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Financial Advisors’s Apple AAPL Stock Holding History

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
Q3 		$6.61M Buy
25,976
+630
+2% +$142K 1.17% 10
2025
Q2 		$5.2M Sell
25,346
-959
-4% -$194K 0.97% 11
2025
Q1 		$5.84M Sell
26,305
-46
-0.2% -$10.7K 1.15% 9
2024
Q4 		$6.6M Buy
26,351
+905
+4% +$213K 1.27% 9
2024
Q3 		$5.93M Buy
25,446
+581
+2% +$130K 1.13% 10
2024
Q2 		$5.24M Sell
24,865
-129
-0.5% -$24.1K 1.07% 10
2024
Q1 		$4.29M Sell
24,994
-15
-0.1% -$2.73K 0.89% 11
2023
Q4 		$4.81M Buy
25,009
+83
+0.3% +$15.3K 1.08% 10
2023
Q3 		$4.27M Sell
24,926
-989
-4% -$181K 1.06% 10
2023
Q2 		$5.03M Buy
25,915
+377
+1% +$65.7K 1.2% 9
2023
Q1 		$4.21M Buy
25,538
+5
+0% +$738 1.07% 10
2022
Q4 		$3.32M Buy
25,533
+747
+3% +$107K 0.91% 13
2022
Q3 		$3.43M Sell
24,786
-50
-0.2% -$7.85K 1.19% 11
2022
Q2 		$3.4M Buy
24,836
+902
+4% +$137K 1.2% 10
2022
Q1 		$4.18M Buy
23,934
+193
+0.8% +$32.5K 1.3% 9
2021
Q4 		$4.22M Buy
23,741
+201
+0.9% +$31.8K 1.28% 10
2021
Q3 		$3.33M Buy
23,540
+8
+0% +$1.18K 1.13% 13
2021
Q2 		$3.22M Sell
23,532
-2,489
-10% -$322K 1.13% 12
2021
Q1 		$3.18M Buy
26,021
+2,744
+12% +$352K 1.27% 11
2020
Q4 		$3.09M Sell
23,277
-230
-1% -$27.7K 1.37% 11
2020
Q3 		$2.72M Buy
23,507
+311
+1% +$33.9K 1.43% 10
2020
Q2 		$2.12M Sell
23,196
-472
-2% -$36.6K 1.18% 10
2020
Q1 		$1.5M Sell
23,668
-164
-0.7% -$12.1K 1.02% 11
2019
Q4 		$1.75M Buy
23,832
+708
+3% +$45.5K 0.99% 11
2019
Q3 		$1.29M Buy
23,124
+720
+3% +$37.6K 0.79% 11
2019
Q2 		$1.11M Buy
22,404
+72
+0.3% +$3.51K 0.71% 11
2019
Q1 		$1.06M Buy
22,332
+1,720
+8% +$73K 0.72% 12
2018
Q4 		$813K Buy
+20,612
New +$999K 0.66% 12

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

Financial Advisors's AAPL Position: Q3 2025 in Review

Financial Advisors increased its Apple (AAPL) stake by 2.5% in Q3 2025, buying an estimated $142K and bringing the position to 25,976 shares worth $6.61M. The position accounts for 1.17% of the portfolio, ranked #10.

Financial Advisors first reported a position in AAPL in Q4 2018 and has held it in 28 quarters since. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Financial Advisors held 25,976 shares of Apple worth $6.61M as of Q3 2025.
  • Financial Advisors bought 630 Apple shares in Q3 2025, an estimated $142K.
  • Apple made up 1.17% of Financial Advisors's portfolio in Q3 2025, its #10 holding.
  • Financial Advisors first reported a position in Apple in Q4 2018 and has held it in 28 quarters since.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.