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NRI Wealth Management’s Apple AAPL Stock Holding History

NRI 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
Q4 		$9.72M Sell
35,759
-107
-0.3% -$28.7K 4.96% 6
2025
Q3 		$9.13M Buy
35,866
+1,271
+4% +$287K 4.88% 6
2025
Q2 		$7.1M Buy
34,595
+516
+2% +$104K 4.28% 6
2025
Q1 		$7.57M Buy
34,079
+1,098
+3% +$254K 5.6% 5
2024
Q4 		$8.26M Buy
+32,981
New +$7.77M 5.7% 6
2024
Q2 		$6.41M Buy
30,420
+508
+2% +$94.7K 4.97% 6
2024
Q1 		$5.13M Buy
29,912
+5,875
+24% +$1.07M 4.33% 6
2023
Q4 		$4.63M Buy
+24,037
New +$4.44M 4.62% 6

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

NRI Wealth Management's AAPL Position: Q4 2025 in Review

NRI Wealth Management reduced its Apple (AAPL) stake by 0.3% in Q4 2025, selling an estimated $28.7K and leaving 35,759 shares worth $9.72M. The position accounts for 4.96% of the portfolio, ranked #6.

NRI Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 8 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • NRI Wealth Management held 35,759 shares of Apple worth $9.72M as of Q4 2025.
  • NRI Wealth Management sold 107 Apple shares in Q4 2025, an estimated $28.7K.
  • Apple made up 4.96% of NRI Wealth Management's portfolio in Q4 2025, its #6 holding.
  • NRI Wealth Management first reported a position in Apple in Q4 2023 and has held it in 8 quarters since.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.