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Sage Advisors’s Apple AAPL Stock Holding History

Sage 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 		$7.15M Sell
26,291
-467
-2% -$125K 4.74% 6
2025
Q3 		$6.81M Buy
26,758
+61
+0.2% +$13.8K 4.88% 5
2025
Q2 		$5.48M Sell
26,697
-18,359
-41% -$3.71M 3.91% 7
2025
Q1 		$10M Buy
45,056
+959
+2% +$222K 7.04% 5
2024
Q4 		$11M Sell
44,097
-2,084
-5% -$491K 8.25% 5
2024
Q3 		$10.8M Buy
46,181
+1,778
+4% +$397K 8.48% 5
2024
Q2 		$9.35M Buy
44,403
+1,416
+3% +$264K 7.6% 5
2024
Q1 		$7.37M Sell
42,987
-11,579
-21% -$2.11M 6.56% 5
2023
Q4 		$10.5M Buy
+54,566
New +$10.1M 10.44% 4

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

Sage Advisors's AAPL Position: Q4 2025 in Review

Sage Advisors reduced its Apple (AAPL) stake by 1.7% in Q4 2025, selling an estimated $125K and leaving 26,291 shares worth $7.15M. The position accounts for 4.74% of the portfolio, ranked #6.

Sage Advisors first reported a position in AAPL in Q4 2023 and has held it in 9 quarters since. The position peaked at $11M in Q4 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Sage Advisors held 26,291 shares of Apple worth $7.15M as of Q4 2025.
  • Sage Advisors sold 467 Apple shares in Q4 2025, an estimated $125K.
  • Apple made up 4.74% of Sage Advisors's portfolio in Q4 2025, its #6 holding.
  • Sage Advisors first reported a position in Apple in Q4 2023 and has held it in 9 quarters since.
  • Sage Advisors's Apple position peaked at $11M in Q4 2024.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.