-25% -$628K 1.79% 5
2024
Q1 		$2.3M Buy
13,392
+2,733
+26% +$497K 1.64% 7
2023
Q4 		$2.05M Buy
10,659
+6,025
+130% +$1.11M 1.54% 6
2023
Q3 		$793K Buy
4,634
+732
+19% +$134K 0.54% 44
2023
Q2 		$757K Hold
3,902
– – 0.51% 47
2023
Q1 		$643K Hold
3,902
– – 0.45% 66
2022
Q4 		$507K Hold
3,902
– – 0.34% 86
2022
Q3 		$539K Buy
+3,902
New +$612K 0.25% 69
2018
Q1 		– Sell
-374,668
Closed -$15.9M – 9
2017
Q4 		$15.9M Sell
374,668
-34,064
-8% -$1.42M 1.73% 1
2017
Q3 		$15.7M Sell
408,732
-74,948
-15% -$2.91M 1.65% 1
2017
Q2 		$17.4M Sell
483,680
-77,628
-14% -$2.87M 1.7% 1
2017
Q1 		$20.2M Buy
561,308
+848
+0.2% +$27.9K 1.78% 1
2016
Q4 		$16.2M Buy
560,460
+464,412
+484% +$13.2M 1.25% 3
2016
Q3 		$2.71M Buy
+96,048
New +$2.54M 0.17% 181

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

Virtus Investment Advisers's AAPL Position: Q2 2026 in Review

Virtus Investment Advisers opened a new position in Apple (AAPL) in Q2 2026: 6,733 shares worth $1.95M. The stake represents 0.45% of the portfolio and ranks #52 among its holdings. This is a return to the name: Virtus Investment Advisers previously reported a position in AAPL as recently as Q4 2025.

Virtus Investment Advisers first reported a position in AAPL in Q3 2016 and has held it in 19 quarters since. The position peaked at $20.2M in Q1 2017. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Virtus Investment Advisers held 6,733 shares of Apple worth $1.95M as of Q2 2026.
  • Apple was a new Virtus Investment Advisers position in Q2 2026.
  • Apple made up 0.45% of Virtus Investment Advisers's portfolio in Q2 2026, its #52 holding.
  • Virtus Investment Advisers first reported a position in Apple in Q3 2016 and has held it in 19 quarters since.
  • Virtus Investment Advisers's Apple position peaked at $20.2M in Q1 2017.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.