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Iron Horse Wealth Management’s Apple AAPL Stock Holding History

Iron Horse 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
Q2 		$1.21M Buy
5,906
+863
+17% +$174K 0.36% 20
2025
Q1 		$1.12M Sell
5,043
-17
-0.3% -$3.94K 0.36% 20
2024
Q4 		$1.27M Buy
5,060
+248
+5% +$58.4K 0.43% 17
2024
Q3 		$1.12M Buy
4,812
+241
+5% +$53.8K 0.38% 17
2024
Q2 		$963K Buy
4,571
+647
+16% +$121K 0.37% 17
2024
Q1 		$673K Buy
3,924
+178
+5% +$32.4K 0.27% 18
2023
Q4 		$721K Hold
3,746
– – 0.32% 20
2023
Q3 		$641K Buy
3,746
+269
+8% +$49.3K 0.31% 20
2023
Q2 		$674K Buy
3,477
+1
+0% +$174 0.33% 21
2023
Q1 		$573K Sell
3,476
-87
-2% -$12.8K 0.29% 21
2022
Q4 		$463K Buy
3,563
+1,031
+41% +$147K 0.25% 22
2022
Q3 		$350K Sell
2,532
-1,027
-29% -$161K 0.51% 20
2022
Q2 		$487K Sell
3,559
-87
-2% -$13.2K 0.28% 22
2022
Q1 		$637K Hold
3,646
– – 0.35% 21
2021
Q4 		$647K Buy
3,646
+1
+0% +$158 0.36% 21
2021
Q3 		$516K Buy
3,645
+9
+0.2% +$1.32K 0.32% 21
2021
Q2 		$498K Sell
3,636
-110
-3% -$14.3K 0.33% 23
2021
Q1 		$458K Buy
3,746
+3
+0.1% +$385 0.34% 22
2020
Q4 		$497K Buy
+3,743
New +$450K 0.4% 21

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
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

Iron Horse Wealth Management's AAPL Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Apple (AAPL) stake by 17% in Q2 2025, buying an estimated $174K and bringing the position to 5,906 shares worth $1.21M. The position accounts for 0.36% of the portfolio, ranked #20.

Iron Horse Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.27M in Q4 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Iron Horse Wealth Management held 5,906 shares of Apple worth $1.21M as of Q2 2025.
  • Iron Horse Wealth Management bought 863 Apple shares in Q2 2025, an estimated $174K.
  • Apple made up 0.36% of Iron Horse Wealth Management's portfolio in Q2 2025, its #20 holding.
  • Iron Horse Wealth Management first reported a position in Apple in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's Apple position peaked at $1.27M in Q4 2024.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.