Bristlecone Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$45.2M Sell
177,528
-20,962
-11% -$4.74M 3.78% 4
2025
Q2
$40.7M Sell
198,490
-5,348
-3% -$1.08M 3.42% 4
2025
Q1
$45.3M Sell
203,838
-12,244
-6% -$2.84M 3.7% 3
2024
Q4
$54.1M Sell
216,082
-1,148
-0.5% -$271K 4.23% 2
2024
Q3
$50.6M Buy
217,230
+7,205
+3% +$1.61M 4.06% 3
2024
Q2
$44.2M Sell
210,025
-2,861
-1% -$534K 3.77% 3
2024
Q1
$36.5M Sell
212,886
-3,891
-2% -$708K 3.21% 3
2023
Q4
$41.7M Sell
216,777
-2,924
-1% -$540K 4.22% 2
2023
Q3
$37.6M Buy
219,701
+3,062
+1% +$562K 4.23% 2
2023
Q2
$42M Sell
216,639
-3,105
-1% -$541K 4.22% 3
2023
Q1
$36.2M Sell
219,744
-6,662
-3% -$983K 3.97% 3
2022
Q4
$29.4M Sell
226,406
-17,669
-7% -$2.53M 3.61% 4
2022
Q3
$33.7M Sell
244,075
-1,027
-0.4% -$161K 4.4% 2
2022
Q2
$33.5M Buy
245,102
+22,785
+10% +$3.45M 4.14% 3
2022
Q1
$38.8M Sell
222,317
-9,606
-4% -$1.62M 4.77% 2
2021
Q4
$41.2M Sell
231,923
-16,206
-7% -$2.56M 4.94% 2
2021
Q3
$35.1M Buy
248,129
+17,765
+8% +$2.62M 4.6% 2
2021
Q2
$31.6M Buy
230,364
+981
+0.4% +$127K 4.27% 3
2021
Q1
$28M Sell
229,383
-11,672
-5% -$1.5M 4.23% 3
2020
Q4
$32M Sell
241,055
-5,710
-2% -$687K 5.09% 2
2020
Q3
$28.6M Sell
246,765
-24,895
-9% -$2.72M 5.21% 2
2020
Q2
$24.8M Buy
271,660
+3,608
+1% +$280K 5.02% 2
2020
Q1
$17M Sell
268,052
-31,452
-11% -$2.31M 4.06% 4
2019
Q4
$22M Buy
299,504
+37,120
+14% +$2.39M 4.41% 3
2019
Q3
$14.7M Sell
262,384
-31,564
-11% -$1.65M 3.58% 5
2019
Q2
$14.5M Buy
293,948
+39,904
+16% +$1.94M 3.45% 5
2019
Q1
$12.1M Sell
254,044
-18,108
-7% -$768K 3.38% 5
2018
Q4
$10.7M Sell
272,152
-9,728
-3% -$472K 3.22% 5
2018
Q3
$15.9M Buy
281,880
+61,700
+28% +$3.21M 4% 5
2018
Q2
$10.2M Sell
220,180
-10,848
-5% -$492K 3.39% 6
2018
Q1
$9.69M Sell
231,028
-41,496
-15% -$1.79M 3.26% 7
2017
Q4
$11.5M Sell
272,524
-4,892
-2% -$204K 3.66% 5
2017
Q3
$10.7M Sell
277,416
-1,980
-0.7% -$76.8K 3.47% 5
2017
Q2
$10.1M Sell
279,396
-5,816
-2% -$215K 3.41% 5
2017
Q1
$10.2M Sell
285,212
-12,236
-4% -$403K 3.58% 5
2016
Q4
$8.61M Sell
297,448
-4,232
-1% -$120K 3.07% 7
2016
Q3
$8.53M Sell
301,680
-809,348
-73% -$21.4M 3.07% 6
2016
Q2
$8.05M Buy
1,111,028
+762,224
+219% +$18.9M 2.97% 6
2016
Q1
$9.5M Buy
348,804
+25,836
+8% +$644K 3.76% 3
2015
Q4
$8.5M Buy
+322,968
New +$9.23M 3.59% 4

Other funds holding AAPL

Bristlecone Advisors's AAPL Position: Q3 2025 in Review

Bristlecone Advisors reduced its Apple (AAPL) stake by 11% in Q3 2025, selling an estimated $4.74M and leaving 177,528 shares worth $45.2M. The position accounts for 3.78% of the portfolio, ranked #4.

Bristlecone Advisors first reported a position in AAPL in Q4 2015 and has held it in 40 quarters since. The position peaked at $54.1M in Q4 2024. 5,595 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Bristlecone Advisors held 177,528 shares of Apple worth $45.2M as of Q3 2025.
  • Bristlecone Advisors sold 20,962 Apple shares in Q3 2025, an estimated $4.74M.
  • Apple made up 3.78% of Bristlecone Advisors's portfolio in Q3 2025, its #4 holding.
  • Bristlecone Advisors first reported a position in Apple in Q4 2015 and has held it in 40 quarters since.
  • Bristlecone Advisors's Apple position peaked at $54.1M in Q4 2024.
  • 5,595 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.