Grassi Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.7M | Sell |
330,171
-1,199
| -0.4% | -$242K | 5.39% | 4 |
|
|
2025
Q1 | $73.6M | Sell |
331,370
-2,088
| -0.6% | -$484K | 6.81% | 2 |
|
|
2024
Q4 | $83.5M | Sell |
333,458
-7,414
| -2% | -$1.75M | 7.13% | 2 |
|
|
2024
Q3 | $79.4M | Sell |
340,872
-653
| -0.2% | -$146K | 6.86% | 2 |
|
|
2024
Q2 | $71.9M | Sell |
341,525
-1,549
| -0.5% | -$289K | 6.38% | 4 |
|
|
2024
Q1 | $58.8M | Sell |
343,074
-1,173
| -0.3% | -$213K | 5.32% | 4 |
|
|
2023
Q4 | $66.3M | Sell |
344,247
-1,068
| -0.3% | -$197K | 6.95% | 2 |
|
|
2023
Q3 | $59.1M | Sell |
345,315
-1,238
| -0.4% | -$227K | 6.8% | 2 |
|
|
2023
Q2 | $67.2M | Sell |
346,553
-869
| -0.3% | -$151K | 7.39% | 2 |
|
|
2023
Q1 | $57.3M | Sell |
347,422
-3,798
| -1% | -$560K | 7.11% | 2 |
|
|
2022
Q4 | $45.6M | Buy |
351,220
+1,421
| +0.4% | +$203K | 6.16% | 1 |
|
|
2022
Q3 | $48.3M | Buy |
349,799
+16
| +0% | +$2.51K | 7.05% | 1 |
|
|
2022
Q2 | $47.8M | Sell |
349,783
-5,315
| -1% | -$805K | 6.32% | 1 |
|
|
2022
Q1 | $62M | Sell |
355,098
-1,834
| -0.5% | -$308K | 6.48% | 2 |
|
|
2021
Q4 | $63.4M | Buy |
356,932
+477
| +0.1% | +$75.4K | 6.33% | 2 |
|
|
2021
Q3 | $50.4M | Sell |
356,455
-618
| -0.2% | -$91K | 5.67% | 2 |
|
|
2021
Q2 | $48.9M | Buy |
357,073
+152
| +0% | +$19.7K | 5.31% | 3 |
|
|
2021
Q1 | $43.6M | Buy |
356,921
+2,801
| +0.8% | +$360K | 4.94% | 2 |
|
|
2020
Q4 | $47M | Sell |
354,120
-469
| -0.1% | -$56.4K | 5.96% | 2 |
|
|
2020
Q3 | $41.1M | Sell |
354,589
-8,975
| -2% | -$979K | 5.82% | 1 |
|
|
2020
Q2 | $33.2M | Sell |
363,564
-4,736
| -1% | -$367K | 4.78% | 3 |
|
|
2020
Q1 | $23.4M | Buy |
368,300
+14,504
| +4% | +$1.07M | 4.09% | 3 |
|
|
2019
Q4 | $26M | Sell |
353,796
-5,024
| -1% | -$323K | 3.52% | 3 |
|
|
2019
Q3 | $20.1M | Sell |
358,820
-5,928
| -2% | -$310K | 3.01% | 5 |
|
|
2019
Q2 | $18M | Sell |
364,748
-54,932
| -13% | -$2.68M | 2.66% | 5 |
|
|
2019
Q1 | $19.9M | Sell |
419,680
-80
| -0% | -$3.39K | 2.95% | 4 |
|
|
2018
Q4 | $16.6M | Sell |
419,760
-17,096
| -4% | -$829K | 2.84% | 4 |
|
|
2018
Q3 | $24.7M | Buy |
436,856
+9,520
| +2% | +$496K | 3.65% | 2 |
|
|
2018
Q2 | $19.8M | Buy |
427,336
+2,312
| +0.5% | +$105K | 3.17% | 2 |
|
|
2018
Q1 | $17.8M | Buy |
425,024
+6,912
| +2% | +$298K | 2.89% | 3 |
|
|
2017
Q4 | $17.7M | Buy |
418,112
+10,608
| +3% | +$443K | 2.87% | 2 |
|
|
2017
Q3 | $15.7M | Buy |
407,504
+3,948
| +1% | +$153K | 2.64% | 3 |
|
|
2017
Q2 | $14.5M | Buy |
403,556
+13,612
| +3% | +$503K | 2.56% | 3 |
|
|
2017
Q1 | $14M | Buy |
389,944
+2,212
| +0.6% | +$72.8K | 2.43% | 3 |
|
|
2016
Q4 | $11.2M | Buy |
387,732
+20,436
| +6% | +$579K | 2.04% | 4 |
|
|
2016
Q3 | $10.4M | Buy |
367,296
+19,588
| +6% | +$518K | 1.95% | 4 |
|
|
2016
Q2 | $8.31M | Sell |
347,708
-9,328
| -3% | -$232K | 1.57% | 15 |
|
|
2016
Q1 | $9.73M | Sell |
357,036
-27,188
| -7% | -$677K | 1.93% | 6 |
|
|
2015
Q4 | $10.1M | Buy |
384,224
+35,556
| +10% | +$1.02M | 2.07% | 5 |
|
|
2015
Q3 | $9.62M | Buy |
348,668
+2,688
| +0.8% | +$78.8K | 2.04% | 4 |
|
|
2015
Q2 | $10.8M | Buy |
345,980
+16,624
| +5% | +$532K | 2.04% | 4 |
|
|
2015
Q1 | $10.2M | Buy |
329,356
+15,300
| +5% | +$462K | 1.9% | 4 |
|
|
2014
Q4 | $8.67M | Buy |
314,056
+40,716
| +15% | +$1.11M | 1.52% | 7 |
|
|
2014
Q3 | $6.88M | Buy |
273,340
+4,004
| +1% | +$98.3K | 1.3% | 19 |
|
|
2014
Q2 | $6.26M | Buy |
269,336
+4,288
| +2% | +$91.2K | 1.37% | 21 |
|
|
2014
Q1 | $5.08M | Buy |
265,048
+8,120
| +3% | +$154K | 1.2% | 34 |
|
|
2013
Q4 | $5.15M | Buy |
256,928
+19,740
| +8% | +$373K | 1.23% | 31 |
|
|
2013
Q3 | $4.04M | Buy |
237,188
+33,628
| +17% | +$558K | 1.06% | 43 |
|
|
2013
Q2 | $2.88M | Buy |
+203,560
| New | +$3.13M | 0.77% | 58 |
|
Other funds holding AAPL
Grassi Investment Management's AAPL Position: Q2 2025 in Review
Grassi Investment Management reduced its Apple (AAPL) stake by 0.36% in Q2 2025, selling an estimated $242K and leaving 330,171 shares worth $67.7M. The position accounts for 5.39% of the portfolio, ranked #4.
Grassi Investment Management first reported a position in AAPL in Q2 2013 and has held it in 49 quarters since. The position peaked at $83.5M in Q4 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.
- Grassi Investment Management held 330,171 shares of Apple worth $67.7M as of Q2 2025.
- Grassi Investment Management sold 1,199 Apple shares in Q2 2025, an estimated $242K.
- Apple made up 5.39% of Grassi Investment Management's portfolio in Q2 2025, its #4 holding.
- Grassi Investment Management first reported a position in Apple in Q2 2013 and has held it in 49 quarters since.
- Grassi Investment Management's Apple position peaked at $83.5M in Q4 2024.
- 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.
Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.