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Austin Private Wealth’s Apple AAPL Stock Holding History

Austin Private Wealth’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
Q4 		$17.7M Sell
65,290
-2,711
-4% -$728K 1.32% 23
2025
Q3 		$17.3M Sell
68,001
-7,734
-10% -$1.75M 1.31% 22
2025
Q2 		$15.5M Sell
75,735
-2,746
-3% -$555K 1.22% 24
2025
Q1 		$17.4M Buy
78,481
+1,513
+2% +$351K 1.56% 18
2024
Q4 		$19.3M Buy
76,968
+441
+0.6% +$104K 1.78% 17
2024
Q3 		$17.8M Buy
76,527
+375
+0.5% +$83.7K 1.72% 17
2024
Q2 		$16M Buy
76,152
+289
+0.4% +$53.9K 1.73% 15
2024
Q1 		$12.9M Buy
75,863
+3,595
+5% +$654K 1.48% 19
2023
Q4 		$13.9M Buy
72,268
+3,778
+6% +$698K 1.76% 14
2023
Q3 		$11.7M Buy
68,490
+12,062
+21% +$2.21M 1.7% 15
2023
Q2 		$10.9M Sell
56,428
-991
-2% -$173K 1.58% 20
2023
Q1 		$9.47M Buy
57,419
+257
+0.4% +$37.9K 1.51% 20
2022
Q4 		$7.43M Sell
57,162
-935
-2% -$134K 1.3% 18
2022
Q3 		$8.03M Buy
58,097
+64
+0.1% +$10K 1.69% 16
2022
Q2 		$7.93M Sell
58,033
-3,011
-5% -$456K 1.76% 15
2022
Q1 		$10.7M Buy
61,044
+2,414
+4% +$406K 2.13% 12
2021
Q4 		$10.4M Buy
58,630
+1,758
+3% +$278K 2.07% 11
2021
Q3 		$8.05M Sell
56,872
-62
-0.1% -$9.13K 1.7% 12
2021
Q2 		$7.8M Buy
56,934
+443
+0.8% +$57.4K 1.8% 13
2021
Q1 		$6.9M Buy
56,491
+671
+1% +$86.1K 1.82% 14
2020
Q4 		$7.41M Buy
55,820
+18,068
+48% +$2.17M 2.14% 11
2020
Q3 		$4.37M Buy
37,752
+900
+2% +$98.2K 1.63% 12
2020
Q2 		$3.36M Buy
36,852
+1,184
+3% +$91.7K 1.46% 13
2020
Q1 		$2.27M Sell
35,668
-488
-1% -$35.9K 1.37% 11
2019
Q4 		$2.65M Buy
+36,156
New +$2.33M 1.38% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Austin Private Wealth's AAPL Position: Q4 2025 in Review

Austin Private Wealth reduced its Apple (AAPL) stake by 4% in Q4 2025, selling an estimated $728K and leaving 65,290 shares worth $17.7M. The position accounts for 1.32% of the portfolio, ranked #23.

Austin Private Wealth first reported a position in AAPL in Q4 2019 and has held it in 25 quarters since. The position peaked at $19.3M in Q4 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Austin Private Wealth held 65,290 shares of Apple worth $17.7M as of Q4 2025.
  • Austin Private Wealth sold 2,711 Apple shares in Q4 2025, an estimated $728K.
  • Apple made up 1.32% of Austin Private Wealth's portfolio in Q4 2025, its #23 holding.
  • Austin Private Wealth first reported a position in Apple in Q4 2019 and has held it in 25 quarters since.
  • Austin Private Wealth's Apple position peaked at $19.3M in Q4 2024.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.