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EFG Asset Management’s Apple AAPL Stock Holding History

EFG Asset 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 		– Sell
-56,780
Closed -$12.6M – 162
2025
Q1 		$12.6M Sell
56,780
-31,994
-36% -$7.41M 2.1% 5
2024
Q4 		$22.2M Buy
88,774
+10,362
+13% +$2.44M 3.04% 2
2024
Q3 		$18.3M Buy
78,412
+4,739
+6% +$1.06M 3.06% 2
2024
Q2 		$15.5M Sell
73,673
-2,900
-4% -$541K 2.69% 4
2024
Q1 		$13.1M Sell
76,573
-399
-0.5% -$72.5K 2.27% 4
2023
Q4 		$14.8M Buy
76,972
+36,372
+90% +$6.72M 2.81% 1
2023
Q3 		$6.95M Sell
40,600
-3,002
-7% -$551K 1.65% 3
2023
Q2 		$8.45M Sell
43,602
-3,410
-7% -$594K 1.81% 3
2023
Q1 		$7.75M Sell
47,012
-4,886
-9% -$721K 1.71% 4
2022
Q4 		$6.73M Sell
51,898
-1,010
-2% -$144K 1.51% 9
2022
Q3 		$7.31M Sell
52,908
-11,715
-18% -$1.84M 1.69% 5
2022
Q2 		$8.84M Sell
64,623
-11,907
-16% -$1.8M 1.86% 4
2022
Q1 		$13.4M Sell
76,530
-15,788
-17% -$2.65M 2% 3
2021
Q4 		$16.4M Buy
+92,318
New +$14.6M 2.14% 3

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

EFG Asset Management's AAPL Position: Q2 2025 in Review

EFG Asset Management sold out of Apple (AAPL) in Q2 2025, closing a stake of 56,780 shares — an estimated $12.6M sold.

EFG Asset Management first reported a position in AAPL in Q4 2021 and held it in 14 quarters. The position peaked at $22.2M in Q4 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • EFG Asset Management reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
  • EFG Asset Management sold 56,780 Apple shares in Q2 2025, an estimated $12.6M.
  • EFG Asset Management first reported a position in Apple in Q4 2021 and held it in 14 quarters.
  • EFG Asset Management's Apple position peaked at $22.2M in Q4 2024.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on EFG Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.