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Belmont Capital’s Apple AAPL Stock Holding History

Belmont Capital’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
Q2 		$74.3M Sell
361,936
-97,422
-21% -$19.7M 11.29% 3
2025
Q1 		$102M Buy
459,358
+149,593
+48% +$34.7M 18.32% 1
2024
Q4 		$77.6M Sell
309,765
-55,906
-15% -$13.2M 12.62% 3
2024
Q3 		$85.2M Sell
365,671
-77,232
-17% -$17.2M 14.16% 3
2024
Q2 		$93.3M Buy
442,903
+2,220
+0.5% +$414K 17.41% 1
2024
Q1 		$75.6M Buy
440,683
+204,545
+87% +$37.2M 20.61% 2
2023
Q4 		$45.5M Sell
236,138
-2,366
-1% -$437K 19.41% 2
2023
Q3 		$40.8M Buy
238,504
+45,234
+23% +$8.3M 22.07% 1
2023
Q2 		$37.5M Buy
193,270
+36,451
+23% +$6.35M 21.06% 2
2023
Q1 		$25.9M Sell
156,819
-25,140
-14% -$3.71M 21.4% 2
2022
Q4 		$23.6M Buy
181,959
+2,100
+1% +$300K 25.29% 1
2022
Q3 		$24.9M Buy
179,859
+350
+0.2% +$54.9K 29.32% 1
2022
Q2 		$24.5M Buy
179,509
+785
+0.4% +$119K 29.73% 1
2022
Q1 		$31.2M Sell
178,724
-6,268
-3% -$1.05M 31.16% 2
2021
Q4 		$32.8M Sell
184,992
-12,904
-7% -$2.04M 25.75% 2
2021
Q3 		$28M Buy
197,896
+131,150
+196% +$19.3M 22.75% 2
2021
Q2 		$9.14M Buy
66,746
+1,103
+2% +$143K 9.43% 4
2021
Q1 		$8.02M Buy
65,643
+13,440
+26% +$1.73M 10% 4
2020
Q4 		$6.93M Sell
52,203
-2,400
-4% -$289K 3.15% 6
2020
Q3 		$6.32M Sell
54,603
-6,769
-11% -$739K 2.41% 6
2020
Q2 		$5.6M Buy
61,372
+24,000
+64% +$1.86M 3.18% 6
2020
Q1 		$2.38M Hold
37,372
– – 2.06% 5
2019
Q4 		$2.74M Buy
+37,372
New +$2.4M 2.25% 5

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Belmont Capital's AAPL Position: Q2 2025 in Review

Belmont Capital reduced its Apple (AAPL) stake by 21% in Q2 2025, selling an estimated $19.7M and leaving 361,936 shares worth $74.3M. The position accounts for 11.29% of the portfolio, ranked #3.

Belmont Capital first reported a position in AAPL in Q4 2019 and has held it in 23 quarters since. The position peaked at $102M in Q1 2025. 5,583 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Belmont Capital held 361,936 shares of Apple worth $74.3M as of Q2 2025.
  • Belmont Capital sold 97,422 Apple shares in Q2 2025, an estimated $19.7M.
  • Apple made up 11.29% of Belmont Capital's portfolio in Q2 2025, its #3 holding.
  • Belmont Capital first reported a position in Apple in Q4 2019 and has held it in 23 quarters since.
  • Belmont Capital's Apple position peaked at $102M in Q1 2025.
  • 5,583 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.