PWH
AAPL icon

Priebe Wealth Holdings’s Apple AAPL Stock Holding History

Priebe Wealth Holdings’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 		$663K Sell
3,230
-3,193
-50% -$645K 0.57% 34
2025
Q1 		$1.43M Buy
6,423
+1,144
+22% +$265K 0.89% 20
2024
Q4 		$1.32M Buy
5,279
+566
+12% +$133K 0.9% 19
2024
Q3 		$1.1M Sell
4,713
-137
-3% -$30.6K 0.8% 19
2024
Q2 		$1.02M Buy
4,850
+270
+6% +$50.4K 0.81% 18
2024
Q1 		$785K Sell
4,580
-827
-15% -$150K 0.61% 21
2023
Q4 		$1.04M Buy
+5,407
New +$998K 0.85% 19

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

Priebe Wealth Holdings's AAPL Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its Apple (AAPL) stake by 50% in Q2 2025, selling an estimated $645K and leaving 3,230 shares worth $663K. The position accounts for 0.57% of the portfolio, ranked #34.

Priebe Wealth Holdings first reported a position in AAPL in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.43M in Q1 2025. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Priebe Wealth Holdings held 3,230 shares of Apple worth $663K as of Q2 2025.
  • Priebe Wealth Holdings sold 3,193 Apple shares in Q2 2025, an estimated $645K.
  • Apple made up 0.57% of Priebe Wealth Holdings's portfolio in Q2 2025, its #34 holding.
  • Priebe Wealth Holdings first reported a position in Apple in Q4 2023 and has held it in 7 quarters since.
  • Priebe Wealth Holdings's Apple position peaked at $1.43M in Q1 2025.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.