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Roberts Capital Advisors’s Apple AAPL Stock Holding History

Roberts Capital 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 		– Sell
-18,524
Closed -$4.72M – 1
2025
Q3 		$4.72M Sell
18,524
-30,054
-62% -$6.79M 5.25% 4
2025
Q2 		$9.97M Hold
48,578
– – 7.38% 3
2025
Q1 		$10.8M Sell
48,578
-7,396
-13% -$1.71M 9.46% 1
2024
Q4 		$14M Hold
55,974
– – 11.73% 1
2024
Q3 		$13M Hold
55,974
– – 11.16% 1
2024
Q2 		$9.6M Hold
55,974
– – 9.21% 2
2024
Q1 		$9.6M Buy
+55,974
New +$10.2M 9.21% 2
2022
Q3 		$8.29M Hold
60,000
– – 12.01% 1
2022
Q2 		$8.2M Hold
60,000
– – 11.25% 1
2022
Q1 		$10.5M Hold
60,000
– – 10.81% 1
2021
Q4 		$10.7M Buy
+60,000
New +$9.48M 9.93% 2

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

Roberts Capital Advisors's AAPL Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Apple (AAPL) in Q4 2025, closing a stake of 18,524 shares — an estimated $4.72M sold.

Roberts Capital Advisors first reported a position in AAPL in Q4 2021 and held it in 11 quarters. The position peaked at $14M in Q4 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Roberts Capital Advisors reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 18,524 Apple shares in Q4 2025, an estimated $4.72M.
  • Roberts Capital Advisors first reported a position in Apple in Q4 2021 and held it in 11 quarters.
  • Roberts Capital Advisors's Apple position peaked at $14M in Q4 2024.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.