Laird Norton Wetherby Wealth Management’s Apple AAPL Stock Holding History

Laird Norton Wetherby 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
2024 Q3	–	Sell	-800	Closed	-$168K	–	933
2024 Q2	$168K	Buy	800 +400	+100%	+$74.6K	0.01%	876
2024 Q1	$68.6K	Buy	+400	New	+$72.7K	﹤0.01%	951
2023 Q4	–	Hold	0	–	–	–	904
2023 Q3	–	Sell	-1,400	Closed	-$257K	–	893
2023 Q2	$272K	Buy	1,400 +500	+56%	+$87.1K	0.01%	758
2023 Q1	$148K	Sell	900 -100	-10%	-$14.8K	0.01%	858
2022 Q4	$130K	Buy	+1,000	New	+$143K	0.01%	837
2022 Q3	–	Hold	0	–	–	–	552
2022 Q2	–	Sell	-2,600	Closed	-$394K	–	715
2022 Q1	$454K	Buy	2,600 +300	+13%	+$50.4K	0.03%	553
2021 Q4	$408K	Buy	2,300 +500	+28%	+$79K	0.02%	600
2021 Q3	$255K	Buy	1,800 +600	+50%	+$88.3K	0.02%	771
2021 Q2	$164K	Buy	+1,200	New	+$155K	0.01%	893
2021 Q1	–	Sell	-1,200	Closed	-$159K	–	781
2020 Q4	$159K	Buy	+1,200	New	+$144K	0.01%	849

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

Laird Norton Wetherby Wealth Management's AAPL Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Apple (AAPL) stake by 2.4% in Q3 2025, selling an estimated $3.56M and leaving 637,536 shares worth $162M. The position accounts for 6.63% of the portfolio, ranked #1.

Laird Norton Wetherby Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 49 quarters since. The position peaked at $166M in Q4 2024. 5,595 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

Laird Norton Wetherby Wealth Management held 637,536 shares of Apple worth $162M as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 15,745 Apple shares in Q3 2025, an estimated $3.56M.
Apple made up 6.63% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #1 holding.
Laird Norton Wetherby Wealth Management first reported a position in Apple in Q2 2013 and has held it in 49 quarters since.
Laird Norton Wetherby Wealth Management's Apple position peaked at $166M in Q4 2024.
5,595 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.