Redmont Wealth Advisors’s Apple AAPL Stock Holding History

Redmont Wealth 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	$248K	Hold	914	–	–	0.38%	53
2025 Q3	$233K	Hold	914	–	–	0.32%	63
2025 Q2	$188K	Buy	+914	New	+$185K	0.28%	64
2025 Q1	–	Sell	-914	Closed	-$229K	–	177
2024 Q4	$229K	Hold	914	–	–	0.4%	61
2024 Q3	$213K	Sell	914 -1,414	-61%	-$316K	0.33%	64
2024 Q2	$490K	Sell	2,328 -200	-8%	-$37.3K	0.77%	37
2024 Q1	$434K	Sell	2,528 -8,134	-76%	-$1.48M	0.6%	46
2023 Q4	$2.05M	Sell	10,662 -395	-4%	-$72.9K	2.99%	8
2023 Q3	$1.89M	Buy	11,057 +5	+0%	+$917	3.33%	8
2023 Q2	$2.14M	Buy	11,052 +7,137	+182%	+$1.24M	3.69%	7
2023 Q1	$646K	Sell	3,915 -7,102	-64%	-$1.05M	1.3%	15
2022 Q4	$1.43M	Sell	11,017 -1,000	-8%	-$143K	1.68%	10
2022 Q3	$1.66M	Buy	12,017 +1	+0%	+$157	2.16%	10
2022 Q2	$1.64M	Hold	12,016	–	–	1.99%	9
2022 Q1	$2.1M	Hold	12,016	–	–	2.23%	8
2021 Q4	$2.13M	Buy	+12,016	New	+$1.9M	2.28%	7

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Redmont Wealth Advisors's AAPL Position: Q4 2025 in Review

Redmont Wealth Advisors held its Apple (AAPL) position steady in Q4 2025 at 914 shares worth $248K. The position accounts for 0.38% of the portfolio, ranked #53.

Redmont Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.14M in Q2 2023. 6,114 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

Redmont Wealth Advisors held 914 shares of Apple worth $248K as of Q4 2025.
Redmont Wealth Advisors left its Apple share count unchanged in Q4 2025.
Apple made up 0.38% of Redmont Wealth Advisors's portfolio in Q4 2025, its #53 holding.
Redmont Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
Redmont Wealth Advisors's Apple position peaked at $2.14M in Q2 2023.
6,114 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.