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Edge Financial Advisors’s Apple AAPL Stock Holding History

Edge Financial 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
Q4 		$8.17M Buy
30,067
+4
+0% +$1.07K 3.44% 9
2025
Q3 		$7.65M Sell
30,063
-271
-0.9% -$61.2K 3.43% 9
2025
Q2 		$6.23M Buy
30,334
+2,973
+11% +$600K 3.28% 9
2025
Q1 		$6.08M Sell
27,361
-186
-0.7% -$43.1K 3.84% 8
2024
Q4 		$6.9M Sell
27,547
-24
-0.1% -$5.66K 6.16% 2
2024
Q3 		$6.42M Sell
27,571
-450
-2% -$100K 5.69% 2
2024
Q2 		$5.9M Sell
28,021
-2,915
-9% -$544K 6.11% 2
2024
Q1 		$5.3M Buy
+30,936
New +$5.63M 4.67% 2

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

Edge Financial Advisors's AAPL Position: Q4 2025 in Review

Edge Financial Advisors increased its Apple (AAPL) stake by 0.01% in Q4 2025, buying an estimated $1.07K and bringing the position to 30,067 shares worth $8.17M. The position accounts for 3.44% of the portfolio, ranked #9.

Edge Financial Advisors first reported a position in AAPL in Q1 2024 and has held it in 8 quarters since. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Edge Financial Advisors held 30,067 shares of Apple worth $8.17M as of Q4 2025.
  • Edge Financial Advisors bought 4 Apple shares in Q4 2025, an estimated $1.07K.
  • Apple made up 3.44% of Edge Financial Advisors's portfolio in Q4 2025, its #9 holding.
  • Edge Financial Advisors first reported a position in Apple in Q1 2024 and has held it in 8 quarters since.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.