CWM
AAPL icon

Certus Wealth Management’s Apple AAPL Stock Holding History

Certus 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 		$6.57M Sell
25,807
-6
-0% -$1.35K 3.93% 12
2025
Q2 		$5.3M Hold
25,813
– – 3.41% 12
2025
Q1 		$5.44M Hold
25,813
– – 3.69% 11
2024
Q4 		$5.88M Buy
25,813
+207
+0.8% +$48.8K 3.93% 11
2024
Q3 		$5.97M Sell
25,606
-485
-2% -$108K 4.15% 11
2024
Q2 		$5.5M Hold
26,091
– – 4.17% 10
2024
Q1 		$4.78M Buy
26,091
+1,065
+4% +$194K 3.81% 8
2023
Q4 		$4.82M Sell
25,026
-1,113
-4% -$206K 4.09% 7
2023
Q3 		$4.48M Sell
26,139
-1,412
-5% -$259K 4.28% 6
2023
Q2 		$5.34M Buy
+27,551
New +$4.8M 5.31% 4

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

Certus Wealth Management's AAPL Position: Q3 2025 in Review

Certus Wealth Management reduced its Apple (AAPL) stake by 0.02% in Q3 2025, selling an estimated $1.35K and leaving 25,807 shares worth $6.57M. The position accounts for 3.93% of the portfolio, ranked #12.

Certus Wealth Management first reported a position in AAPL in Q2 2023 and has held it in 10 quarters since. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Certus Wealth Management held 25,807 shares of Apple worth $6.57M as of Q3 2025.
  • Certus Wealth Management sold 6 Apple shares in Q3 2025, an estimated $1.35K.
  • Apple made up 3.93% of Certus Wealth Management's portfolio in Q3 2025, its #12 holding.
  • Certus Wealth Management first reported a position in Apple in Q2 2023 and has held it in 10 quarters since.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.