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Better Money Decisions’s Apple AAPL Stock Holding History

Better Money Decisions’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 		$4.11M Buy
20,034
+35
+0.2% +$7.07K 2.5% 13
2025
Q1 		$4.44M Buy
19,999
+3,458
+21% +$801K 2.97% 9
2024
Q4 		$4.14M Sell
16,541
-1,295
-7% -$305K 2.87% 12
2024
Q3 		$4.16M Buy
17,836
+190
+1% +$42.4K 2.95% 10
2024
Q2 		$3.72M Sell
17,646
-563
-3% -$105K 2.8% 10
2024
Q1 		$3.12M Buy
18,209
+152
+0.8% +$27.6K 2.48% 10
2023
Q4 		$3.48M Buy
18,057
+499
+3% +$92.1K 2.89% 10
2023
Q3 		$3.01M Sell
17,558
-301
-2% -$55.2K 2.65% 9
2023
Q2 		$3.46M Buy
17,859
+160
+0.9% +$27.9K 2.82% 8
2023
Q1 		$2.92M Sell
17,699
-141
-0.8% -$20.8K 2.46% 10
2022
Q4 		$2.32M Buy
17,840
+1,349
+8% +$193K 2.01% 12
2022
Q3 		$2.28M Sell
16,491
-1,868
-10% -$293K 2.22% 11
2022
Q2 		$2.51M Buy
18,359
+4,968
+37% +$752K 2.12% 11
2022
Q1 		$2.34M Sell
13,391
-5,100
-28% -$858K 2.19% 12
2021
Q4 		$3.28M Sell
18,491
-40
-0.2% -$6.32K 2.76% 9
2021
Q3 		$2.62M Buy
18,531
+172
+0.9% +$25.3K 2.16% 8
2021
Q2 		$2.51M Buy
18,359
+386
+2% +$50K 2.25% 8
2021
Q1 		$2.19M Buy
+17,973
New +$2.31M 2.26% 9

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

Better Money Decisions's AAPL Position: Q2 2025 in Review

Better Money Decisions increased its Apple (AAPL) stake by 0.18% in Q2 2025, buying an estimated $7.07K and bringing the position to 20,034 shares worth $4.11M. The position accounts for 2.5% of the portfolio, ranked #13.

Better Money Decisions first reported a position in AAPL in Q1 2021 and has held it in 18 quarters since. The position peaked at $4.44M in Q1 2025. 5,584 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Better Money Decisions held 20,034 shares of Apple worth $4.11M as of Q2 2025.
  • Better Money Decisions bought 35 Apple shares in Q2 2025, an estimated $7.07K.
  • Apple made up 2.5% of Better Money Decisions's portfolio in Q2 2025, its #13 holding.
  • Better Money Decisions first reported a position in Apple in Q1 2021 and has held it in 18 quarters since.
  • Better Money Decisions's Apple position peaked at $4.44M in Q1 2025.
  • 5,584 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.