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
2024 Q4	–	Sell	-1,000	Closed	-$233K	–	289
2024 Q3	$233K	Hold	1,000	–	–	0.02%	236
2024 Q2	$211	Hold	1,000	–	–	﹤0.01%	250
2024 Q1	$170	Buy	+1,000	New	+$182K	﹤0.01%	244
2023 Q4	–	Sell	-1,600	Closed	-$274	–	266
2023 Q3	$274	Sell	1,600 -48,400	-97%	-$8.88M	﹤0.01%	173
2023 Q2	$97	Buy	50,000 +49,500	+9,900%	+$8.63M	﹤0.01%	190
2023 Q1	$82	Buy	+500	New	+$73.8K	﹤0.01%	161
2022 Q4	–	Sell	-2,000	Closed	-$276K	–	162
2022 Q3	$276K	Buy	+2,000	New	+$314K	0.06%	101
2022 Q2	–	Sell	-1,000	Closed	-$175K	–	141
2022 Q1	$175K	Sell	1,000 -2,000	-67%	-$336K	0.03%	133
2021 Q4	$533K	Buy	+3,000	New	+$474K	0.11%	73

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.