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AlphaQ Advisors’s Apple AAPL Stock Holding History

AlphaQ Advisors’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 		$297K Buy
1,339
+130
+11% +$30.1K 0.71% 31
2024
Q4 		$303K Hold
1,209
– – 0.83% 27
2024
Q3 		$282K Buy
1,209
+16
+1% +$3.57K 0.78% 26
2024
Q2 		$251K Sell
1,193
-9,629
-89% -$1.8M 0.73% 28
2024
Q1 		$1.86M Sell
10,822
-1,626
-13% -$296K 1.12% 26
2023
Q4 		$2.4M Sell
12,448
-3,842
-24% -$709K 1.66% 19
2023
Q3 		$2.79M Sell
16,290
-419
-3% -$76.8K 2.42% 7
2023
Q2 		$3.24M Buy
16,709
+1,073
+7% +$187K 2.39% 6
2023
Q1 		$2.58M Sell
15,636
-5,899
-27% -$870K 2.19% 8
2022
Q4 		$2.8M Buy
+21,535
New +$3.08M 2.42% 10

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

AlphaQ Advisors's AAPL Position: Q1 2025 in Review

AlphaQ Advisors increased its Apple (AAPL) stake by 11% in Q1 2025, buying an estimated $30.1K and bringing the position to 1,339 shares worth $297K. The position accounts for 0.71% of the portfolio, ranked #31.

AlphaQ Advisors first reported a position in AAPL in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.24M in Q2 2023. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • AlphaQ Advisors held 1,339 shares of Apple worth $297K as of Q1 2025.
  • AlphaQ Advisors bought 130 Apple shares in Q1 2025, an estimated $30.1K.
  • Apple made up 0.71% of AlphaQ Advisors's portfolio in Q1 2025, its #31 holding.
  • AlphaQ Advisors first reported a position in Apple in Q4 2022 and has held it in 10 quarters since.
  • AlphaQ Advisors's Apple position peaked at $3.24M in Q2 2023.
  • 5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on AlphaQ Advisors's 13F filing for Q1 2025, filed 15 May 2025.