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Napatree Capital’s Apple AAPL Stock Holding History

Napatree Capital’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
Q1 		$4.6M Buy
20,728
+234
+1% +$54.2K 2.59% 6
2024
Q4 		$5.13M Buy
20,494
+1,505
+8% +$355K 3.01% 4
2024
Q3 		$4.42M Buy
18,989
+1,134
+6% +$253K 3.09% 5
2024
Q2 		$3.76M Buy
17,855
+3,455
+24% +$644K 3.05% 5
2024
Q1 		$2.45M Sell
14,400
-74
-0.5% -$13.5K 2.37% 6
2023
Q4 		$2.79M Buy
+14,474
New +$2.67M 2.79% 4

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Napatree Capital's AAPL Position: Q1 2025 in Review

Napatree Capital increased its Apple (AAPL) stake by 1.1% in Q1 2025, buying an estimated $54.2K and bringing the position to 20,728 shares worth $4.6M. The position accounts for 2.59% of the portfolio, ranked #6.

Napatree Capital first reported a position in AAPL in Q4 2023 and has held it in 6 quarters since. The position peaked at $5.13M in Q4 2024. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Napatree Capital held 20,728 shares of Apple worth $4.6M as of Q1 2025.
  • Napatree Capital bought 234 Apple shares in Q1 2025, an estimated $54.2K.
  • Apple made up 2.59% of Napatree Capital's portfolio in Q1 2025, its #6 holding.
  • Napatree Capital first reported a position in Apple in Q4 2023 and has held it in 6 quarters since.
  • Napatree Capital's Apple position peaked at $5.13M in Q4 2024.
  • 5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.