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Brewster Financial Planning’s Apple AAPL Stock Holding History

Brewster Financial Planning’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
Q4 		– Sell
-839
Closed -$214K – 27
2025
Q3 		$214K Buy
+839
New +$190K 0.13% 27
2025
Q1 		– Sell
-1,013
Closed -$254K – 26
2024
Q4 		$254K Buy
+1,013
New +$239K 0.19% 22

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brewster Financial Planning's AAPL Position: Q4 2025 in Review

Brewster Financial Planning sold out of Apple (AAPL) in Q4 2025, closing a stake of 839 shares — an estimated $214K sold.

Brewster Financial Planning first reported a position in AAPL in Q4 2024 and held it in 2 quarters. The position peaked at $254K in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Brewster Financial Planning reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
  • Brewster Financial Planning sold 839 Apple shares in Q4 2025, an estimated $214K.
  • Brewster Financial Planning first reported a position in Apple in Q4 2024 and held it in 2 quarters.
  • Brewster Financial Planning's Apple position peaked at $254K in Q4 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Brewster Financial Planning's 13F filing for Q4 2025, filed 14 Jan 2026.