Virtus Wealth Solutions’s Apple AAPL Stock Holding History

Virtus Wealth Solutions’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	$3M	Buy	10,366 +4,394	+74%	+$1.26M	0.41%	27
2026 Q1	$1.52M	Buy	5,972 +6	+0.1%	+$1.56K	0.29%	36
2025 Q4	$1.62M	Sell	5,966 -9,806	-62%	-$2.63M	0.31%	29
2025 Q3	$4.02M	Buy	15,772 +187	+1%	+$42.2K	0.77%	23
2025 Q2	$3.2M	Buy	15,585 +17	+0.1%	+$3.43K	0.66%	26
2025 Q1	$3.46M	Buy	15,568 +562	+4%	+$130K	1.05%	15
2024 Q4	$3.76M	Buy	+15,006	New	+$3.54M	0.89%	21

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Virtus Wealth Solutions's AAPL Position: Q2 2026 in Review

Virtus Wealth Solutions increased its Apple (AAPL) stake by 74% in Q2 2026, buying an estimated $1.26M and bringing the position to 10,366 shares worth $3M. The position accounts for 0.41% of the portfolio, ranked #27.

Virtus Wealth Solutions first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.02M in Q3 2025. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Virtus Wealth Solutions held 10,366 shares of Apple worth $3M as of Q2 2026.
Virtus Wealth Solutions bought 4,394 Apple shares in Q2 2026, an estimated $1.26M.
Apple made up 0.41% of Virtus Wealth Solutions's portfolio in Q2 2026, its #27 holding.
Virtus Wealth Solutions first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Virtus Wealth Solutions's Apple position peaked at $4.02M in Q3 2025.
6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.