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Angeles Investment Advisors’s Apple AAPL Stock Holding History

Angeles Investment 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 		– Sell
-20,142
Closed -$5.04M – 31
2024
Q4 		$5.04M Sell
20,142
-3,178
-14% -$749K 0.24% 22
2024
Q3 		$5.43M Buy
23,320
+1,309
+6% +$292K 0.28% 24
2024
Q2 		$4.64M Buy
22,011
+9,706
+79% +$1.81M 0.24% 27
2024
Q1 		$2.11M Sell
12,305
-16,425
-57% -$2.99M 0.11% 30
2023
Q4 		$5.53M Buy
28,730
+21,876
+319% +$4.04M 0.33% 24
2023
Q3 		$1.17M Sell
6,854
-1,978
-22% -$363K 0.09% 30
2023
Q2 		$1.71M Buy
8,832
+1,159
+15% +$202K 0.14% 24
2023
Q1 		$1.27M Buy
7,673
+192
+3% +$28.3K 0.1% 25
2022
Q4 		$972K Buy
+7,481
New +$1.07M 0.08% 26
2022
Q3 		– Sell
-5,589
Closed -$764K – 48
2022
Q2 		$764K Hold
5,589
– – 0.07% 27
2022
Q1 		$976K Sell
5,589
-73,328
-93% -$12.3M 0.07% 28
2021
Q4 		$14M Sell
78,917
-3,403
-4% -$538K 0.7% 21
2021
Q3 		$11.6M Buy
82,320
+24,249
+42% +$3.57M 0.68% 22
2021
Q2 		$7.95M Buy
58,071
+16,284
+39% +$2.11M 0.5% 24
2021
Q1 		$5.1M Buy
41,787
+1,500
+4% +$193K 0.4% 20
2020
Q4 		$5.35M Sell
40,287
-877
-2% -$105K 0.54% 15
2020
Q3 		$4.77M Buy
41,164
+800
+2% +$87.3K 0.6% 14
2020
Q2 		$3.68M Sell
40,364
-5,524
-12% -$428K 0.52% 15
2020
Q1 		$3.3M Sell
45,888
-12,656
-22% -$931K 0.89% 12
2019
Q4 		$4.3M Buy
58,544
+11,232
+24% +$723K 0.87% 7
2019
Q3 		$2.65M Sell
47,312
-11,680
-20% -$611K 0.57% 9
2019
Q2 		$2.92M Buy
58,992
+12,136
+26% +$591K 0.72% 8
2019
Q1 		$2.23M Buy
46,856
+24,876
+113% +$1.06M 2.11% 7
2018
Q4 		$867K Buy
+21,980
New +$1.07M 0.75% 20

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

Angeles Investment Advisors's AAPL Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Apple (AAPL) in Q1 2025, closing a stake of 20,142 shares — an estimated $5.04M sold.

Angeles Investment Advisors first reported a position in AAPL in Q4 2018 and held it in 24 quarters. The position peaked at $14M in Q4 2021. 5,591 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Apple position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 20,142 Apple shares in Q1 2025, an estimated $5.04M.
  • Angeles Investment Advisors first reported a position in Apple in Q4 2018 and held it in 24 quarters.
  • Angeles Investment Advisors's Apple position peaked at $14M in Q4 2021.
  • 5,591 funds tracked by Wall St. Rank held Apple as of Q1 2025.

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