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Gimbal Financial’s Apple AAPL Stock Holding History

Gimbal Financial’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 		$1.12M Buy
4,400
+505
+13% +$114K 0.67% 15
2025
Q2 		$799K Sell
3,895
-252
-6% -$50.9K 0.49% 16
2025
Q1 		$921K Sell
4,147
-288
-6% -$66.7K 0.83% 12
2024
Q4 		$1.11M Sell
4,435
-23
-0.5% -$5.42K 0.91% 15
2024
Q3 		$1.03M Sell
4,458
-29
-0.6% -$6.48K 0.67% 17
2024
Q2 		$1.02M Buy
4,487
+785
+21% +$146K 0.75% 16
2024
Q1 		$635K Sell
3,702
-1,390
-27% -$253K 0.52% 19
2023
Q4 		$980K Buy
+5,092
New +$940K 0.98% 14

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

Gimbal Financial's AAPL Position: Q3 2025 in Review

Gimbal Financial increased its Apple (AAPL) stake by 13% in Q3 2025, buying an estimated $114K and bringing the position to 4,400 shares worth $1.12M. The position accounts for 0.67% of the portfolio, ranked #15.

Gimbal Financial first reported a position in AAPL in Q4 2023 and has held it in 8 quarters since. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Gimbal Financial held 4,400 shares of Apple worth $1.12M as of Q3 2025.
  • Gimbal Financial bought 505 Apple shares in Q3 2025, an estimated $114K.
  • Apple made up 0.67% of Gimbal Financial's portfolio in Q3 2025, its #15 holding.
  • Gimbal Financial first reported a position in Apple in Q4 2023 and has held it in 8 quarters since.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.