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Cook Wealth’s Apple AAPL Stock Holding History

Cook Wealth’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 		– Sell
-26,256
Closed -$5.6M – 1
2025
Q1 		$5.6M Sell
26,256
-2,540
-9% -$588K 2.72% 9
2024
Q4 		$6.44M Buy
28,796
+9,523
+49% +$2.24M 3.02% 9
2024
Q3 		$4.43M Buy
19,273
+777
+4% +$174K 2.23% 12
2024
Q2 		$4.02M Buy
18,496
+10,672
+136% +$1.99M 2.17% 12
2024
Q1 		$1.35M Sell
7,824
-343
-4% -$62.4K 0.81% 18
2023
Q4 		$1.59M Sell
8,167
-617
-7% -$114K 1.01% 13
2023
Q3 		$1.47M Buy
8,784
+4,654
+113% +$853K 1.12% 12
2023
Q2 		$798K Buy
4,130
+268
+7% +$46.7K 0.61% 14
2023
Q1 		$650K Sell
3,862
-115
-3% -$17K 0.55% 16
2022
Q4 		$517K Buy
3,977
+163
+4% +$23.3K 0.5% 16
2022
Q3 		$552K Buy
3,814
+1
+0% +$157 0.6% 16
2022
Q2 		$629K Sell
3,813
-301
-7% -$45.6K 0.65% 14
2022
Q1 		$645K Buy
4,114
+41
+1% +$6.89K 0.68% 13
2021
Q4 		$702K Buy
+4,073
New +$644K 0.72% 13

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

Cook Wealth's AAPL Position: Q2 2025 in Review

Cook Wealth sold out of Apple (AAPL) in Q2 2025, closing a stake of 26,256 shares — an estimated $5.6M sold.

Cook Wealth first reported a position in AAPL in Q4 2021 and held it in 14 quarters. The position peaked at $6.44M in Q4 2024. 5,593 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Cook Wealth reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
  • Cook Wealth sold 26,256 Apple shares in Q2 2025, an estimated $5.6M.
  • Cook Wealth first reported a position in Apple in Q4 2021 and held it in 14 quarters.
  • Cook Wealth's Apple position peaked at $6.44M in Q4 2024.
  • 5,593 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Cook Wealth's 13F filing for Q2 2025.