Accredited Investor Services’s Apple AAPL Stock Holding History

Accredited Investor Services’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
2025 Q1	–	Sell	-16,512	Closed	-$4.13M	–	71
2024 Q4	$4.13M	Buy	+16,512	New	+$3.89M	3.31%	4

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Accredited Investor Services's AAPL Position: Q1 2025 in Review

Accredited Investor Services sold out of Apple (AAPL) in Q1 2025, closing a stake of 16,512 shares — an estimated $4.13M sold.

Accredited Investor Services first reported a position in AAPL in Q4 2024 and held it in 1 quarter. The position peaked at $4.13M in Q4 2024. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

Accredited Investor Services reported no remaining Apple position as of Q1 2025 after selling out during the quarter.
Accredited Investor Services sold 16,512 Apple shares in Q1 2025, an estimated $4.13M.
Accredited Investor Services first reported a position in Apple in Q4 2024 and held it in 1 quarter.
Accredited Investor Services's Apple position peaked at $4.13M in Q4 2024.
5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Accredited Investor Services's 13F filing for Q1 2025, filed 2 May 2025.