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Hemington Wealth Management’s Apple AAPL Stock Holding History

Hemington 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 		$37.8M Buy
148,441
+472
+0.3% +$107K 4.91% 7
2025
Q2 		$30.4M Sell
147,969
-1,289
-0.9% -$260K 4.4% 7
2025
Q1 		$33.2M Buy
149,258
+14
+0% +$3.24K 5.14% 5
2024
Q4 		$37.4M Buy
149,244
+1,127
+0.8% +$266K 9.4% 2
2024
Q3 		$33.5M Sell
148,117
-1,387
-0.9% -$310K 9.01% 2
2024
Q2 		$31.5M Sell
149,504
-370
-0.2% -$69K 10.61% 2
2024
Q1 		$25.7M Buy
149,874
+2,175
+1% +$395K 9.31% 2
2023
Q4 		$28.4M Sell
147,699
-675
-0.5% -$125K 10.97% 2
2023
Q3 		$25.4M Sell
148,374
-2,409
-2% -$442K 12.08% 2
2023
Q2 		$29.2M Sell
150,783
-1,556
-1% -$271K 11.85% 2
2023
Q1 		$25.1M Sell
152,339
-488
-0.3% -$72K 10.13% 3
2022
Q4 		$19.9M Sell
152,827
-84
-0.1% -$12K 8.52% 5
2022
Q3 		$21.1M Buy
152,911
+277
+0.2% +$43.5K 9.22% 4
2022
Q2 		$20.9M Buy
152,634
+344
+0.2% +$52.1K 8.28% 4
2022
Q1 		$26.6M Buy
152,290
+41,326
+37% +$6.95M 8.93% 3
2021
Q4 		$14.7M Sell
110,964
-39,986
-26% -$6.32M 6.82% 4
2021
Q3 		$21.4M Sell
150,950
-35
-0% -$5.15K 7.86% 5
2021
Q2 		$20.7M Sell
150,985
-5
-0% -$648 8.81% 4
2021
Q1 		$18.4M Buy
150,990
+40,026
+36% +$5.14M 7.83% 4
2020
Q4 		$14.7M Buy
+110,964
New +$13.3M 6.82% 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

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

Hemington Wealth Management increased its Apple (AAPL) stake by 0.32% in Q3 2025, buying an estimated $107K and bringing the position to 148,441 shares worth $37.8M. The position accounts for 4.91% of the portfolio, ranked #7.

Hemington Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 20 quarters since. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Hemington Wealth Management held 148,441 shares of Apple worth $37.8M as of Q3 2025.
  • Hemington Wealth Management bought 472 Apple shares in Q3 2025, an estimated $107K.
  • Apple made up 4.91% of Hemington Wealth Management's portfolio in Q3 2025, its #7 holding.
  • Hemington Wealth Management first reported a position in Apple in Q4 2020 and has held it in 20 quarters since.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.