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Kathleen S. Wright Associates’s Apple AAPL Stock Holding History

Kathleen S. Wright Associates’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 		$476K Hold
1,871
– – 0.18% 77
2025
Q2 		$384K Sell
1,871
-129
-6% -$26.1K 0.15% 83
2025
Q1 		$444K Hold
2,000
– – 0.18% 80
2024
Q4 		$501K Buy
2,000
+200
+11% +$47.1K 0.21% 75
2024
Q3 		$419K Sell
1,800
-41
-2% -$9.16K 0.17% 83
2024
Q2 		$388K Hold
1,841
– – 0.18% 83
2024
Q1 		$316K Buy
1,841
+1,420
+337% +$258K 0.15% 88
2023
Q4 		$81.1K Sell
421
-13,191
-97% -$2.44M 0.04% 114
2023
Q3 		$2.33M Buy
13,612
+13,500
+12,054% +$2.48M 1.3% 20
2023
Q2 		$21.7K Hold
112
– – 0.01% 122
2023
Q1 		$18.5K Sell
112
-2,800
-96% -$413K 0.01% 121
2022
Q4 		$378K Buy
2,912
+2,800
+2,500% +$400K 0.26% 71
2022
Q3 		$15K Hold
112
– – 0.01% 134
2022
Q2 		$15K Buy
+112
New +$17K 0.01% 124
2022
Q1 		– Sell
-40
Closed -$7K – 146
2021
Q4 		$7K Buy
+40
New +$6.32K 0.01% 127

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kathleen S. Wright Associates's AAPL Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Apple (AAPL) position steady in Q3 2025 at 1,871 shares worth $476K. The position accounts for 0.18% of the portfolio, ranked #77.

Kathleen S. Wright Associates first reported a position in AAPL in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.33M in Q3 2023. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Kathleen S. Wright Associates held 1,871 shares of Apple worth $476K as of Q3 2025.
  • Kathleen S. Wright Associates left its Apple share count unchanged in Q3 2025.
  • Apple made up 0.18% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #77 holding.
  • Kathleen S. Wright Associates first reported a position in Apple in Q4 2021 and has held it in 15 quarters since.
  • Kathleen S. Wright Associates's Apple position peaked at $2.33M in Q3 2023.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.