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David Wealth Management’s Apple AAPL Stock Holding History

David 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
Q2 		$1.7M Buy
8,275
+1,822
+28% +$368K 1.26% 11
2025
Q1 		$1.43M Sell
6,453
-9
-0.1% -$2.08K 1.2% 11
2024
Q4 		$1.62M Buy
+6,462
New +$1.52M 1.34% 11

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

David Wealth Management's AAPL Position: Q2 2025 in Review

David Wealth Management increased its Apple (AAPL) stake by 28% in Q2 2025, buying an estimated $368K and bringing the position to 8,275 shares worth $1.7M. The position accounts for 1.26% of the portfolio, ranked #11.

David Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 3 quarters since. 5,593 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • David Wealth Management held 8,275 shares of Apple worth $1.7M as of Q2 2025.
  • David Wealth Management bought 1,822 Apple shares in Q2 2025, an estimated $368K.
  • Apple made up 1.26% of David Wealth Management's portfolio in Q2 2025, its #11 holding.
  • David Wealth Management first reported a position in Apple in Q4 2024 and has held it in 3 quarters since.
  • 5,593 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.