BWA
AAPL icon

Bordeaux Wealth Advisors’s Apple AAPL Stock Holding History

Bordeaux Wealth Advisors’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 		$31.8M Sell
154,831
-8,152
-5% -$1.65M 4.07% 4
2025
Q1 		$36.2M Sell
162,983
-6,019
-4% -$1.39M 6.7% 3
2024
Q4 		$42.3M Sell
169,002
-2,680
-2% -$632K 6.8% 4
2024
Q3 		$40M Buy
171,682
+3,006
+2% +$671K 7.24% 3
2024
Q2 		$35.5M Buy
168,676
+13,807
+9% +$2.57M 6.77% 4
2024
Q1 		$26.6M Sell
154,869
-78,496
-34% -$14.3M 8.78% 3
2023
Q4 		$44.9M Buy
233,365
+3,723
+2% +$687K 15.18% 2
2023
Q3 		$39.3M Buy
229,642
+181
+0.1% +$33.2K 15.91% 1
2023
Q2 		$44.5M Buy
229,461
+82,500
+56% +$14.4M 18.25% 1
2023
Q1 		$24.2M Sell
146,961
-1,284
-0.9% -$189K 12.49% 2
2022
Q4 		$19.3M Buy
148,245
+10,649
+8% +$1.52M 10.57% 2
2022
Q3 		$19M Buy
137,596
+7,373
+6% +$1.16M 11.95% 2
2022
Q2 		$17.8M Sell
130,223
-6,297
-5% -$954K 12.27% 1
2022
Q1 		$23.8M Buy
136,520
+3,188
+2% +$536K 12.85% 1
2021
Q4 		$23.7M Buy
133,332
+22,572
+20% +$3.57M 10.87% 1
2021
Q3 		$15.7M Sell
110,760
-1,320
-1% -$194K 8.88% 2
2021
Q2 		$15.3M Buy
112,080
+53
+0% +$6.87K 8.82% 2
2021
Q1 		$13.7M Sell
112,027
-561
-0.5% -$72K 9.49% 2
2020
Q4 		$14.9M Buy
+112,588
New +$13.5M 11.23% 2

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

Bordeaux Wealth Advisors's AAPL Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Apple (AAPL) stake by 5% in Q2 2025, selling an estimated $1.65M and leaving 154,831 shares worth $31.8M. The position accounts for 4.07% of the portfolio, ranked #4.

Bordeaux Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 19 quarters since. The position peaked at $44.9M in Q4 2023. 5,583 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Bordeaux Wealth Advisors held 154,831 shares of Apple worth $31.8M as of Q2 2025.
  • Bordeaux Wealth Advisors sold 8,152 Apple shares in Q2 2025, an estimated $1.65M.
  • Apple made up 4.07% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #4 holding.
  • Bordeaux Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 19 quarters since.
  • Bordeaux Wealth Advisors's Apple position peaked at $44.9M in Q4 2023.
  • 5,583 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.