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Nicolet Advisory Services’s Apple AAPL Stock Holding History

Nicolet Advisory Services’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 		$52.5M Buy
201,637
+11,187
+6% +$3M 3.54% 5
2025
Q3 		$48.8M Buy
190,450
+27,794
+17% +$6.28M 3.8% 3
2025
Q2 		$32.9M Buy
162,656
+3,557
+2% +$718K 2.8% 5
2025
Q1 		$30.3M Buy
159,099
+3,692
+2% +$855K 3.01% 5
2024
Q4 		$36.8M Buy
155,407
+1,276
+0.8% +$301K 3.38% 4
2024
Q3 		$34.8M Buy
154,131
+563
+0.4% +$126K 3.28% 4
2024
Q2 		$35.8M Buy
153,568
+3,478
+2% +$649K 3.43% 4
2024
Q1 		$25.5M Sell
150,090
-1,537
-1% -$279K 2.59% 7
2023
Q4 		$27.5M Sell
151,627
-7,777
-5% -$1.44M 2.95% 5
2023
Q3 		$27.7M Buy
159,404
+9,156
+6% +$1.68M 3.07% 5
2023
Q2 		$28.8M Sell
150,248
-828
-0.5% -$144K 3.16% 5
2023
Q1 		$24.9M Buy
151,076
+55,131
+57% +$8.13M 2.87% 6
2022
Q4 		$12.8M Buy
95,945
+14,668
+18% +$2.1M 1.69% 10
2022
Q3 		$11.4M Buy
81,277
+3,958
+5% +$621K 1.86% 8
2022
Q2 		$11.3M Buy
77,319
+630
+0.8% +$95.4K 1.68% 10
2022
Q1 		$13M Sell
76,689
-454
-0.6% -$76.3K 1.7% 8
2021
Q4 		$13.7M Sell
77,143
-4,091
-5% -$647K 1.68% 8
2021
Q3 		$11.5M Buy
81,234
+1,002
+1% +$148K 1.46% 11
2021
Q2 		$11M Buy
80,232
+3,636
+5% +$471K 1.43% 11
2021
Q1 		$9.36M Sell
76,596
-5,519
-7% -$708K 1.31% 13
2020
Q4 		$10.9M Sell
82,115
-200
-0.2% -$24.1K 1.53% 12
2020
Q3 		$9.53M Sell
82,315
-19,973
-20% -$2.18M 1.48% 14
2020
Q2 		$9.33M Sell
102,288
-1,192
-1% -$92.4K 1.43% 12
2020
Q1 		$6.58M Buy
103,480
+25,740
+33% +$1.89M 1.16% 19
2019
Q4 		$5.71M Sell
77,740
-904
-1% -$58.2K 0.9% 24
2019
Q3 		$4.4M Sell
78,644
-544
-0.7% -$28.4K 0.67% 27
2019
Q2 		$3.92M Sell
79,188
-3,520
-4% -$172K 0.6% 30
2019
Q1 		$3.93M Buy
+82,708
New +$3.51M 0.67% 29

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nicolet Advisory Services's AAPL Position: Q4 2025 in Review

Nicolet Advisory Services increased its Apple (AAPL) stake by 5.9% in Q4 2025, buying an estimated $3M and bringing the position to 201,637 shares worth $52.5M. The position accounts for 3.54% of the portfolio, ranked #5.

Nicolet Advisory Services first reported a position in AAPL in Q1 2019 and has held it in 28 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Nicolet Advisory Services held 201,637 shares of Apple worth $52.5M as of Q4 2025.
  • Nicolet Advisory Services bought 11,187 Apple shares in Q4 2025, an estimated $3M.
  • Apple made up 3.54% of Nicolet Advisory Services's portfolio in Q4 2025, its #5 holding.
  • Nicolet Advisory Services first reported a position in Apple in Q1 2019 and has held it in 28 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.