Lowe Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Sell |
4,299
-20
| -0.5% | -$4.52K | 0.4% | 29 |
|
|
2025
Q2 | $886K | Sell |
4,319
-50
| -1% | -$10.1K | 0.35% | 30 |
|
|
2025
Q1 | $971K | Buy |
4,369
+602
| +16% | +$139K | 0.41% | 26 |
|
|
2024
Q4 | $943K | Buy |
3,767
+124
| +3% | +$29.2K | 0.4% | 25 |
|
|
2024
Q3 | $849K | Buy |
3,643
+169
| +5% | +$37.7K | 0.37% | 28 |
|
|
2024
Q2 | $732K | Sell |
3,474
-2
| -0.1% | -$373 | 0.33% | 28 |
|
|
2024
Q1 | $596K | Sell |
3,476
-100
| -3% | -$18.2K | 0.28% | 30 |
|
|
2023
Q4 | $689K | Buy |
3,576
+2
| +0.1% | +$369 | 0.34% | 27 |
|
|
2023
Q3 | $612K | Sell |
3,574
-605
| -14% | -$111K | 0.33% | 26 |
|
|
2023
Q2 | $811K | Buy |
4,179
+3
| +0.1% | +$523 | 0.41% | 23 |
|
|
2023
Q1 | $689K | Sell |
4,176
-496
| -11% | -$73.2K | 0.37% | 21 |
|
|
2022
Q4 | $607K | Sell |
4,672
-321
| -6% | -$45.9K | 0.34% | 28 |
|
|
2022
Q3 | $690K | Buy |
4,993
+69
| +1% | +$10.8K | 0.41% | 20 |
|
|
2022
Q2 | $673K | Sell |
4,924
-136
| -3% | -$20.6K | 0.37% | 25 |
|
|
2022
Q1 | $884K | Sell |
5,060
-197
| -4% | -$33.1K | 0.4% | 26 |
|
|
2021
Q4 | $933K | Buy |
5,257
+295
| +6% | +$46.6K | 0.41% | 26 |
|
|
2021
Q3 | $702K | Sell |
4,962
-576
| -10% | -$84.8K | 0.33% | 25 |
|
|
2021
Q2 | $758K | Sell |
5,538
-595
| -10% | -$77.1K | 0.36% | 24 |
|
|
2021
Q1 | $749K | Sell |
6,133
-146
| -2% | -$18.7K | 0.38% | 22 |
|
|
2020
Q4 | $833K | Sell |
6,279
-13
| -0.2% | -$1.56K | 0.42% | 21 |
|
|
2020
Q3 | $729K | Sell |
6,292
-80
| -1% | -$8.73K | 0.4% | 20 |
|
|
2020
Q2 | $581K | Sell |
6,372
-648
| -9% | -$50.2K | 0.34% | 21 |
|
|
2020
Q1 | $446K | Buy |
7,020
+732
| +12% | +$53.8K | 0.31% | 21 |
|
|
2019
Q4 | $462K | Sell |
6,288
-224
| -3% | -$14.4K | 0.26% | 24 |
|
|
2019
Q3 | $365K | Buy |
6,512
+4
| +0.1% | +$209 | 0.22% | 25 |
|
|
2019
Q2 | $322K | Buy |
6,508
+196
| +3% | +$9.55K | 0.19% | 25 |
|
|
2019
Q1 | $299K | Sell |
6,312
-1,084
| -15% | -$46K | 0.18% | 27 |
|
|
2018
Q4 | $292K | Sell |
7,396
-352
| -5% | -$17.1K | 0.2% | 24 |
|
|
2018
Q3 | $437K | Buy |
7,748
+212
| +3% | +$11K | 0.26% | 24 |
|
|
2018
Q2 | $349K | Buy |
7,536
+4
| +0.1% | +$181 | 0.22% | 27 |
|
|
2018
Q1 | $316K | Sell |
7,532
-1,696
| -18% | -$73K | 0.2% | 28 |
|
|
2017
Q4 | $390K | Sell |
9,228
-36
| -0.4% | -$1.5K | 0.24% | 27 |
|
|
2017
Q3 | $357K | Buy |
9,264
+1,028
| +12% | +$39.9K | 0.22% | 29 |
|
|
2017
Q2 | $297K | Hold |
8,236
| – | – | 0.19% | 30 |
|
|
2017
Q1 | $296K | Sell |
8,236
-1,600
| -16% | -$52.7K | 0.19% | 30 |
|
|
2016
Q4 | $285K | Buy |
9,836
+4
| +0% | +$113 | 0.19% | 30 |
|
|
2016
Q3 | $278K | Buy |
9,832
+20
| +0.2% | +$529 | 0.19% | 29 |
|
|
2016
Q2 | $234K | Sell |
9,812
-396
| -4% | -$9.84K | 0.16% | 32 |
|
|
2016
Q1 | $278K | Sell |
10,208
-140
| -1% | -$3.49K | 0.19% | 32 |
|
|
2015
Q4 | $272K | Buy |
10,348
+864
| +9% | +$24.7K | 0.19% | 32 |
|
|
2015
Q3 | $261K | Buy |
9,484
+52
| +0.6% | +$1.52K | 0.2% | 28 |
|
|
2015
Q2 | $296K | Buy |
9,432
+236
| +3% | +$7.55K | 0.2% | 28 |
|
|
2015
Q1 | $286K | Buy |
9,196
+508
| +6% | +$15.3K | 0.19% | 27 |
|
|
2014
Q4 | $240K | Buy |
+8,688
| New | +$236K | 0.17% | 25 |
|
Other funds holding AAPL
Lowe Wealth Advisors's AAPL Position: Q3 2025 in Review
Lowe Wealth Advisors reduced its Apple (AAPL) stake by 0.46% in Q3 2025, selling an estimated $4.52K and leaving 4,299 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #29.
Lowe Wealth Advisors first reported a position in AAPL in Q4 2014 and has held it in 44 quarters since. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.
- Lowe Wealth Advisors held 4,299 shares of Apple worth $1.09M as of Q3 2025.
- Lowe Wealth Advisors sold 20 Apple shares in Q3 2025, an estimated $4.52K.
- Apple made up 0.4% of Lowe Wealth Advisors's portfolio in Q3 2025, its #29 holding.
- Lowe Wealth Advisors first reported a position in Apple in Q4 2014 and has held it in 44 quarters since.
- 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.