SHWA
AAPL icon

Safe Harbor Wealth Advisors’s Apple AAPL Stock Holding History

Safe Harbor 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 		$1.18M Buy
+4,516
New +$1.21M 1.14% 16

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Safe Harbor Wealth Advisors's AAPL Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Apple (AAPL) in Q4 2025: 4,516 shares worth $1.18M. The stake represents 1.14% of the portfolio and ranks #16 among its holdings.

6,114 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Safe Harbor Wealth Advisors held 4,516 shares of Apple worth $1.18M as of Q4 2025.
  • Apple was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • Apple made up 1.14% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #16 holding.
  • 6,114 funds tracked by Wall St. Rank held Apple as of Q4 2025.

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