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Schulz Wealth’s Apple AAPL Stock Holding History

Schulz Wealth’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 		$898K Buy
3,303
+17
+0.5% +$4.56K 0.58% 28
2025
Q3 		$837K Hold
3,286
– – 0.55% 29
2025
Q2 		$674K Buy
3,286
+8
+0.2% +$1.62K 0.5% 29
2025
Q1 		$728K Sell
3,278
-23
-0.7% -$5.33K 0.56% 28
2024
Q4 		$827K Sell
3,301
-268
-8% -$63.2K 0.63% 25
2024
Q3 		$832K Hold
3,569
– – 0.64% 25
2024
Q2 		$752K Sell
3,569
-64
-2% -$11.9K 0.64% 24
2024
Q1 		$623K Hold
3,633
– – 0.53% 26
2023
Q4 		$699K Buy
+3,633
New +$671K 0.67% 27

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

Schulz Wealth's AAPL Position: Q4 2025 in Review

Schulz Wealth increased its Apple (AAPL) stake by 0.52% in Q4 2025, buying an estimated $4.56K and bringing the position to 3,303 shares worth $898K. The position accounts for 0.58% of the portfolio, ranked #28.

Schulz Wealth first reported a position in AAPL in Q4 2023 and has held it in 9 quarters since. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Schulz Wealth held 3,303 shares of Apple worth $898K as of Q4 2025.
  • Schulz Wealth bought 17 Apple shares in Q4 2025, an estimated $4.56K.
  • Apple made up 0.58% of Schulz Wealth's portfolio in Q4 2025, its #28 holding.
  • Schulz Wealth first reported a position in Apple in Q4 2023 and has held it in 9 quarters since.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.