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Impact Asset Management’s Apple AAPL Stock Holding History

Impact Asset 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
Q1 		$7.22M Buy
32,481
+6,580
+25% +$1.52M 2.83% 7
2024
Q4 		$6.49M Sell
25,901
-900
-3% -$212K 2.56% 10
2024
Q3 		$6.24M Buy
+26,801
New +$5.99M 2.4% 19

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Impact Asset Management's AAPL Position: Q1 2025 in Review

Impact Asset Management increased its Apple (AAPL) stake by 25% in Q1 2025, buying an estimated $1.52M and bringing the position to 32,481 shares worth $7.22M. The position accounts for 2.83% of the portfolio, ranked #7.

Impact Asset Management first reported a position in AAPL in Q3 2024 and has held it in 3 quarters since. 5,591 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Impact Asset Management held 32,481 shares of Apple worth $7.22M as of Q1 2025.
  • Impact Asset Management bought 6,580 Apple shares in Q1 2025, an estimated $1.52M.
  • Apple made up 2.83% of Impact Asset Management's portfolio in Q1 2025, its #7 holding.
  • Impact Asset Management first reported a position in Apple in Q3 2024 and has held it in 3 quarters since.
  • 5,591 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.