Covey Capital Advisors’s Apple AAPL Stock Holding History

Covey Capital Advisors’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	$859K	Sell	4,187 -1,000	-19%	-$202K	0.92%	28
2025 Q1	$1.15M	Hold	5,187	–	–	1.33%	19
2024 Q4	$1.3M	Hold	5,187	–	–	1.48%	17
2024 Q3	$1.21M	Hold	5,187	–	–	1.33%	21
2024 Q2	$1.09M	Sell	5,187 -595	-10%	-$111K	1.26%	21
2024 Q1	$991K	Hold	5,782	–	–	1.2%	21
2023 Q4	$1.11M	Hold	5,782	–	–	1.41%	19
2023 Q3	$990K	Hold	5,782	–	–	1.4%	19
2023 Q2	$1.12M	Hold	5,782	–	–	1.63%	17
2023 Q1	$953K	Hold	5,782	–	–	1.52%	18
2022 Q4	$751K	Hold	5,782	–	–	1.22%	21
2022 Q3	$799K	Hold	5,782	–	–	1.36%	21
2022 Q2	$791K	Hold	5,782	–	–	1.17%	21
2022 Q1	$1.01M	Sell	5,782 -118	-2%	-$19.8K	1.05%	24
2021 Q4	$1.05M	Hold	5,900	–	–	0.84%	28
2021 Q3	$835K	Buy	+5,900	New	+$869K	0.67%	26
2021 Q2	–	Sell	-5,900	Closed	-$764K	–	27
2021 Q1	$721K	Buy	+5,900	New	+$757K	0.6%	27

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Covey Capital Advisors's AAPL Position: Q2 2025 in Review

Covey Capital Advisors reduced its Apple (AAPL) stake by 19% in Q2 2025, selling an estimated $202K and leaving 4,187 shares worth $859K. The position accounts for 0.92% of the portfolio, ranked #28.

Covey Capital Advisors first reported a position in AAPL in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.3M in Q4 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

Covey Capital Advisors held 4,187 shares of Apple worth $859K as of Q2 2025.
Covey Capital Advisors sold 1,000 Apple shares in Q2 2025, an estimated $202K.
Apple made up 0.92% of Covey Capital Advisors's portfolio in Q2 2025, its #28 holding.
Covey Capital Advisors first reported a position in Apple in Q1 2021 and has held it in 17 quarters since.
Covey Capital Advisors's Apple position peaked at $1.3M in Q4 2024.
5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Covey Capital Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.