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Financial Advocates Investment Management’s Apple AAPL Stock Holding History

Financial Advocates Investment 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
Q3 		$18.2M Sell
71,372
-150,768
-68% -$34.1M 10.22% 1
2025
Q2 		$45.6M Buy
222,140
+133,275
+150% +$26.9M 3.71% 1
2025
Q1 		$19.7M Sell
88,865
-263,829
-75% -$61.1M 1.38% 9
2024
Q4 		$88.3M Sell
352,694
-13,633
-4% -$3.21M 5.03% 1
2024
Q3 		$85.4M Sell
366,327
-10,221
-3% -$2.28M 4.82% 1
2024
Q2 		$79.3M Sell
376,548
-21,708
-5% -$4.05M 4.92% 1
2024
Q1 		$68.3M Buy
398,256
+15,851
+4% +$2.88M 3.95% 2
2023
Q4 		$73.6M Sell
382,405
-8,254
-2% -$1.52M 4.81% 1
2023
Q3 		$66.9M Sell
390,659
-764
-0.2% -$140K 4.82% 1
2023
Q2 		$75.9M Sell
391,423
-12,431
-3% -$2.17M 5.42% 1
2023
Q1 		$66.6M Buy
403,854
+11,696
+3% +$1.73M 4.79% 1
2022
Q4 		$51M Buy
392,158
+74,652
+24% +$10.7M 3.8% 1
2022
Q3 		$43.8M Sell
317,506
-72,094
-19% -$11.3M 3.61% 1
2022
Q2 		$53.3M Sell
389,600
-21,033
-5% -$3.19M 4.32% 1
2022
Q1 		$71.7M Buy
+410,633
New +$69.1M 4.72% 1
2021
Q4 		– Sell
-418,384
Closed -$66.1M – 766
2021
Q3 		$59.2M Sell
418,384
-43,493
-9% -$6.4M 4% 1
2021
Q2 		$63.2M Buy
461,877
+15,736
+4% +$2.04M 4.23% 1
2021
Q1 		$54.5M Sell
446,141
-21,030
-5% -$2.7M 3.86% 1
2020
Q4 		$62M Buy
467,171
+57,240
+14% +$6.88M 4.24% 1
2020
Q3 		$47.5M Buy
409,931
+22,603
+6% +$2.47M 4.05% 1
2020
Q2 		$35.4M Buy
387,328
+13,684
+4% +$1.06M 3.36% 1
2020
Q1 		$20.1M Sell
373,644
-16,000
-4% -$1.18M 2.87% 1
2019
Q4 		$28.6M Sell
389,644
-5,960
-2% -$383K 3.05% 3
2019
Q3 		$22.2M Buy
395,604
+49,640
+14% +$2.6M 2.53% 4
2019
Q2 		$17.1M Buy
345,964
+304
+0.1% +$14.8K 1.99% 6
2019
Q1 		$16.4M Sell
345,660
-3,520
-1% -$149K 2.04% 5
2018
Q4 		$13.8M Sell
349,180
-29,860
-8% -$1.45M 1.88% 8
2018
Q3 		$21.4M Buy
379,040
+2,428
+0.6% +$126K 2.39% 5
2018
Q2 		$17.6M Sell
376,612
-380
-0.1% -$17.2K 2.13% 4
2018
Q1 		$15.8M Buy
376,992
+31,656
+9% +$1.36M 2.06% 5
2017
Q4 		$14.6M Buy
+345,336
New +$14.4M 1.99% 6

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Advocates Investment Management's AAPL Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Apple (AAPL) stake by 68% in Q3 2025, selling an estimated $34.1M and leaving 71,372 shares worth $18.2M. The position accounts for 10.22% of the portfolio, ranked #1.

Financial Advocates Investment Management first reported a position in AAPL in Q4 2017 and has held it in 31 quarters since. The position peaked at $88.3M in Q4 2024. 5,600 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Financial Advocates Investment Management held 71,372 shares of Apple worth $18.2M as of Q3 2025.
  • Financial Advocates Investment Management sold 150,768 Apple shares in Q3 2025, an estimated $34.1M.
  • Apple made up 10.22% of Financial Advocates Investment Management's portfolio in Q3 2025, its #1 holding.
  • Financial Advocates Investment Management first reported a position in Apple in Q4 2017 and has held it in 31 quarters since.
  • Financial Advocates Investment Management's Apple position peaked at $88.3M in Q4 2024.
  • 5,600 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.