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Schwerin Boyle Capital Management’s Apple AAPL Stock Holding History

Schwerin Boyle Capital Management’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
Q3 		– Sell
-1,007
Closed -$207K – 48
2025
Q2 		$207K Hold
1,007
– – 0.02% 49
2025
Q1 		$224K Sell
1,007
-84,193
-99% -$19.5M 0.02% 53
2024
Q4 		$21.3M Buy
85,200
+250
+0.3% +$58.9K 2.19% 14
2024
Q3 		$19.8M Sell
84,950
-71,365
-46% -$15.9M 2.07% 16
2024
Q2 		$32.9M Sell
156,315
-15,800
-9% -$2.95M 3.45% 9
2024
Q1 		$29.5M Sell
172,115
-450
-0.3% -$81.8K 2.94% 12
2023
Q4 		$33.2M Sell
172,565
-16,335
-9% -$3.02M 3.71% 9
2023
Q3 		$32.3M Sell
188,900
-8,355
-4% -$1.53M 3.8% 9
2023
Q2 		$38.3M Sell
197,255
-8,935
-4% -$1.56M 3.61% 11
2023
Q1 		$34M Sell
206,190
-28,500
-12% -$4.21M 3.49% 12
2022
Q4 		$30.5M Sell
234,690
-2,225
-0.9% -$318K 3.08% 11
2022
Q3 		$32.7M Buy
236,915
+650
+0.3% +$102K 3.56% 9
2022
Q2 		$32.3M Sell
236,265
-325
-0.1% -$49.2K 3.3% 11
2022
Q1 		$41.3M Sell
236,590
-8,680
-4% -$1.46M 3.44% 9
2021
Q4 		$43.6M Sell
245,270
-18,900
-7% -$2.99M 3.54% 9
2021
Q3 		$37.4M Hold
264,170
– – 3.15% 11
2021
Q2 		$36.2M Sell
264,170
-1,000
-0.4% -$130K 2.98% 14
2021
Q1 		$32.4M Sell
265,170
-197,950
-43% -$25.4M 2.88% 14
2020
Q4 		$61.5M Sell
463,120
-3,880
-0.8% -$467K 5.73% 3
2020
Q3 		$54.1M Sell
467,000
-5,800
-1% -$633K 6.21% 3
2020
Q2 		$43.1M Sell
472,800
-99,220
-17% -$7.69M 5.42% 5
2020
Q1 		$36.4M Sell
572,020
-2,360
-0.4% -$174K 5.08% 7
2019
Q4 		$42.2M Buy
574,380
+1,200
+0.2% +$77.2K 4.03% 7
2019
Q3 		$32.1M Sell
573,180
-300
-0.1% -$15.7K 3.31% 11
2019
Q2 		$28.4M Sell
573,480
-5,200
-0.9% -$253K 2.96% 12
2019
Q1 		$27.5M Buy
578,680
+313,080
+118% +$13.3M 3.02% 12
2018
Q4 		$10.5M Buy
+265,600
New +$12.9M 1.32% 25

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schwerin Boyle Capital Management's AAPL Position: Q3 2025 in Review

Schwerin Boyle Capital Management sold out of Apple (AAPL) in Q3 2025, closing a stake of 1,007 shares — an estimated $207K sold.

Schwerin Boyle Capital Management first reported a position in AAPL in Q4 2018 and held it in 27 quarters. The position peaked at $61.5M in Q4 2020. 5,595 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Schwerin Boyle Capital Management reported no remaining Apple position as of Q3 2025 after selling out during the quarter.
  • Schwerin Boyle Capital Management sold 1,007 Apple shares in Q3 2025, an estimated $207K.
  • Schwerin Boyle Capital Management first reported a position in Apple in Q4 2018 and held it in 27 quarters.
  • Schwerin Boyle Capital Management's Apple position peaked at $61.5M in Q4 2020.
  • 5,595 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Schwerin Boyle Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.