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Apexium Financial’s Apple AAPL Stock Holding History

Apexium Financial’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
Q3 		$60.9M Sell
239,070
-5,428
-2% -$1.23M 2.96% 5
2025
Q2 		$50.2M Sell
244,498
-2,110
-0.9% -$426K 2.66% 6
2025
Q1 		$54.8M Buy
246,608
+35,709
+17% +$8.27M 3.27% 5
2024
Q4 		$52.8M Buy
210,899
+20,926
+11% +$4.93M 3.21% 6
2024
Q3 		$44.3M Buy
189,973
+355
+0.2% +$79.3K 2.92% 6
2024
Q2 		$39.9M Sell
189,618
-3,333
-2% -$622K 2.85% 6
2024
Q1 		$33.1M Sell
192,951
-154,040
-44% -$28M 2.51% 6
2023
Q4 		$66.8M Buy
346,991
+147,110
+74% +$27.2M 4.8% 5
2023
Q3 		$34.2M Sell
199,881
-1,785
-0.9% -$327K 3.43% 5
2023
Q2 		$39.1M Sell
201,666
-3,368
-2% -$587K 3.46% 5
2023
Q1 		$33.8M Sell
205,034
-2,167
-1% -$320K 3.32% 5
2022
Q4 		$26.9M Buy
207,201
+1,976
+1% +$282K 2.79% 6
2022
Q3 		$28.4M Buy
205,225
+96,679
+89% +$15.2M 3.52% 4
2022
Q2 		$14.8M Buy
108,546
+11,254
+12% +$1.7M 8.53% 2
2022
Q1 		$17.3M Sell
97,292
-1,042
-1% -$175K 9.06% 2
2021
Q4 		$17.5M Sell
98,334
-148
-0.2% -$23.4K 9.01% 2
2021
Q3 		$13.9M Sell
98,482
-990
-1% -$146K 8.05% 3
2021
Q2 		$13.6M Buy
99,472
+8,716
+10% +$1.13M 8.46% 3
2021
Q1 		$11.1M Buy
90,756
+233
+0.3% +$29.9K 8.14% 2
2020
Q4 		$12M Buy
90,523
+296
+0.3% +$35.6K 9.5% 2
2020
Q3 		$10.4M Buy
90,227
+31
+0% +$3.38K 8.47% 2
2020
Q2 		$8.23M Buy
90,196
+53,704
+147% +$4.16M 7.44% 5
2020
Q1 		$2.32M Buy
36,492
+692
+2% +$50.9K 3.07% 9
2019
Q4 		$2.63M Buy
+35,800
New +$2.3M 3.4% 10
2018
Q4 		$670K Buy
+17,000
New +$824K 6.43% 7

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apexium Financial's AAPL Position: Q3 2025 in Review

Apexium Financial reduced its Apple (AAPL) stake by 2.2% in Q3 2025, selling an estimated $1.23M and leaving 239,070 shares worth $60.9M. The position accounts for 2.96% of the portfolio, ranked #5.

Apexium Financial first reported a position in AAPL in Q4 2018 and has held it in 25 quarters since. The position peaked at $66.8M in Q4 2023. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Apexium Financial held 239,070 shares of Apple worth $60.9M as of Q3 2025.
  • Apexium Financial sold 5,428 Apple shares in Q3 2025, an estimated $1.23M.
  • Apple made up 2.96% of Apexium Financial's portfolio in Q3 2025, its #5 holding.
  • Apexium Financial first reported a position in Apple in Q4 2018 and has held it in 25 quarters since.
  • Apexium Financial's Apple position peaked at $66.8M in Q4 2023.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.