CFO
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Custos Family Office’s Apple AAPL Stock Holding History

Custos Family Office’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 		$4.74M Sell
17,443
-9
-0.1% -$2.42K 3.24% 12
2025
Q3 		$4.44M Buy
17,452
+480
+3% +$108K 2.51% 13
2025
Q2 		$3.48M Buy
16,972
+1,306
+8% +$264K 1.11% 20
2025
Q1 		$3.48M Buy
15,666
+237
+2% +$54.9K 1.23% 20
2024
Q4 		$3.86M Buy
15,429
+943
+7% +$222K 1.35% 20
2024
Q3 		$3.38M Sell
14,486
-1,449
-9% -$324K 1.22% 20
2024
Q2 		$3.36M Buy
15,935
+298
+2% +$55.6K 1.34% 20
2024
Q1 		$2.68M Sell
15,637
-379
-2% -$68.9K 1.38% 17
2023
Q4 		$3.08M Buy
16,016
+44
+0.3% +$8.12K 1.6% 16
2023
Q3 		$2.73M Sell
15,972
-181
-1% -$33.2K 1.84% 13
2023
Q2 		$3.13M Sell
16,153
-488
-3% -$85K 2.03% 12
2023
Q1 		$2.74M Buy
16,641
+862
+5% +$127K 1.93% 12
2022
Q4 		$2.05M Buy
15,779
+782
+5% +$112K 1.64% 16
2022
Q3 		$2.07M Sell
14,997
-1,174
-7% -$184K 2.02% 12
2022
Q2 		$2.21M Sell
16,171
-247
-2% -$37.4K 1.98% 12
2022
Q1 		$2.87M Buy
16,418
+194
+1% +$32.6K 2.33% 12
2021
Q4 		$2.88M Buy
+16,224
New +$2.56M 2.58% 11

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

Custos Family Office's AAPL Position: Q4 2025 in Review

Custos Family Office reduced its Apple (AAPL) stake by 0.05% in Q4 2025, selling an estimated $2.42K and leaving 17,443 shares worth $4.74M. The position accounts for 3.24% of the portfolio, ranked #12.

Custos Family Office first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Custos Family Office held 17,443 shares of Apple worth $4.74M as of Q4 2025.
  • Custos Family Office sold 9 Apple shares in Q4 2025, an estimated $2.42K.
  • Apple made up 3.24% of Custos Family Office's portfolio in Q4 2025, its #12 holding.
  • Custos Family Office first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.