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Passumpsic Savings Bank’s Apple AAPL Stock Holding History

Passumpsic Savings Bank’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 		$1.24M Buy
+4,577
New +$1.23M 0.68% 46
2024
Q4 		$1.04M Buy
4,154
+626
+18% +$148K 0.65% 47
2024
Q3 		$822K Buy
3,528
+303
+9% +$67.7K 0.54% 48
2024
Q2 		$679K Sell
3,225
-2,849
-47% -$531K 0.49% 48
2024
Q1 		$1.04M Buy
+6,074
New +$1.1M 0.67% 42

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Passumpsic Savings Bank's AAPL Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Apple (AAPL) in Q4 2025: 4,577 shares worth $1.24M. The stake represents 0.68% of the portfolio and ranks #46 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in AAPL as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in AAPL in Q1 2024 and has held it in 5 quarters since. 6,109 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Passumpsic Savings Bank held 4,577 shares of Apple worth $1.24M as of Q4 2025.
  • Apple was a new Passumpsic Savings Bank position in Q4 2025.
  • Apple made up 0.68% of Passumpsic Savings Bank's portfolio in Q4 2025, its #46 holding.
  • Passumpsic Savings Bank first reported a position in Apple in Q1 2024 and has held it in 5 quarters since.
  • 6,109 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.