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Proquility Private Wealth Partners’s Apple AAPL Stock Holding History

Proquility Private Wealth Partners’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
Q1 		$1.64M Buy
7,362
+250
+4% +$57.9K 0.5% 60
2024
Q4 		$1.78M Sell
7,112
-69
-1% -$16.3K 0.57% 50
2024
Q3 		$1.67M Sell
7,181
-1,170
-14% -$261K 0.54% 53
2024
Q2 		$1.76M Buy
8,351
+3,671
+78% +$685K 0.6% 48
2024
Q1 		$803K Buy
4,680
+73
+2% +$13.3K 0.27% 78
2023
Q4 		$887K Sell
4,607
-1,105
-19% -$204K 0.34% 70
2023
Q3 		$978K Sell
5,712
-89
-2% -$16.3K 0.4% 64
2023
Q2 		$1.13M Sell
5,801
-229
-4% -$39.9K 0.44% 63
2023
Q1 		$994K Buy
6,030
+679
+13% +$100K 0.4% 65
2022
Q4 		$695K Sell
5,351
-80
-1% -$11.4K 0.29% 73
2022
Q3 		$751K Sell
5,431
-2,250
-29% -$353K 0.35% 69
2022
Q2 		$1.05M Buy
7,681
+2,304
+43% +$349K 0.45% 65
2022
Q1 		$767K Sell
5,377
-2,525
-32% -$425K 0.32% 71
2021
Q4 		$1.36M Sell
7,902
-1,603
-17% -$253K 0.48% 62
2021
Q3 		$1.34M Buy
9,505
+156
+2% +$23K 0.51% 61
2021
Q2 		$1.28M Buy
9,349
+189
+2% +$24.5K 0.48% 61
2021
Q1 		$1.12M Buy
+9,160
New +$1.18M 0.45% 62

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Proquility Private Wealth Partners's AAPL Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its Apple (AAPL) stake by 3.5% in Q1 2025, buying an estimated $57.9K and bringing the position to 7,362 shares worth $1.64M. The position accounts for 0.5% of the portfolio, ranked #60.

Proquility Private Wealth Partners first reported a position in AAPL in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.78M in Q4 2024. 5,590 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Proquility Private Wealth Partners held 7,362 shares of Apple worth $1.64M as of Q1 2025.
  • Proquility Private Wealth Partners bought 250 Apple shares in Q1 2025, an estimated $57.9K.
  • Apple made up 0.5% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #60 holding.
  • Proquility Private Wealth Partners first reported a position in Apple in Q1 2021 and has held it in 17 quarters since.
  • Proquility Private Wealth Partners's Apple position peaked at $1.78M in Q4 2024.
  • 5,590 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.