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Napa Wealth Management’s Apple AAPL Stock Holding History

Napa 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 		$1.87M Sell
7,340
-69
-0.9% -$15.6K 0.88% 30
2025
Q2 		$1.52M Sell
7,409
-1,281
-15% -$259K 0.73% 39
2025
Q1 		$1.93M Sell
8,690
-12,984
-60% -$3.01M 1.09% 29
2024
Q4 		$5.43M Sell
21,674
-4,841
-18% -$1.14M 2.35% 4
2024
Q3 		$6.18M Buy
26,515
+20,092
+313% +$4.49M 2.92% 3
2024
Q2 		$1.35M Sell
6,423
-2,261
-26% -$422K 0.91% 22
2024
Q1 		$1.49M Sell
8,684
-701
-7% -$127K 0.78% 12
2023
Q4 		$1.81M Buy
+9,385
New +$1.73M 0.98% 28

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

Napa Wealth Management's AAPL Position: Q3 2025 in Review

Napa Wealth Management reduced its Apple (AAPL) stake by 0.93% in Q3 2025, selling an estimated $15.6K and leaving 7,340 shares worth $1.87M. The position accounts for 0.88% of the portfolio, ranked #30.

Napa Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 8 quarters since. The position peaked at $6.18M in Q3 2024. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Napa Wealth Management held 7,340 shares of Apple worth $1.87M as of Q3 2025.
  • Napa Wealth Management sold 69 Apple shares in Q3 2025, an estimated $15.6K.
  • Apple made up 0.88% of Napa Wealth Management's portfolio in Q3 2025, its #30 holding.
  • Napa Wealth Management first reported a position in Apple in Q4 2023 and has held it in 8 quarters since.
  • Napa Wealth Management's Apple position peaked at $6.18M in Q3 2024.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.