SIP
AAPL icon

Sellwood Investment Partners’s Apple AAPL Stock Holding History

Sellwood Investment Partners’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 		– Sell
-135
Closed -$34.4K – 60
2025
Q3 		$34.4K Buy
135
+71
+111% +$16K 0.01% 54
2025
Q2 		$13.1K Hold
64
– – 0.01% 43
2025
Q1 		$14.2K Sell
64
-525
-89% -$122K 0.01% 33
2024
Q4 		$147K Buy
+589
New +$139K 0.08% 29

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

Sellwood Investment Partners's AAPL Position: Q4 2025 in Review

Sellwood Investment Partners sold out of Apple (AAPL) in Q4 2025, closing a stake of 135 shares — an estimated $34.4K sold.

Sellwood Investment Partners first reported a position in AAPL in Q4 2024 and held it in 4 quarters. The position peaked at $147K in Q4 2024. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Sellwood Investment Partners reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
  • Sellwood Investment Partners sold 135 Apple shares in Q4 2025, an estimated $34.4K.
  • Sellwood Investment Partners first reported a position in Apple in Q4 2024 and held it in 4 quarters.
  • Sellwood Investment Partners's Apple position peaked at $147K in Q4 2024.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Sellwood Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.