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Congress Wealth Management’s Apple AAPL Stock Holding History

Congress 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
Q2 		$394M Buy
1,922,034
+161,537
+9% +$32.6M 3.82% 2
2025
Q1 		$390M Buy
1,760,497
+967,724
+122% +$224M 4.68% 1
2024
Q4 		$199M Buy
792,773
+71,509
+10% +$16.9M 2.73% 2
2024
Q3 		$168M Buy
721,264
+177,915
+33% +$39.7M 2.24% 2
2024
Q2 		$114M Buy
543,349
+19,189
+4% +$3.58M 1.82% 5
2024
Q1 		$89.9M Sell
524,160
-108,895
-17% -$19.8M 1.55% 10
2023
Q4 		$122M Buy
633,055
+89,956
+17% +$16.6M 2.24% 4
2023
Q3 		$93M Buy
543,099
+65,071
+14% +$11.9M 1.92% 7
2023
Q2 		$92.7M Buy
478,028
+4,712
+1% +$821K 2.15% 5
2023
Q1 		$78M Sell
473,316
-5,148
-1% -$760K 1.88% 7
2022
Q4 		$62.2M Buy
478,464
+16,990
+4% +$2.43M 1.6% 10
2022
Q3 		$63.8M Buy
461,474
+3,488
+0.8% +$547K 1.72% 8
2022
Q2 		$62.6M Sell
457,986
-10,999
-2% -$1.67M 1.6% 11
2022
Q1 		$81.9M Sell
468,985
-52,252
-10% -$8.79M 1.79% 6
2021
Q4 		$92.6M Buy
+521,237
New +$82.4M 1.84% 5

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's AAPL Position: Q2 2025 in Review

Congress Wealth Management increased its Apple (AAPL) stake by 9.2% in Q2 2025, buying an estimated $32.6M and bringing the position to 1,922,034 shares worth $394M. The position accounts for 3.82% of the portfolio, ranked #2.

Congress Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 15 quarters since. 5,593 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Congress Wealth Management held 1,922,034 shares of Apple worth $394M as of Q2 2025.
  • Congress Wealth Management bought 161,537 Apple shares in Q2 2025, an estimated $32.6M.
  • Apple made up 3.82% of Congress Wealth Management's portfolio in Q2 2025, its #2 holding.
  • Congress Wealth Management first reported a position in Apple in Q4 2021 and has held it in 15 quarters since.
  • 5,593 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.