AOG
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Alpha Omega Group’s Apple AAPL Stock Holding History

Alpha Omega Group’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
Q1 		$436K Buy
1,965
+458
+30% +$106K 0.52% 12
2024
Q4 		$377K Sell
1,507
-32
-2% -$7.54K 0.44% 14
2024
Q3 		$359K Sell
1,539
-136
-8% -$30.4K 0.49% 13
2024
Q2 		$353K Buy
1,675
+96
+6% +$17.9K 0.45% 12
2024
Q1 		$271K Buy
1,579
+220
+16% +$40K 0.38% 14
2023
Q4 		$262K Hold
1,359
– – 0.46% 15
2023
Q3 		$233K Buy
1,359
+1
+0.1% +$183 0.44% 16
2023
Q2 		$263K Buy
1,358
+3
+0.2% +$523 0.49% 15
2023
Q1 		$223K Sell
1,355
-1,579
-54% -$233K 0.44% 17
2022
Q4 		$381K Hold
2,934
– – 0.54% 17
2022
Q3 		$406K Buy
2,934
+30
+1% +$4.71K 0.51% 19
2022
Q2 		$397K Sell
2,904
-1,096
-27% -$166K 0.47% 19
2022
Q1 		$698K Buy
4,000
+31
+0.8% +$5.21K 0.7% 17
2021
Q4 		$705K Buy
3,969
+353
+10% +$55.8K 0.71% 17
2021
Q3 		$512K Buy
3,616
+1
+0% +$147 0.55% 21
2021
Q2 		$495K Buy
3,615
+851
+31% +$110K 0.52% 20
2021
Q1 		$338K Sell
2,764
-5,778
-68% -$742K 0.37% 19
2020
Q4 		$1.13M Buy
+8,542
New +$1.03M 1.1% 12

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alpha Omega Group's AAPL Position: Q1 2025 in Review

Alpha Omega Group increased its Apple (AAPL) stake by 30% in Q1 2025, buying an estimated $106K and bringing the position to 1,965 shares worth $436K. The position accounts for 0.52% of the portfolio, ranked #12.

Alpha Omega Group first reported a position in AAPL in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.13M in Q4 2020. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Alpha Omega Group held 1,965 shares of Apple worth $436K as of Q1 2025.
  • Alpha Omega Group bought 458 Apple shares in Q1 2025, an estimated $106K.
  • Apple made up 0.52% of Alpha Omega Group's portfolio in Q1 2025, its #12 holding.
  • Alpha Omega Group first reported a position in Apple in Q4 2020 and has held it in 18 quarters since.
  • Alpha Omega Group's Apple position peaked at $1.13M in Q4 2020.
  • 5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Alpha Omega Group's 13F filing for Q1 2025, filed 6 May 2025.