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Illumine Investment Management’s Apple AAPL Stock Holding History

Illumine Investment 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
Q2 		– Sell
-23,625
Closed -$5.25M – 88
2025
Q1 		$5.25M Buy
23,625
+36
+0.2% +$8.34K 4.3% 1
2024
Q4 		$5.91M Buy
+23,589
New +$5.56M 4.86% 1

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Illumine Investment Management's AAPL Position: Q2 2025 in Review

Illumine Investment Management sold out of Apple (AAPL) in Q2 2025, closing a stake of 23,625 shares — an estimated $5.25M sold.

Illumine Investment Management first reported a position in AAPL in Q4 2024 and held it in 2 quarters. The position peaked at $5.91M in Q4 2024. 5,586 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Illumine Investment Management reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
  • Illumine Investment Management sold 23,625 Apple shares in Q2 2025, an estimated $5.25M.
  • Illumine Investment Management first reported a position in Apple in Q4 2024 and held it in 2 quarters.
  • Illumine Investment Management's Apple position peaked at $5.91M in Q4 2024.
  • 5,586 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Illumine Investment Management's 13F filing for Q2 2025, filed 7 Aug 2025.