Heritage Wealth Partners’s Apple AAPL Stock Holding History

Heritage Wealth Partners’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 Q1	$2.72M	Sell	12,237 -3,670	-23%	-$850K	4.14%	7
2024 Q4	$3.98M	Buy	15,907 +1,076	+7%	+$254K	5%	5
2024 Q3	$3.46M	Sell	14,831 -482	-3%	-$108K	4.06%	7
2024 Q2	$3.23M	Sell	15,313 -621	-4%	-$116K	4.67%	6
2024 Q1	$3.07M	Hold	15,934	–	–	6.26%	3
2023 Q4	$3.07M	Sell	15,934 -152	-0.9%	-$28.1K	6.26%	3
2023 Q3	$2.75M	Buy	16,086 +1,942	+14%	+$356K	5.87%	3
2023 Q2	$2.74M	Buy	14,144 +12,404	+713%	+$2.16M	1.62%	23
2023 Q1	$287K	Sell	1,740 -16,698	-91%	-$2.46M	0.23%	29
2022 Q4	$2.71M	Buy	+18,438	New	+$2.63M	2.49%	15

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Partners's AAPL Position: Q1 2025 in Review

Heritage Wealth Partners reduced its Apple (AAPL) stake by 23% in Q1 2025, selling an estimated $850K and leaving 12,237 shares worth $2.72M. The position accounts for 4.14% of the portfolio, ranked #7.

Heritage Wealth Partners first reported a position in AAPL in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.98M in Q4 2024. 5,601 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

Heritage Wealth Partners held 12,237 shares of Apple worth $2.72M as of Q1 2025.
Heritage Wealth Partners sold 3,670 Apple shares in Q1 2025, an estimated $850K.
Apple made up 4.14% of Heritage Wealth Partners's portfolio in Q1 2025, its #7 holding.
Heritage Wealth Partners first reported a position in Apple in Q4 2022 and has held it in 10 quarters since.
Heritage Wealth Partners's Apple position peaked at $3.98M in Q4 2024.
5,601 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.