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Advanced Portfolio Management’s Apple AAPL Stock Holding History

Advanced Portfolio 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
2023
Q2 		– Sell
-25,791
Closed -$4.25M – 65
2023
Q1 		$4.25M Buy
+25,791
New +$3.81M 4.24% 2

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advanced Portfolio Management's AAPL Position: Q4 2025 in Review

Advanced Portfolio Management reduced its Apple (AAPL) stake by 45% in Q4 2025, selling an estimated $741K and leaving 3,404 shares worth $925K. The position accounts for 2.83% of the portfolio, ranked #16.

Advanced Portfolio Management first reported a position in AAPL in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.63M in Q2 2023. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Advanced Portfolio Management held 3,404 shares of Apple worth $925K as of Q4 2025.
  • Advanced Portfolio Management sold 2,761 Apple shares in Q4 2025, an estimated $741K.
  • Apple made up 2.83% of Advanced Portfolio Management's portfolio in Q4 2025, its #16 holding.
  • Advanced Portfolio Management first reported a position in Apple in Q2 2023 and has held it in 11 quarters since.
  • Advanced Portfolio Management's Apple position peaked at $5.63M in Q2 2023.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.