InceptionR’s Apple AAPL Stock Holding History

InceptionR’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	–	Sell	-4,066	Closed	-$834K	–	645
2025 Q2	$834K	Buy	+4,066	New	+$821K	0.19%	191
2024 Q3	–	Sell	-2,167	Closed	-$456K	–	606
2024 Q2	$456K	Buy	+2,167	New	+$404K	0.13%	307

Other funds holding AAPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

InceptionR's AAPL Position: Q3 2025 in Review

InceptionR sold out of Apple (AAPL) in Q3 2025, closing a stake of 4,066 shares — an estimated $834K sold.

InceptionR first reported a position in AAPL in Q2 2024 and held it in 2 quarters. The position peaked at $834K in Q2 2025. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

InceptionR reported no remaining Apple position as of Q3 2025 after selling out during the quarter.
InceptionR sold 4,066 Apple shares in Q3 2025, an estimated $834K.
InceptionR first reported a position in Apple in Q2 2024 and held it in 2 quarters.
InceptionR's Apple position peaked at $834K in Q2 2025.
5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.