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D. Scott Neal’s Apple AAPL Stock Holding History

D. Scott Neal’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 		$1.75M Buy
6,882
+10
+0.1% +$2.26K 0.81% 18
2025
Q2 		$1.41M Hold
6,872
– – 0.7% 20
2025
Q1 		$1.53M Buy
6,872
+25
+0.4% +$5.79K 0.85% 16
2024
Q4 		$1.71M Hold
6,847
– – 0.94% 18
2024
Q3 		$1.6M Sell
6,847
-10
-0.1% -$2.23K 0.84% 20
2024
Q2 		$1.44M Buy
6,857
+20
+0.3% +$3.73K 0.8% 24
2024
Q1 		$1.17M Hold
6,837
– – 0.77% 23
2023
Q4 		$1.32M Sell
6,837
-48
-0.7% -$8.86K 1.17% 18
2023
Q3 		$1.18M Hold
6,885
– – 1.01% 21
2023
Q2 		$1.34M Hold
6,885
– – 1% 21
2023
Q1 		$1.14M Hold
6,885
– – 0.63% 23
2022
Q4 		$895K Sell
6,885
-190
-3% -$27.2K 0.43% 23
2022
Q3 		$978K Hold
7,075
– – 0.41% 22
2022
Q2 		$967K Sell
7,075
-148
-2% -$22.4K 0.4% 23
2022
Q1 		$1.26M Buy
7,223
+2,936
+68% +$494K 0.5% 22
2021
Q4 		$761K Buy
4,287
+1,857
+76% +$293K 0.29% 26
2021
Q3 		$344K Buy
2,430
+215
+10% +$31.7K 0.15% 36
2021
Q2 		$303K Buy
2,215
+245
+12% +$31.7K 0.14% 40
2021
Q1 		$241K Buy
+1,970
New +$253K 0.11% 40
2018
Q2 		– Sell
-6,048
Closed -$254K – 65
2018
Q1 		$254K Buy
6,048
+1,200
+25% +$51.7K 0.14% 33
2017
Q4 		$205K Hold
4,848
– – 0.12% 42
2017
Q3 		$187K Hold
4,848
– – 0.11% 40
2017
Q2 		$175K Buy
4,848
+800
+20% +$29.6K 0.12% 43
2017
Q1 		$145K Sell
4,048
-556
-12% -$18.3K 0.09% 54
2016
Q4 		$133K Sell
4,604
-204
-4% -$5.78K 0.09% 47
2016
Q3 		$136K Buy
4,808
+4,208
+701% +$111K 0.11% 41
2016
Q2 		$14K Buy
600
+400
+200% +$9.94K 0.01% 99
2016
Q1 		$5K Hold
200
– – ﹤0.01% 114
2015
Q4 		$5K Buy
+200
New +$5.71K ﹤0.01% 117

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

D. Scott Neal's AAPL Position: Q3 2025 in Review

D. Scott Neal increased its Apple (AAPL) stake by 0.15% in Q3 2025, buying an estimated $2.26K and bringing the position to 6,882 shares worth $1.75M. The position accounts for 0.81% of the portfolio, ranked #18.

D. Scott Neal first reported a position in AAPL in Q4 2015 and has held it in 29 quarters since. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • D. Scott Neal held 6,882 shares of Apple worth $1.75M as of Q3 2025.
  • D. Scott Neal bought 10 Apple shares in Q3 2025, an estimated $2.26K.
  • Apple made up 0.81% of D. Scott Neal's portfolio in Q3 2025, its #18 holding.
  • D. Scott Neal first reported a position in Apple in Q4 2015 and has held it in 29 quarters since.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.