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Long Run Wealth Advisors’s Apple AAPL Stock Holding History

Long Run Wealth 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
Q4 		$7.67M Sell
28,220
-9
-0% -$2.42K 1.45% 18
2025
Q3 		$7.19M Sell
28,229
-4,288
-13% -$969K 1.41% 18
2025
Q2 		$6.67M Buy
32,517
+1,280
+4% +$258K 1.4% 19
2025
Q1 		$6.94M Buy
31,237
+2,969
+11% +$688K 1.57% 17
2024
Q4 		$7.08M Sell
28,268
-2,689
-9% -$634K 1.7% 14
2024
Q3 		$7.21M Sell
30,957
-2,306
-7% -$515K 1.7% 14
2024
Q2 		$7.01M Buy
33,263
+3,458
+12% +$645K 1.77% 14
2024
Q1 		$5.11M Buy
29,805
+492
+2% +$89.5K 1.35% 21
2023
Q4 		$5.64M Buy
29,313
+2,816
+11% +$520K 1.63% 15
2023
Q3 		$4.54M Buy
26,497
+477
+2% +$87.5K 1.47% 18
2023
Q2 		$5.05M Sell
26,020
-1,521
-6% -$265K 1.61% 17
2023
Q1 		$4.54M Sell
27,541
-4,947
-15% -$730K 1.55% 19
2022
Q4 		$4.22M Buy
32,488
+612
+2% +$87.5K 1.52% 19
2022
Q3 		$4.41M Buy
31,876
+1,694
+6% +$266K 1.74% 17
2022
Q2 		$4.13M Buy
30,182
+87
+0.3% +$13.2K 1.6% 19
2022
Q1 		$5.25M Sell
30,095
-1,457
-5% -$245K 1.84% 16
2021
Q4 		$5.6M Buy
+31,552
New +$4.99M 1.95% 14

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Long Run Wealth Advisors's AAPL Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its Apple (AAPL) stake by 0.03% in Q4 2025, selling an estimated $2.42K and leaving 28,220 shares worth $7.67M. The position accounts for 1.45% of the portfolio, ranked #18.

Long Run Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Long Run Wealth Advisors held 28,220 shares of Apple worth $7.67M as of Q4 2025.
  • Long Run Wealth Advisors sold 9 Apple shares in Q4 2025, an estimated $2.42K.
  • Apple made up 1.45% of Long Run Wealth Advisors's portfolio in Q4 2025, its #18 holding.
  • Long Run Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.