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Copperleaf Capital’s Apple AAPL Stock Holding History

Copperleaf Capital’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 		$2.11M Sell
8,297
-265
-3% -$59.9K 1.01% 28
2025
Q2 		$1.76M Buy
8,562
+100
+1% +$20.2K 0.89% 28
2025
Q1 		$1.88M Sell
8,462
-47
-0.6% -$10.9K 1.12% 26
2024
Q4 		$2.13M Buy
8,509
+573
+7% +$135K 1.35% 21
2024
Q3 		$1.85M Sell
7,936
-895
-10% -$200K 1.42% 23
2024
Q2 		$1.86M Buy
8,831
+641
+8% +$120K 1.49% 22
2024
Q1 		$1.4M Buy
8,190
+608
+8% +$111K 1.22% 26
2023
Q4 		$1.46M Sell
7,582
-27
-0.4% -$4.99K 1.49% 22
2023
Q3 		$1.3M Sell
7,609
-25
-0.3% -$4.58K 1.41% 22
2023
Q2 		$1.48M Sell
7,634
-92
-1% -$16K 1.39% 25
2023
Q1 		$1.27M Buy
7,726
+4,189
+118% +$618K 1.27% 26
2022
Q4 		$460K Buy
3,537
+530
+18% +$75.7K 0.53% 46
2022
Q3 		$416K Sell
3,007
-523
-15% -$82.1K 0.45% 52
2022
Q2 		$483K Buy
3,530
+93
+3% +$14.1K 0.49% 49
2022
Q1 		$600K Sell
3,437
-15
-0.4% -$2.52K 0.53% 47
2021
Q4 		$613K Buy
3,452
+1,449
+72% +$229K 0.53% 47
2021
Q3 		$283K Buy
+2,003
New +$295K 0.27% 52

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

Copperleaf Capital's AAPL Position: Q3 2025 in Review

Copperleaf Capital reduced its Apple (AAPL) stake by 3.1% in Q3 2025, selling an estimated $59.9K and leaving 8,297 shares worth $2.11M. The position accounts for 1.01% of the portfolio, ranked #28.

Copperleaf Capital first reported a position in AAPL in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.13M in Q4 2024. 5,595 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Copperleaf Capital held 8,297 shares of Apple worth $2.11M as of Q3 2025.
  • Copperleaf Capital sold 265 Apple shares in Q3 2025, an estimated $59.9K.
  • Apple made up 1.01% of Copperleaf Capital's portfolio in Q3 2025, its #28 holding.
  • Copperleaf Capital first reported a position in Apple in Q3 2021 and has held it in 17 quarters since.
  • Copperleaf Capital's Apple position peaked at $2.13M in Q4 2024.
  • 5,595 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.