MTWM
AAPL icon

Masso Torrence Wealth Management’s Apple AAPL Stock Holding History

Masso Torrence 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
2025
Q3 		$15.2M Sell
59,772
-204
-0.3% -$46.1K 6.33% 2
2025
Q2 		$12.3M Buy
59,976
+787
+1% +$159K 5.69% 3
2025
Q1 		$13.1M Sell
59,189
-992
-2% -$230K 7.02% 2
2024
Q4 		$15.1M Sell
60,181
-1,797
-3% -$424K 7.92% 2
2024
Q3 		$14.4M Sell
61,978
-1,594
-3% -$356K 7.79% 2
2024
Q2 		$13.4M Sell
63,572
-2,775
-4% -$517K 7.43% 2
2024
Q1 		$11.4M Sell
66,347
-4,848
-7% -$882K 6.75% 3
2023
Q4 		$13.7M Sell
71,195
-1,381
-2% -$255K 9.36% 1
2023
Q3 		$12.4M Sell
72,576
-812
-1% -$149K 9.55% 1
2023
Q2 		$14.2M Sell
73,388
-1,070
-1% -$186K 10.27% 1
2023
Q1 		$12.3M Sell
74,458
-1,611
-2% -$238K 9.72% 1
2022
Q4 		$9.88M Sell
76,069
-3,045
-4% -$435K 7.88% 1
2022
Q3 		$10.9M Buy
79,114
+688
+0.9% +$108K 9.66% 1
2022
Q2 		$10.7M Sell
78,426
-777
-1% -$118K 9.43% 1
2022
Q1 		$13.8M Sell
79,203
-339
-0.4% -$57K 11.07% 1
2021
Q4 		$14.1M Buy
+79,542
New +$12.6M 9.88% 1

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

Masso Torrence Wealth Management's AAPL Position: Q3 2025 in Review

Masso Torrence Wealth Management reduced its Apple (AAPL) stake by 0.34% in Q3 2025, selling an estimated $46.1K and leaving 59,772 shares worth $15.2M. The position accounts for 6.33% of the portfolio, ranked #2.

Masso Torrence Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Masso Torrence Wealth Management held 59,772 shares of Apple worth $15.2M as of Q3 2025.
  • Masso Torrence Wealth Management sold 204 Apple shares in Q3 2025, an estimated $46.1K.
  • Apple made up 6.33% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #2 holding.
  • Masso Torrence Wealth Management first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.