MSAM
AAPL icon

Moloney Securities Asset Management’s Apple AAPL Stock Holding History

Moloney Securities Asset 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
2024
Q1 		– Sell
-22,500
Closed -$4.33M – 458
2023
Q4 		$4.33M Buy
+22,500
New +$4.15M 0.69% 32

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

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.