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EWG Elevate’s Apple AAPL Stock Holding History

EWG Elevate’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 		$3.42M Buy
13,443
+464
+4% +$105K 1.07% 36
2025
Q2 		$2.66M Sell
12,979
-21
-0.2% -$4.24K 0.82% 39
2025
Q1 		$2.89M Sell
13,000
-983
-7% -$228K 1.08% 28
2024
Q4 		$3.5M Buy
13,983
+395
+3% +$93.1K 1.07% 25
2024
Q3 		$3.17M Sell
13,588
-1,729
-11% -$386K 1.27% 21
2024
Q2 		$3.23M Buy
15,317
+2,199
+17% +$410K 1.18% 27
2024
Q1 		$2.25M Sell
13,118
-27
-0.2% -$4.91K 0.86% 39
2023
Q4 		$2.53M Buy
13,145
+100
+0.8% +$18.5K 1.05% 32
2023
Q3 		$2.23M Sell
13,045
-613
-4% -$112K 1.01% 36
2023
Q2 		$2.65M Sell
13,658
-12
-0.1% -$2.09K 1.1% 34
2023
Q1 		$2.25M Sell
13,670
-274
-2% -$40.4K 0.96% 39
2022
Q4 		$1.81M Buy
13,944
+2,286
+20% +$327K 0.91% 24
2022
Q3 		$1.61M Buy
11,658
+181
+2% +$28.4K 0.91% 22
2022
Q2 		$1.57M Buy
11,477
+90
+0.8% +$13.6K 0.76% 30
2022
Q1 		$1.99M Buy
11,387
+3,960
+53% +$666K 0.78% 35
2021
Q4 		$1.32M Sell
7,427
-270
-4% -$42.7K 0.65% 38
2021
Q3 		$1.09M Buy
7,697
+976
+15% +$144K 0.45% 42
2021
Q2 		$923K Sell
6,721
-1,900
-22% -$246K 0.36% 50
2021
Q1 		$1.05M Buy
8,621
+2,637
+44% +$338K 0.47% 39
2020
Q4 		$794K Buy
5,984
+426
+8% +$51.2K 0.37% 51
2020
Q3 		$644K Buy
5,558
+38
+0.7% +$4.15K 0.37% 44
2020
Q2 		$503K Buy
5,520
+268
+5% +$20.8K 0.34% 44
2020
Q1 		$334K Buy
5,252
+788
+18% +$58K 0.25% 49
2019
Q4 		$328K Buy
+4,464
New +$287K 0.18% 63

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

EWG Elevate's AAPL Position: Q3 2025 in Review

EWG Elevate increased its Apple (AAPL) stake by 3.6% in Q3 2025, buying an estimated $105K and bringing the position to 13,443 shares worth $3.42M. The position accounts for 1.07% of the portfolio, ranked #36.

EWG Elevate first reported a position in AAPL in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.5M in Q4 2024. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • EWG Elevate held 13,443 shares of Apple worth $3.42M as of Q3 2025.
  • EWG Elevate bought 464 Apple shares in Q3 2025, an estimated $105K.
  • Apple made up 1.07% of EWG Elevate's portfolio in Q3 2025, its #36 holding.
  • EWG Elevate first reported a position in Apple in Q4 2019 and has held it in 24 quarters since.
  • EWG Elevate's Apple position peaked at $3.5M in Q4 2024.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.