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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
2024
Q4 		– Sell
-5,100
Closed -$1.19M – 290
2024
Q3 		$1.19M Buy
5,100
+100
+2% +$22.3K 0.11% 70
2024
Q2 		$1.05K Sell
5,000
-1,000
-17% -$186K ﹤0.01% 231
2024
Q1 		$1.02K Sell
6,000
-594,000
-99% -$108M ﹤0.01% 226
2023
Q4 		$1.16K Buy
600,000
+597,600
+24,900% +$110M ﹤0.01% 220
2023
Q3 		$410 Sell
2,400
-147,600
-98% -$27.1M ﹤0.01% 169
2023
Q2 		$291 Buy
+150,000
New +$26.1M ﹤0.01% 181
2022
Q1 		– Sell
-100
Closed -$18K – 156
2021
Q4 		$18K Buy
+100
New +$15.8K ﹤0.01% 164

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.