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Lindenwold Advisors’s Apple AAPL Stock Holding History

Lindenwold Advisors’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 		$7.9M Sell
31,023
-7,935
-20% -$1.79M 3.73% 5
2025
Q2 		$7.99M Buy
38,958
+773
+2% +$156K 4.15% 4
2025
Q1 		$8.48M Sell
38,185
-1,540
-4% -$357K 4.72% 3
2024
Q4 		$9.95M Sell
39,725
-1,519
-4% -$358K 5.31% 2
2024
Q3 		$9.61M Buy
41,244
+431
+1% +$96.3K 4.84% 3
2024
Q2 		$8.6M Buy
40,813
+49
+0.1% +$9.14K 4.59% 4
2024
Q1 		$6.99M Sell
40,764
-1,272
-3% -$231K 3.74% 4
2023
Q4 		$8.09M Sell
42,036
-258
-0.6% -$47.6K 4.6% 3
2023
Q3 		$7.24M Sell
42,294
-234
-0.6% -$42.9K 4.51% 3
2023
Q2 		$8.25M Sell
42,528
-6,444
-13% -$1.12M 5.06% 2
2023
Q1 		$8.08M Buy
48,972
+295
+0.6% +$43.5K 5.01% 2
2022
Q4 		$6.32M Buy
48,677
+505
+1% +$72.2K 4.24% 2
2022
Q3 		$6.66M Sell
48,172
-2,960
-6% -$465K 4.93% 2
2022
Q2 		$6.99M Buy
51,132
+708
+1% +$107K 4.97% 2
2022
Q1 		$8.8M Buy
50,424
+3,932
+8% +$661K 5.41% 2
2021
Q4 		$8.26M Buy
+46,492
New +$7.35M 4.82% 2

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

Lindenwold Advisors's AAPL Position: Q3 2025 in Review

Lindenwold Advisors reduced its Apple (AAPL) stake by 20% in Q3 2025, selling an estimated $1.79M and leaving 31,023 shares worth $7.9M. The position accounts for 3.73% of the portfolio, ranked #5.

Lindenwold Advisors first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.95M in Q4 2024. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Lindenwold Advisors held 31,023 shares of Apple worth $7.9M as of Q3 2025.
  • Lindenwold Advisors sold 7,935 Apple shares in Q3 2025, an estimated $1.79M.
  • Apple made up 3.73% of Lindenwold Advisors's portfolio in Q3 2025, its #5 holding.
  • Lindenwold Advisors first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
  • Lindenwold Advisors's Apple position peaked at $9.95M in Q4 2024.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.