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Gitterman Wealth Management’s Apple AAPL Stock Holding History

Gitterman Wealth 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 		$9.22M Buy
36,222
+3,016
+9% +$681K 2.11% 9
2025
Q2 		$6.81M Buy
33,206
+883
+3% +$178K 1.59% 9
2025
Q1 		$7.18M Sell
32,323
-2,182
-6% -$506K 1.91% 9
2024
Q4 		$8.64M Buy
34,505
+36
+0.1% +$8.48K 3.61% 5
2024
Q3 		$8.03M Sell
34,469
-735
-2% -$164K 3.35% 5
2024
Q2 		$7.41M Sell
35,204
-543
-2% -$101K 2.86% 5
2024
Q1 		$6.13M Buy
35,747
+945
+3% +$172K 2.38% 5
2023
Q4 		$6.7M Sell
34,802
-469
-1% -$86.6K 2.98% 3
2023
Q3 		$6.04M Buy
35,271
+1,136
+3% +$208K 2.86% 3
2023
Q2 		$6.62M Buy
34,135
+150
+0.4% +$26.1K 3.09% 3
2023
Q1 		$5.6M Sell
33,985
-1,744
-5% -$257K 2.66% 3
2022
Q4 		$4.64M Buy
35,729
+1,164
+3% +$166K 2.33% 3
2022
Q3 		$4.78M Sell
34,565
-235
-0.7% -$36.9K 4.92% 2
2022
Q2 		$4.76M Sell
34,800
-3,555
-9% -$538K 4.45% 3
2022
Q1 		$6.7M Buy
38,355
+1,956
+5% +$329K 5.39% 3
2021
Q4 		$6.46M Sell
36,399
-73
-0.2% -$11.5K 4.79% 3
2021
Q3 		$5.16M Buy
36,472
+305
+0.8% +$44.9K 4.15% 3
2021
Q2 		$4.95M Sell
36,167
-2,495
-6% -$323K 4.01% 3
2021
Q1 		$4.72M Buy
+38,662
New +$4.96M 3.04% 7

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

Gitterman Wealth Management's AAPL Position: Q3 2025 in Review

Gitterman Wealth Management increased its Apple (AAPL) stake by 9.1% in Q3 2025, buying an estimated $681K and bringing the position to 36,222 shares worth $9.22M. The position accounts for 2.11% of the portfolio, ranked #9.

Gitterman Wealth Management first reported a position in AAPL in Q1 2021 and has held it in 19 quarters since. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Gitterman Wealth Management held 36,222 shares of Apple worth $9.22M as of Q3 2025.
  • Gitterman Wealth Management bought 3,016 Apple shares in Q3 2025, an estimated $681K.
  • Apple made up 2.11% of Gitterman Wealth Management's portfolio in Q3 2025, its #9 holding.
  • Gitterman Wealth Management first reported a position in Apple in Q1 2021 and has held it in 19 quarters since.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.