Moloney Securities Asset Management’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
$21.2M Sell
83,209
-2,192
-3% -$495K 2.52% 4
2025
Q2
$17.5M Sell
85,401
-1,963
-2% -$396K 2.17% 5
2025
Q1
$19.4M Sell
87,364
-9,470
-10% -$2.19M 2.62% 3
2024
Q4
$24.2M Sell
96,834
-3,064
-3% -$722K 3.25% 1
2024
Q3
$23.3M Sell
99,898
-718
-0.7% -$160K 3.12% 1
2024
Q2
$21.2M Sell
100,616
-371
-0.4% -$69.2K 3.06% 2
2024
Q1
$17.3M Sell
100,987
-5,466
-5% -$994K 2.61% 3
2023
Q4
$20.5M Sell
106,453
-3,658
-3% -$675K 3.25% 2
2023
Q3
$18.9M Sell
110,111
-4,750
-4% -$871K 3.4% 2
2023
Q2
$22.3M Sell
114,861
-7,032
-6% -$1.23M 3.94% 2
2023
Q1
$20.1M Sell
121,893
-2,003
-2% -$296K 3.74% 3
2022
Q4
$16.1M Buy
123,896
+1,553
+1% +$222K 3.55% 1
2022
Q3
$16.9M Buy
122,343
+1,226
+1% +$192K 4.09% 1
2022
Q2
$16.6M Sell
121,117
-1,943
-2% -$294K 3.88% 1
2022
Q1
$21.5M Sell
123,060
-4,813
-4% -$809K 4.17% 1
2021
Q4
$22.7M Buy
127,873
+3,624
+3% +$573K 3.86% 2
2021
Q3
$17.6M Buy
124,249
+2,568
+2% +$378K 3.2% 1
2021
Q2
$16.7M Sell
121,681
-1,516
-1% -$196K 3.03% 1
2021
Q1
$15M Sell
123,197
-19,242
-14% -$2.47M 2.96% 1
2020
Q4
$18.9M Buy
142,439
+4,457
+3% +$536K 4.19% 1
2020
Q3
$16M Buy
137,982
+5,642
+4% +$616K 4.22% 1
2020
Q2
$12.1M Sell
132,340
-856
-0.6% -$66.3K 3.51% 2
2020
Q1
$8.47M Buy
133,196
+5,216
+4% +$384K 3.04% 2
2019
Q4
$9.39M Sell
127,980
-3,040
-2% -$196K 2.9% 1
2019
Q3
$7.34M Buy
131,020
+728
+0.6% +$38.1K 2.45% 1
2019
Q2
$6.45M Buy
130,292
+2,312
+2% +$113K 2.15% 4
2019
Q1
$6.08M Buy
127,980
+468
+0.4% +$19.9K 2.1% 4
2018
Q4
$5.03M Sell
127,512
-4,788
-4% -$232K 2.06% 6
2018
Q3
$7.47M Sell
132,300
-6,348
-5% -$331K 2.59% 2
2018
Q2
$6.42M Buy
138,648
+6,436
+5% +$292K 2.43% 2
2018
Q1
$5.55M Buy
132,212
+2,872
+2% +$124K 2.25% 3
2017
Q4
$5.47M Sell
129,340
-15,332
-11% -$641K 2.3% 3
2017
Q3
$5.57M Buy
144,672
+12,788
+10% +$496K 2.48% 2
2017
Q2
$4.75M Buy
131,884
+1,652
+1% +$61.1K 2.36% 3
2017
Q1
$4.68M Sell
130,232
-1,896
-1% -$62.4K 2.42% 4
2016
Q4
$3.83M Buy
+132,128
New +$3.75M 2.31% 6

Other funds holding AAPL

Moloney Securities Asset Management's AAPL Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Apple (AAPL) stake by 2.6% in Q3 2025, selling an estimated $495K and leaving 83,209 shares worth $21.2M. The position accounts for 2.52% of the portfolio, ranked #4.

Moloney Securities Asset Management first reported a position in AAPL in Q4 2016 and has held it in 36 quarters since. The position peaked at $24.2M in Q4 2024. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Moloney Securities Asset Management held 83,209 shares of Apple worth $21.2M as of Q3 2025.
  • Moloney Securities Asset Management sold 2,192 Apple shares in Q3 2025, an estimated $495K.
  • Apple made up 2.52% of Moloney Securities Asset Management's portfolio in Q3 2025, its #4 holding.
  • Moloney Securities Asset Management first reported a position in Apple in Q4 2016 and has held it in 36 quarters since.
  • Moloney Securities Asset Management's Apple position peaked at $24.2M in Q4 2024.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.