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PBMares Wealth Management’s Apple AAPL Stock Holding History

PBMares 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
Q3 		$8.72M Buy
34,249
+84
+0.2% +$19K 1.41% 17
2025
Q2 		$7.01M Sell
34,165
-4,017
-11% -$811K 1.28% 18
2025
Q1 		$8.48M Sell
38,182
-4,611
-11% -$1.07M 1.7% 14
2024
Q4 		$10.7M Buy
42,793
+497
+1% +$117K 2.19% 12
2024
Q3 		$9.86M Buy
42,296
+214
+0.5% +$47.8K 2.06% 14
2024
Q2 		$8.86M Buy
42,082
+1,275
+3% +$238K 2.18% 14
2024
Q1 		$7M Buy
40,807
+995
+2% +$181K 1.82% 16
2023
Q4 		$7.66M Buy
39,812
+547
+1% +$101K 2.3% 11
2023
Q3 		$6.72M Sell
39,265
-849
-2% -$156K 2.42% 9
2023
Q2 		$7.78M Sell
40,114
-151
-0.4% -$26.3K 2.78% 8
2023
Q1 		$6.64M Buy
40,265
+3,092
+8% +$456K 2.47% 9
2022
Q4 		$4.83M Sell
37,173
-1,587
-4% -$227K 1.95% 11
2022
Q3 		$5.36M Buy
38,760
+424
+1% +$66.5K 2.34% 11
2022
Q2 		$5.24M Buy
38,336
+985
+3% +$149K 2.25% 12
2022
Q1 		$6.52M Buy
37,351
+3,775
+11% +$635K 4.02% 5
2021
Q4 		$5.96M Buy
33,576
+217
+0.7% +$34.3K 2.52% 11
2021
Q3 		$4.72M Buy
33,359
+566
+2% +$83.3K 2.25% 11
2021
Q2 		$4.49M Buy
32,793
+1,910
+6% +$247K 2.45% 9
2021
Q1 		$3.77M Buy
30,883
+4,908
+19% +$630K 3.08% 4
2020
Q4 		$3.45M Buy
25,975
+591
+2% +$71.1K 3.96% 2
2020
Q3 		$2.94M Buy
25,384
+1,660
+7% +$181K 4.32% 2
2020
Q2 		$2.16M Sell
23,724
-956
-4% -$74.1K 3.25% 3
2020
Q1 		$1.57M Sell
24,680
-72
-0.3% -$5.29K 2.47% 7
2019
Q4 		$1.82M Buy
+24,752
New +$1.59M 2.16% 6

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

PBMares Wealth Management's AAPL Position: Q3 2025 in Review

PBMares Wealth Management increased its Apple (AAPL) stake by 0.25% in Q3 2025, buying an estimated $19K and bringing the position to 34,249 shares worth $8.72M. The position accounts for 1.41% of the portfolio, ranked #17.

PBMares Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 24 quarters since. The position peaked at $10.7M in Q4 2024. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • PBMares Wealth Management held 34,249 shares of Apple worth $8.72M as of Q3 2025.
  • PBMares Wealth Management bought 84 Apple shares in Q3 2025, an estimated $19K.
  • Apple made up 1.41% of PBMares Wealth Management's portfolio in Q3 2025, its #17 holding.
  • PBMares Wealth Management first reported a position in Apple in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Apple position peaked at $10.7M in Q4 2024.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.