Alpha Cubed Investments’s Apple AAPL Stock Holding History

Alpha Cubed Investments’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
2019 Q4	–	Sell	-6,400	Closed	-$3K	–	257
2019 Q3	$3K	Buy	+6,400	New	+$335K	﹤0.01%	254

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alpha Cubed Investments's AAPL Position: Q4 2025 in Review

Alpha Cubed Investments reduced its Apple (AAPL) stake by 2.1% in Q4 2025, selling an estimated $3.87M and leaving 688,984 shares worth $187M. The position accounts for 6.41% of the portfolio, ranked #1.

Alpha Cubed Investments first reported a position in AAPL in Q4 2013 and has held it in 49 quarters since. 6,116 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

Alpha Cubed Investments held 688,984 shares of Apple worth $187M as of Q4 2025.
Alpha Cubed Investments sold 14,432 Apple shares in Q4 2025, an estimated $3.87M.
Apple made up 6.41% of Alpha Cubed Investments's portfolio in Q4 2025, its #1 holding.
Alpha Cubed Investments first reported a position in Apple in Q4 2013 and has held it in 49 quarters since.
6,116 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.