AFO
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Allie Family Office’s Apple AAPL Stock Holding History

Allie Family Office’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
Q2 		– Sell
-3,631
Closed -$807K – 98
2025
Q1 		$807K Hold
3,631
– – 0.44% 37
2024
Q4 		$907K Buy
3,631
+150
+4% +$35.4K 0.5% 33
2024
Q3 		$811K Buy
3,481
+650
+23% +$145K 0.44% 37
2024
Q2 		$596K Buy
+2,831
New +$528K 0.36% 46
2022
Q1 		– Sell
-5,300
Closed -$941K – 60
2021
Q4 		$941K Buy
+5,300
New +$838K 0.74% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Allie Family Office's AAPL Position: Q2 2025 in Review

Allie Family Office sold out of Apple (AAPL) in Q2 2025, closing a stake of 3,631 shares — an estimated $807K sold.

Allie Family Office first reported a position in AAPL in Q4 2021 and held it in 5 quarters. The position peaked at $941K in Q4 2021. 5,583 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Allie Family Office reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
  • Allie Family Office sold 3,631 Apple shares in Q2 2025, an estimated $807K.
  • Allie Family Office first reported a position in Apple in Q4 2021 and held it in 5 quarters.
  • Allie Family Office's Apple position peaked at $941K in Q4 2021.
  • 5,583 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Allie Family Office's 13F filing for Q2 2025, filed 13 Aug 2025.