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Paloma Partners’s Apple AAPL Stock Holding History

Paloma Partners’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
2024
Q1 		– Sell
-62,700
Closed -$12.1M – 744
2023
Q4 		$12.1M Buy
+62,700
New +$11.6M 0.44% 32
2023
Q2 		– Sell
-20,000
Closed -$3.3M – 719
2023
Q1 		$3.3M Buy
+20,000
New +$2.95M 0.12% 147
2019
Q4 		– Sell
-4,800
Closed -$269K – 2102
2019
Q3 		$269K Buy
+4,800
New +$251K 0.01% 1590
2019
Q1 		– Sell
-127,600
Closed -$5.03M – 1648
2018
Q4 		$5.03M Buy
+127,600
New +$6.19M 0.15% 92
2018
Q2 		– Sell
-596,800
Closed -$25M – 1568
2018
Q1 		$25M Sell
596,800
-201,600
-25% -$8.68M 0.39% 20
2017
Q4 		$33.8M Sell
798,400
-41,600
-5% -$1.74M 0.45% 16
2017
Q3 		$32.4M Buy
840,000
+508,000
+153% +$19.7M 0.44% 13
2017
Q2 		$12M Sell
332,000
-1,396,400
-81% -$51.6M 0.14% 99
2017
Q1 		$62.1M Sell
1,728,400
-3,027,200
-64% -$99.7M 0.74% 9
2016
Q4 		$138M Sell
4,755,600
-227,600
-5% -$6.45M 1.35% 9
2016
Q3 		$141M Buy
4,983,200
+4,679,200
+1,539% +$124M 1.76% 7
2016
Q2 		$7.27M Sell
304,000
-10,400
-3% -$258K 0.08% 156
2016
Q1 		$8.57M Buy
314,400
+154,400
+97% +$3.85M 0.14% 93
2015
Q4 		$4.21M Buy
160,000
+64,000
+67% +$1.83M 0.11% 152
2015
Q3 		$2.65M Sell
96,000
-1,202,800
-93% -$35.3M 0.06% 252
2015
Q2 		$40.7M Buy
1,298,800
+1,218,800
+1,524% +$39M 0.78% 16
2015
Q1 		$2.49M Buy
80,000
+40,000
+100% +$1.21M 0.07% 240
2014
Q4 		$1.1M Buy
+40,000
New +$1.09M 0.05% 402
2014
Q3 		– Sell
-160,000
Closed -$3.72M – 977
2014
Q2 		$3.72M Sell
160,000
-176,000
-52% -$3.75M 0.15% 144
2014
Q1 		$6.44M Buy
+336,000
New +$6.39M 0.42% 54

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

Paloma Partners's AAPL Position: Q3 2025 in Review

Paloma Partners sold out of Apple (AAPL) in Q3 2025, closing a stake of 30,000 shares — an estimated $6.16M sold.

Paloma Partners first reported a position in AAPL in Q2 2013 and held it in 41 quarters. The position peaked at $96.2M in Q2 2019. 5,595 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Paloma Partners reported no remaining Apple position as of Q3 2025 after selling out during the quarter.
  • Paloma Partners sold 30,000 Apple shares in Q3 2025, an estimated $6.16M.
  • Paloma Partners first reported a position in Apple in Q2 2013 and held it in 41 quarters.
  • Paloma Partners's Apple position peaked at $96.2M in Q2 2019.
  • 5,595 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Paloma Partners's 13F filing for Q3 2025, filed 14 Nov 2025.