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FullCircle Wealth’s Apple AAPL Stock Holding History

FullCircle Wealth’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 		$5.38M Buy
19,924
+118
+0.6% +$26.7K 1.9% 6
2025
Q2 		$4.03M Sell
19,806
-3,722
-16% -$752K 1.5% 6
2025
Q1 		$4.94M Sell
23,528
-2,422
-9% -$561K 2.04% 6
2024
Q4 		$6.27M Sell
25,950
-647
-2% -$152K 2.56% 4
2024
Q3 		$6.21M Buy
26,597
+312
+1% +$69.7K 2.79% 3
2024
Q2 		$5.74M Buy
+26,285
New +$4.9M 2.82% 4

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

FullCircle Wealth's AAPL Position: Q3 2025 in Review

FullCircle Wealth increased its Apple (AAPL) stake by 0.6% in Q3 2025, buying an estimated $26.7K and bringing the position to 19,924 shares worth $5.38M. The position accounts for 1.9% of the portfolio, ranked #6.

FullCircle Wealth first reported a position in AAPL in Q2 2024 and has held it in 6 quarters since. The position peaked at $6.27M in Q4 2024. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • FullCircle Wealth held 19,924 shares of Apple worth $5.38M as of Q3 2025.
  • FullCircle Wealth bought 118 Apple shares in Q3 2025, an estimated $26.7K.
  • Apple made up 1.9% of FullCircle Wealth's portfolio in Q3 2025, its #6 holding.
  • FullCircle Wealth first reported a position in Apple in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's Apple position peaked at $6.27M in Q4 2024.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.