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Optimum Investment Advisors’s Apple AAPL Stock Holding History

Optimum Investment Advisors’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
2022
Q4 		– Sell
-1,000
Closed -$4K – 762
2022
Q3 		$4K Buy
+1,000
New +$157K ﹤0.01% 667
2021
Q1 		– Sell
-1,200
Closed -$10K – 906
2020
Q4 		$10K Buy
+1,200
New +$144K ﹤0.01% 725

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

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.