Optimum Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21.8M | Sell |
85,515
-625
| -0.7% | -$141K | 8.64% | 1 |
|
|
2025
Q2 | $17.7M | Sell |
86,140
-605
| -0.7% | -$122K | 7.67% | 1 |
|
|
2025
Q1 | $19.3M | Sell |
86,745
-774
| -0.9% | -$179K | 9.07% | 1 |
|
|
2024
Q4 | $21.9M | Sell |
87,519
-2,169
| -2% | -$511K | 9.67% | 1 |
|
|
2024
Q3 | $20.9M | Sell |
89,688
-1,651
| -2% | -$369K | 9.03% | 1 |
|
|
2024
Q2 | $19.2M | Sell |
91,339
-3,394
| -4% | -$633K | 8.63% | 1 |
|
|
2024
Q1 | $16.2M | Sell |
94,733
-2,263
| -2% | -$411K | 7.46% | 1 |
|
|
2023
Q4 | $18.7M | Buy |
96,996
+986
| +1% | +$182K | 9.4% | 1 |
|
|
2023
Q3 | $16.4M | Sell |
96,010
-2,099
| -2% | -$385K | 8.42% | 1 |
|
|
2023
Q2 | $19M | Buy |
98,109
+420
| +0.4% | +$73.2K | 9.32% | 1 |
|
|
2023
Q1 | $16.1M | Sell |
97,689
-5,660
| -5% | -$835K | 8.44% | 1 |
|
|
2022
Q4 | $13.4M | Sell |
103,349
-8,295
| -7% | -$1.19M | 7.27% | 1 |
|
|
2022
Q3 | $15.4M | Sell |
111,644
-1,155
| -1% | -$181K | 8.3% | 1 |
|
|
2022
Q2 | $15.4M | Sell |
112,799
-543
| -0.5% | -$82.2K | 7.72% | 1 |
|
|
2022
Q1 | $19.8M | Sell |
113,342
-2,337
| -2% | -$393K | 8.34% | 1 |
|
|
2021
Q4 | $20.5M | Sell |
115,679
-2,681
| -2% | -$424K | 8% | 1 |
|
|
2021
Q3 | $16.7M | Sell |
118,360
-64,962
| -35% | -$9.56M | 7.06% | 1 |
|
|
2021
Q2 | $25.1M | Sell |
183,322
-31,597
| -15% | -$4.09M | 7.83% | 1 |
|
|
2021
Q1 | $26.3M | Sell |
214,919
-6,407
| -3% | -$822K | 7.68% | 1 |
|
|
2020
Q4 | $29.4M | Sell |
221,326
-4,878
| -2% | -$587K | 8.91% | 1 |
|
|
2020
Q3 | $26.2M | Sell |
226,204
-9,736
| -4% | -$1.06M | 8.79% | 1 |
|
|
2020
Q2 | $21.5M | Sell |
235,940
-2,116
| -0.9% | -$164K | 7.49% | 1 |
|
|
2020
Q1 | $15.1M | Sell |
238,056
-10,204
| -4% | -$750K | 6.21% | 1 |
|
|
2019
Q4 | $18.2M | Sell |
248,260
-5,084
| -2% | -$327K | 5.41% | 1 |
|
|
2019
Q3 | $14.2M | Sell |
253,344
-360
| -0.1% | -$18.8K | 4.48% | 1 |
|
|
2019
Q2 | $12.6M | Sell |
253,704
-7,392
| -3% | -$360K | 4.07% | 1 |
|
|
2019
Q1 | $12.4M | Sell |
261,096
-2,012
| -0.8% | -$85.3K | 4.07% | 1 |
|
|
2018
Q4 | $10.4M | Sell |
263,108
-5,116
| -2% | -$248K | 3.57% | 1 |
|
|
2018
Q3 | $15.1M | Sell |
268,224
-404
| -0.2% | -$21K | 4.18% | 1 |
|
|
2018
Q2 | $12.4M | Buy |
268,628
+1,908
| +0.7% | +$86.5K | 3.58% | 1 |
|
|
2018
Q1 | $11.2M | Buy |
266,720
+492
| +0.2% | +$21.2K | 3.29% | 1 |
|
|
2017
Q4 | $11.3M | Sell |
266,228
-904
| -0.3% | -$37.8K | 3.58% | 1 |
|
|
2017
Q3 | $10.3M | Sell |
267,132
-2,476
| -0.9% | -$96.1K | 3.45% | 1 |
|
|
2017
Q2 | $9.71M | Sell |
269,608
-3,832
| -1% | -$142K | 3.36% | 1 |
|
|
2017
Q1 | $9.82M | Sell |
273,440
-10,048
| -4% | -$331K | 3.48% | 1 |
|
|
2016
Q4 | $8.21M | Sell |
283,488
-7,048
| -2% | -$200K | 3.09% | 2 |
|
|
2016
Q3 | $8.21M | Sell |
290,536
-19,676
| -6% | -$521K | 3.09% | 2 |
|
|
2016
Q2 | $7.41M | Buy |
310,212
+1,648
| +0.5% | +$41K | 2.87% | 2 |
|
|
2016
Q1 | $8.41M | Sell |
308,564
-15,656
| -5% | -$390K | 3.31% | 2 |
|
|
2015
Q4 | $8.53M | Sell |
324,220
-4,080
| -1% | -$117K | 3.3% | 2 |
|
|
2015
Q3 | $9.05M | Buy |
+328,300
| New | +$9.63M | 3.66% | 2 |
|
|
2015
Q1 | $9.99M | Sell |
321,304
-1,448
| -0.4% | -$43.7K | 3.16% | 1 |
|
|
2014
Q4 | $8.91M | Sell |
322,752
-37,212
| -10% | -$1.01M | 2.86% | 3 |
|
|
2014
Q3 | $9.15M | Buy |
359,964
+2,180
| +0.6% | +$53.5K | 3.03% | 2 |
|
|
2014
Q2 | $8.31M | Buy |
357,784
+37,688
| +12% | +$802K | 2.69% | 4 |
|
|
2014
Q1 | $6.14M | Buy |
320,096
+7,840
| +3% | +$149K | 2.31% | 5 |
|
|
2013
Q4 | $6.26M | Sell |
312,256
-1,232
| -0.4% | -$23.3K | 2.35% | 5 |
|
|
2013
Q3 | $5.34M | Buy |
+313,488
| New | +$5.2M | 2.19% | 5 |
|
Other funds holding AAPL
Optimum Investment Advisors's AAPL Position: Q3 2025 in Review
Optimum Investment Advisors reduced its Apple (AAPL) stake by 0.73% in Q3 2025, selling an estimated $141K and leaving 85,515 shares worth $21.8M. The position accounts for 8.64% of the portfolio, ranked #1.
Optimum Investment Advisors first reported a position in AAPL in Q3 2013 and has held it in 48 quarters since. The position peaked at $29.4M in Q4 2020. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.
- Optimum Investment Advisors held 85,515 shares of Apple worth $21.8M as of Q3 2025.
- Optimum Investment Advisors sold 625 Apple shares in Q3 2025, an estimated $141K.
- Apple made up 8.64% of Optimum Investment Advisors's portfolio in Q3 2025, its #1 holding.
- Optimum Investment Advisors first reported a position in Apple in Q3 2013 and has held it in 48 quarters since.
- Optimum Investment Advisors's Apple position peaked at $29.4M in Q4 2020.
- 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.