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AIFG Consultants’s Apple AAPL Stock Holding History

AIFG Consultants’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
Q4 		$329K Sell
1,211
-26
-2% -$6.98K 0.57% 40
2025
Q3 		$315K Sell
1,237
-35
-3% -$7.91K 0.56% 41
2025
Q2 		$261K Sell
1,272
-468
-27% -$94.5K 0.51% 47
2025
Q1 		$387K Sell
1,740
-648
-27% -$150K 0.64% 36
2024
Q4 		$598K Sell
2,388
-184
-7% -$43.4K 0.98% 27
2024
Q3 		$599K Sell
2,572
-131
-5% -$29.3K 0.46% 26
2024
Q2 		$569K Buy
2,703
+1,150
+74% +$214K 0.42% 26
2024
Q1 		$266K Sell
1,553
-625
-29% -$114K 0.19% 38
2023
Q4 		$419K Sell
2,178
-47
-2% -$8.68K 0.32% 24
2023
Q3 		$381K Sell
2,225
-796
-26% -$146K 0.32% 24
2023
Q2 		$586K Buy
3,021
+362
+14% +$63.1K 0.47% 23
2023
Q1 		$439K Buy
2,659
+426
+19% +$62.9K 0.37% 24
2022
Q4 		$290K Buy
+2,233
New +$319K 0.28% 29

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

AIFG Consultants's AAPL Position: Q4 2025 in Review

AIFG Consultants reduced its Apple (AAPL) stake by 2.1% in Q4 2025, selling an estimated $6.98K and leaving 1,211 shares worth $329K. The position accounts for 0.57% of the portfolio, ranked #40.

AIFG Consultants first reported a position in AAPL in Q4 2022 and has held it in 13 quarters since. The position peaked at $599K in Q3 2024. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • AIFG Consultants held 1,211 shares of Apple worth $329K as of Q4 2025.
  • AIFG Consultants sold 26 Apple shares in Q4 2025, an estimated $6.98K.
  • Apple made up 0.57% of AIFG Consultants's portfolio in Q4 2025, its #40 holding.
  • AIFG Consultants first reported a position in Apple in Q4 2022 and has held it in 13 quarters since.
  • AIFG Consultants's Apple position peaked at $599K in Q3 2024.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.