PWM
AAPL icon

Parkworth Wealth Management’s Apple AAPL Stock Holding History

Parkworth 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
Q2 		$540K Sell
2,630
-519
-16% -$105K 0.39% 37
2025
Q1 		$700K Sell
3,149
-739
-19% -$171K 0.56% 35
2024
Q4 		$974K Buy
+3,888
New +$916K 0.81% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Parkworth Wealth Management's AAPL Position: Q2 2025 in Review

Parkworth Wealth Management reduced its Apple (AAPL) stake by 16% in Q2 2025, selling an estimated $105K and leaving 2,630 shares worth $540K. The position accounts for 0.39% of the portfolio, ranked #37.

Parkworth Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 3 quarters since. The position peaked at $974K in Q4 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Parkworth Wealth Management held 2,630 shares of Apple worth $540K as of Q2 2025.
  • Parkworth Wealth Management sold 519 Apple shares in Q2 2025, an estimated $105K.
  • Apple made up 0.39% of Parkworth Wealth Management's portfolio in Q2 2025, its #37 holding.
  • Parkworth Wealth Management first reported a position in Apple in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Apple position peaked at $974K in Q4 2024.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.