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Adaptive Financial Consulting’s Apple AAPL Stock Holding History

Adaptive Financial Consulting’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 		– Sell
-1,567
Closed -$322K – 20
2025
Q2 		$322K Sell
1,567
-400
-20% -$80.8K 0.13% 18
2025
Q1 		$437K Hold
1,967
– – 0.19% 18
2024
Q4 		$493K Sell
1,967
-150
-7% -$35.4K 0.2% 18
2024
Q3 		$493K Hold
2,117
– – 0.2% 17
2024
Q2 		$446K Sell
2,117
-249
-11% -$46.4K 0.19% 17
2024
Q1 		$406K Sell
2,366
-401
-14% -$72.9K 0.18% 17
2023
Q4 		$533K Buy
2,767
+1
+0% +$185 0.28% 14
2023
Q3 		$474K Buy
2,766
+224
+9% +$41.1K 0.27% 14
2023
Q2 		$493K Hold
2,542
– – 0.28% 14
2023
Q1 		$419K Sell
2,542
-64
-2% -$9.44K 0.23% 15
2022
Q4 		$339K Buy
2,606
+68
+3% +$9.72K 0.19% 15
2022
Q3 		$351K Hold
2,538
– – 0.22% 15
2022
Q2 		$347K Sell
2,538
-4,276
-63% -$648K 0.22% 15
2022
Q1 		$1.19M Buy
6,814
+4,276
+168% +$719K 0.7% 13
2021
Q4 		$451K Buy
2,538
+1
+0% +$158 0.26% 15
2021
Q3 		$359K Hold
2,537
– – 0.22% 15
2021
Q2 		$348K Buy
2,537
+400
+19% +$51.8K 0.22% 15
2021
Q1 		$261K Buy
+2,137
New +$274K 0.18% 16
2020
Q2 		– Sell
-5,312
Closed -$338K – 19
2020
Q1 		$338K Buy
5,312
+800
+18% +$58.8K 0.35% 19
2019
Q4 		$331K Buy
+4,512
New +$290K 0.32% 20

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

Adaptive Financial Consulting's AAPL Position: Q3 2025 in Review

Adaptive Financial Consulting sold out of Apple (AAPL) in Q3 2025, closing a stake of 1,567 shares — an estimated $322K sold.

Adaptive Financial Consulting first reported a position in AAPL in Q4 2019 and held it in 20 quarters. The position peaked at $1.19M in Q1 2022. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Adaptive Financial Consulting reported no remaining Apple position as of Q3 2025 after selling out during the quarter.
  • Adaptive Financial Consulting sold 1,567 Apple shares in Q3 2025, an estimated $322K.
  • Adaptive Financial Consulting first reported a position in Apple in Q4 2019 and held it in 20 quarters.
  • Adaptive Financial Consulting's Apple position peaked at $1.19M in Q1 2022.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Adaptive Financial Consulting's 13F filing for Q3 2025, filed 30 Oct 2025.