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Prosperity Wealth Management’s Apple AAPL Stock Holding History

Prosperity 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
Q4 		$4.93M Sell
18,133
-131
-0.7% -$35.2K 1.64% 10
2025
Q3 		$4.65M Sell
18,264
-1,159
-6% -$262K 1.58% 11
2025
Q2 		$3.99M Sell
19,423
-835
-4% -$169K 1.48% 11
2025
Q1 		$4.5M Sell
20,258
-5,733
-22% -$1.33M 2.12% 9
2024
Q4 		$6.51M Sell
25,991
-313
-1% -$73.8K 2.68% 7
2024
Q3 		$6.13M Buy
26,304
+309
+1% +$69K 2.45% 9
2024
Q2 		$5.48M Buy
25,995
+248
+1% +$46.2K 2.69% 7
2024
Q1 		$4.42M Buy
25,747
+2,257
+10% +$410K 2.09% 7
2023
Q4 		$4.52M Sell
23,490
-1,787
-7% -$330K 2.94% 7
2023
Q3 		$4.33M Sell
25,277
-829
-3% -$152K 2.79% 7
2023
Q2 		$5.06M Buy
26,106
+227
+0.9% +$39.6K 3.28% 6
2023
Q1 		$4.27M Buy
25,879
+20
+0.1% +$2.95K 3.38% 7
2022
Q4 		$3.36M Buy
+25,859
New +$3.7M 3.17% 8

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

Prosperity Wealth Management's AAPL Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Apple (AAPL) stake by 0.72% in Q4 2025, selling an estimated $35.2K and leaving 18,133 shares worth $4.93M. The position accounts for 1.64% of the portfolio, ranked #10.

Prosperity Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.51M in Q4 2024. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Prosperity Wealth Management held 18,133 shares of Apple worth $4.93M as of Q4 2025.
  • Prosperity Wealth Management sold 131 Apple shares in Q4 2025, an estimated $35.2K.
  • Apple made up 1.64% of Prosperity Wealth Management's portfolio in Q4 2025, its #10 holding.
  • Prosperity Wealth Management first reported a position in Apple in Q4 2022 and has held it in 13 quarters since.
  • Prosperity Wealth Management's Apple position peaked at $6.51M in Q4 2024.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.