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Accredited Wealth Management’s Apple AAPL Stock Holding History

Accredited Wealth Management’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
Q3 		$2.05M Sell
50
-8,220
-99% -$1.86M 1.53% 16
2025
Q2 		$1.7M Buy
+8,270
New +$1.67M 1.38% 19
2025
Q1 		– Sell
-9,528
Closed -$2.39M – 360
2024
Q4 		$2.39M Buy
+9,528
New +$2.25M 2.09% 12

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accredited Wealth Management's AAPL Position: Q3 2025 in Review

Accredited Wealth Management reduced its Apple (AAPL) stake by 99% in Q3 2025, selling an estimated $1.86M and leaving 50 shares worth $2.05M. The position accounts for 1.53% of the portfolio, ranked #16.

Accredited Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.39M in Q4 2024. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Accredited Wealth Management held 50 shares of Apple worth $2.05M as of Q3 2025.
  • Accredited Wealth Management sold 8,220 Apple shares in Q3 2025, an estimated $1.86M.
  • Apple made up 1.53% of Accredited Wealth Management's portfolio in Q3 2025, its #16 holding.
  • Accredited Wealth Management first reported a position in Apple in Q4 2024 and has held it in 3 quarters since.
  • Accredited Wealth Management's Apple position peaked at $2.39M in Q4 2024.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.