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Crowley Wealth Management’s Apple AAPL Stock Holding History

Crowley 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
Q4 		– Sell
-51,146
Closed -$13M – 2
2025
Q3 		$13M Buy
51,146
+2,279
+5% +$515K 10.36% 1
2025
Q2 		$10M Sell
48,867
-668
-1% -$135K 9.13% 1
2025
Q1 		$11M Sell
49,535
-263
-0.5% -$60.9K 10.48% 1
2024
Q4 		$12.5M Buy
+49,798
New +$11.7M 11% 1

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crowley Wealth Management's AAPL Position: Q4 2025 in Review

Crowley Wealth Management sold out of Apple (AAPL) in Q4 2025, closing a stake of 51,146 shares — an estimated $13M sold.

Crowley Wealth Management first reported a position in AAPL in Q4 2024 and held it in 4 quarters. The position peaked at $13M in Q3 2025. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Crowley Wealth Management reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 51,146 Apple shares in Q4 2025, an estimated $13M.
  • Crowley Wealth Management first reported a position in Apple in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Apple position peaked at $13M in Q3 2025.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.