Schechter Investment Advisors’s Apple AAPL Stock Holding History

Schechter Investment 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 Q1	$25.8M	Sell	116,127 -22,791	-16%	-$5.28M	2.12%	11
2024 Q4	$34.8M	Sell	138,918 -120,326	-46%	-$28.4M	2.66%	3
2024 Q3	$60.4M	Buy	259,244 +9,866	+4%	+$2.2M	4.45%	1
2024 Q2	$52.5M	Sell	249,378 -991	-0.4%	-$185K	3.96%	1
2024 Q1	$42.9M	Sell	250,369 -1,611	-0.6%	-$293K	3.21%	2
2023 Q4	$48.5M	Sell	251,980 -4,443	-2%	-$820K	4.2%	1
2023 Q3	$43.9M	Buy	256,423 +5,040	+2%	+$924K	4.25%	1
2023 Q2	$48.8M	Buy	251,383 +1,594	+0.6%	+$278K	4.38%	1
2023 Q1	$41.2M	Buy	249,789 +11,947	+5%	+$1.76M	3.81%	1
2022 Q4	$30.9M	Buy	237,842 +52,669	+28%	+$7.53M	2.82%	1
2022 Q3	$25.6M	Buy	185,173 +14,625	+9%	+$2.3M	2.52%	2
2022 Q2	$23.3M	Buy	170,548 +3,054	+2%	+$462K	2.27%	2
2022 Q1	$29.2M	Buy	167,494 +3,245	+2%	+$546K	2.72%	1
2021 Q4	$29.2M	Buy	+164,249	New	+$26M	2.63%	1

Other funds holding AAPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's AAPL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Apple (AAPL) stake by 16% in Q1 2025, selling an estimated $5.28M and leaving 116,127 shares worth $25.8M. The position accounts for 2.12% of the portfolio, ranked #11.

Schechter Investment Advisors first reported a position in AAPL in Q4 2021 and has held it in 14 quarters since. The position peaked at $60.4M in Q3 2024. 5,591 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

Schechter Investment Advisors held 116,127 shares of Apple worth $25.8M as of Q1 2025.
Schechter Investment Advisors sold 22,791 Apple shares in Q1 2025, an estimated $5.28M.
Apple made up 2.12% of Schechter Investment Advisors's portfolio in Q1 2025, its #11 holding.
Schechter Investment Advisors first reported a position in Apple in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Apple position peaked at $60.4M in Q3 2024.
5,591 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.