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Pollock Investment Advisors’s Apple AAPL Stock Holding History

Pollock 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
2025
Q4 		$1.59M Buy
5,863
+2
+0% +$537 1.17% 9
2025
Q3 		$1.49M Buy
5,861
+25
+0.4% +$5.65K 1.17% 9
2025
Q2 		$1.2M Sell
5,836
-712
-11% -$144K 0.98% 15
2025
Q1 		$1.45M Sell
6,548
-1,100
-14% -$255K 1.18% 11
2024
Q4 		$1.92M Buy
+7,648
New +$1.8M 1.56% 5

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pollock Investment Advisors's AAPL Position: Q4 2025 in Review

Pollock Investment Advisors increased its Apple (AAPL) stake by 0.03% in Q4 2025, buying an estimated $537 and bringing the position to 5,863 shares worth $1.59M. The position accounts for 1.17% of the portfolio, ranked #9.

Pollock Investment Advisors first reported a position in AAPL in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.92M in Q4 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Pollock Investment Advisors held 5,863 shares of Apple worth $1.59M as of Q4 2025.
  • Pollock Investment Advisors bought 2 Apple shares in Q4 2025, an estimated $537.
  • Apple made up 1.17% of Pollock Investment Advisors's portfolio in Q4 2025, its #9 holding.
  • Pollock Investment Advisors first reported a position in Apple in Q4 2024 and has held it in 5 quarters since.
  • Pollock Investment Advisors's Apple position peaked at $1.92M in Q4 2024.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Pollock Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.