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Brass Tax Wealth Management’s Apple AAPL Stock Holding History

Brass Tax Wealth Management’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
Q3 		$13.2M Buy
51,649
+624
+1% +$141K 2.19% 13
2025
Q2 		$10.5M Buy
51,025
+1,402
+3% +$283K 2.02% 14
2025
Q1 		$11M Sell
49,623
-462
-0.9% -$107K 2.32% 11
2024
Q4 		$12.5M Sell
50,085
-3,252
-6% -$766K 2.64% 11
2024
Q3 		$12.4M Buy
53,337
+10,415
+24% +$2.33M 2.66% 9
2024
Q2 		$9.04M Buy
42,922
+4,427
+12% +$826K 3.91% 6
2024
Q1 		$6.6M Buy
+38,495
New +$7M 3.44% 8

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brass Tax Wealth Management's AAPL Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Apple (AAPL) stake by 1.2% in Q3 2025, buying an estimated $141K and bringing the position to 51,649 shares worth $13.2M. The position accounts for 2.19% of the portfolio, ranked #13.

Brass Tax Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 7 quarters since. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Brass Tax Wealth Management held 51,649 shares of Apple worth $13.2M as of Q3 2025.
  • Brass Tax Wealth Management bought 624 Apple shares in Q3 2025, an estimated $141K.
  • Apple made up 2.19% of Brass Tax Wealth Management's portfolio in Q3 2025, its #13 holding.
  • Brass Tax Wealth Management first reported a position in Apple in Q1 2024 and has held it in 7 quarters since.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.