Nalls Sherbakoff Group’s Apple AAPL Stock Holding History

Nalls Sherbakoff Group’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 Q4	$3.18M	Sell	11,702 -1,229	-10%	-$330K	2.29%	8
2025 Q3	$3.29M	Sell	12,931 -1,137	-8%	-$257K	2.22%	8
2025 Q2	$2.89M	Buy	14,068 +528	+4%	+$107K	2.1%	8
2025 Q1	$3.01M	Buy	+13,540	New	+$3.14M	2.44%	7
2023 Q4	$3.04M	Sell	15,767 -276	-2%	-$51K	2.7%	6
2023 Q3	$2.75M	Sell	16,043 -97	-0.6%	-$17.8K	2.67%	6
2023 Q2	$2.86M	Sell	16,140 -97	-0.6%	-$16.9K	2.81%	6
2023 Q1	$2.64M	Buy	+16,237	New	+$2.4M	2.62%	6
2018 Q4	$298K	Buy	+7,548	New	+$366K	0.48%	40

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nalls Sherbakoff Group's AAPL Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Apple (AAPL) stake by 9.5% in Q4 2025, selling an estimated $330K and leaving 11,702 shares worth $3.18M. The position accounts for 2.29% of the portfolio, ranked #8.

Nalls Sherbakoff Group first reported a position in AAPL in Q4 2018 and has held it in 9 quarters since. The position peaked at $3.29M in Q3 2025. 6,091 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

Nalls Sherbakoff Group held 11,702 shares of Apple worth $3.18M as of Q4 2025.
Nalls Sherbakoff Group sold 1,229 Apple shares in Q4 2025, an estimated $330K.
Apple made up 2.29% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #8 holding.
Nalls Sherbakoff Group first reported a position in Apple in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Apple position peaked at $3.29M in Q3 2025.
6,091 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.