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Moser Wealth Advisors’s Apple AAPL Stock Holding History

Moser 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
Q2 		$12M Sell
58,307
-730
-1% -$147K 5.74% 4
2025
Q1 		$13.1M Sell
59,037
-3,830
-6% -$887K 6.87% 3
2024
Q4 		$15.7M Sell
62,867
-2,455
-4% -$579K 8.19% 2
2024
Q3 		$15.2M Sell
65,322
-420
-0.6% -$93.8K 7.89% 2
2024
Q2 		$13.8M Sell
65,742
-2,895
-4% -$540K 7.53% 3
2024
Q1 		$11.8M Sell
68,637
-2,085
-3% -$379K 6.56% 3
2023
Q4 		$13.6M Sell
70,722
-1,290
-2% -$238K 8.69% 2
2023
Q3 		$12.3M Sell
72,012
-810
-1% -$149K 8.65% 1
2023
Q2 		$14.1M Buy
+72,822
New +$12.7M 9.51% 1
2022
Q4 		$10.2M Sell
78,292
-1,255
-2% -$179K 7.67% 1
2022
Q3 		$11M Sell
79,547
-2,914
-4% -$457K 8.59% 1
2022
Q2 		$11.3M Sell
82,461
-800
-1% -$121K 8.39% 1
2022
Q1 		$14.5M Sell
83,261
-5,055
-6% -$850K 9.09% 1
2021
Q4 		$15.7M Sell
88,316
-3,240
-4% -$512K 9.48% 1
2021
Q3 		$13M Buy
91,556
+485
+0.5% +$71.4K 8.28% 2
2021
Q2 		$12.5M Sell
91,071
-6,250
-6% -$810K 8.03% 1
2021
Q1 		$11.9M Sell
97,321
-675
-0.7% -$86.6K 8.35% 1
2020
Q4 		$13M Sell
97,996
-5,540
-5% -$666K 9.59% 1
2020
Q3 		$12M Sell
103,536
-6,700
-6% -$731K 9.54% 1
2020
Q2 		$10.1M Sell
110,236
-2,640
-2% -$205K 9.59% 2
2020
Q1 		$7.18M Sell
112,876
-3,984
-3% -$293K 8.33% 2
2019
Q4 		$8.58M Buy
+116,860
New +$7.52M 8.24% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Moser Wealth Advisors's AAPL Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Apple (AAPL) stake by 1.2% in Q2 2025, selling an estimated $147K and leaving 58,307 shares worth $12M. The position accounts for 5.74% of the portfolio, ranked #4.

Moser Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 22 quarters since. The position peaked at $15.7M in Q4 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Moser Wealth Advisors held 58,307 shares of Apple worth $12M as of Q2 2025.
  • Moser Wealth Advisors sold 730 Apple shares in Q2 2025, an estimated $147K.
  • Apple made up 5.74% of Moser Wealth Advisors's portfolio in Q2 2025, its #4 holding.
  • Moser Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 22 quarters since.
  • Moser Wealth Advisors's Apple position peaked at $15.7M in Q4 2024.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.