Emerald Mutual Fund Advisers Trust’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-4,401
| Closed | -$1.12M | – | 190 |
|
|
2025
Q3 | $1.12M | Sell |
4,401
-1,238
| -22% | -$280K | 0.06% | 142 |
|
|
2025
Q2 | $1.16M | Sell |
5,639
-965
| -15% | -$195K | 0.07% | 138 |
|
|
2025
Q1 | $1.47M | Sell |
6,604
-1,535
| -19% | -$356K | 0.1% | 120 |
|
|
2024
Q4 | $2.04M | Sell |
8,139
-887
| -10% | -$209K | 0.12% | 119 |
|
|
2024
Q3 | $2.1M | Buy |
9,026
+509
| +6% | +$114K | 0.11% | 123 |
|
|
2024
Q2 | $1.79M | Buy |
8,517
+1,012
| +13% | +$189K | 0.09% | 127 |
|
|
2024
Q1 | $1.29M | Sell |
7,505
-702
| -9% | -$128K | 0.07% | 130 |
|
|
2023
Q4 | $1.58M | Buy |
8,207
+1,165
| +17% | +$215K | 0.08% | 133 |
|
|
2023
Q3 | $1.21M | Sell |
7,042
-158
| -2% | -$29K | 0.07% | 132 |
|
|
2023
Q2 | $1.4M | Sell |
7,200
-767
| -10% | -$134K | 0.08% | 128 |
|
|
2023
Q1 | $1.31M | Sell |
7,967
-2,052
| -20% | -$303K | 0.08% | 126 |
|
|
2022
Q4 | $1.3M | Sell |
10,019
-2,603
| -21% | -$372K | 0.08% | 137 |
|
|
2022
Q3 | $1.74M | Buy |
12,622
+206
| +2% | +$32.3K | 0.11% | 136 |
|
|
2022
Q2 | $1.7M | Buy |
12,416
+106
| +0.9% | +$16.1K | 0.1% | 138 |
|
|
2022
Q1 | $2.15M | Sell |
12,310
-630
| -5% | -$106K | 0.1% | 141 |
|
|
2021
Q4 | $2.3M | Sell |
12,940
-280
| -2% | -$44.3K | 0.08% | 153 |
|
|
2021
Q3 | $1.87M | Hold |
13,220
| – | – | 0.06% | 164 |
|
|
2021
Q2 | $1.81M | Hold |
13,220
| – | – | 0.06% | 167 |
|
|
2021
Q1 | $1.61M | Buy |
13,220
+973
| +8% | +$125K | 0.05% | 166 |
|
|
2020
Q4 | $1.63M | Buy |
12,247
+707
| +6% | +$85K | 0.06% | 161 |
|
|
2020
Q3 | $1.34M | Buy |
11,540
+980
| +9% | +$107K | 0.06% | 151 |
|
|
2020
Q2 | $963K | Buy |
10,560
+1,360
| +15% | +$105K | 0.05% | 165 |
|
|
2020
Q1 | $585K | Hold |
9,200
| – | – | 0.04% | 185 |
|
|
2019
Q4 | $675K | Buy |
9,200
+412
| +5% | +$26.5K | 0.03% | 193 |
|
|
2019
Q3 | $492K | Sell |
8,788
-464
| -5% | -$24.3K | 0.02% | 194 |
|
|
2019
Q2 | $458K | Hold |
9,252
| – | – | 0.02% | 195 |
|
|
2019
Q1 | $439K | Sell |
9,252
-580
| -6% | -$24.6K | 0.02% | 206 |
|
|
2018
Q4 | $388K | Hold |
9,832
| – | – | 0.02% | 209 |
|
|
2018
Q3 | $555K | Sell |
9,832
-428
| -4% | -$22.3K | 0.02% | 231 |
|
|
2018
Q2 | $475K | Hold |
10,260
| – | – | 0.02% | 223 |
|
|
2018
Q1 | $430K | Buy |
+10,260
| New | +$442K | 0.02% | 225 |
|
Other funds holding AAPL
Emerald Mutual Fund Advisers Trust's AAPL Position: Q4 2025 in Review
Emerald Mutual Fund Advisers Trust sold out of Apple (AAPL) in Q4 2025, closing a stake of 4,401 shares — an estimated $1.12M sold.
Emerald Mutual Fund Advisers Trust first reported a position in AAPL in Q1 2018 and held it in 31 quarters. The position peaked at $2.3M in Q4 2021. 6,111 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.
- Emerald Mutual Fund Advisers Trust reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
- Emerald Mutual Fund Advisers Trust sold 4,401 Apple shares in Q4 2025, an estimated $1.12M.
- Emerald Mutual Fund Advisers Trust first reported a position in Apple in Q1 2018 and held it in 31 quarters.
- Emerald Mutual Fund Advisers Trust's Apple position peaked at $2.3M in Q4 2021.
- 6,111 funds tracked by Wall St. Rank held Apple as of Q4 2025.
Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2025, filed 9 Feb 2026.