Semmax Financial Advisors’s Apple AAPL Stock Holding History

Semmax Financial 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 Q2	$933K	Buy	4,068 +1,460	+56%	+$295K	0.24%	99
2025 Q1	$518K	Buy	2,608 +320	+14%	+$74.1K	0.14%	108
2024 Q4	$553K	Buy	2,288 +241	+12%	+$56.8K	0.15%	107
2024 Q3	$459K	Sell	2,047 -250	-11%	-$55.8K	0.13%	105
2024 Q2	$509K	Buy	2,297 +925	+67%	+$172K	0.15%	106
2024 Q1	$255K	Buy	1,372 +723	+111%	+$131K	0.08%	110
2023 Q4	$120K	Buy	649 +8	+1%	+$1.48K	0.04%	120
2023 Q3	$119K	Buy	+641	New	+$118K	0.05%	106
2022 Q4	$70K	Buy	514 +1	+0.2%	+$143	0.03%	104
2022 Q3	$71K	Hold	513	–	–	0.03%	103
2022 Q2	$87K	Sell	513 -160	-24%	-$24.2K	0.04%	101
2022 Q1	$117K	Sell	673 -2	-0.3%	-$336	0.05%	111
2021 Q4	$120K	Sell	675 -5,265	-89%	-$832K	0.04%	110
2021 Q3	$841K	Buy	5,940 +9	+0.2%	+$1.32K	0.29%	82
2021 Q2	$812K	Buy	5,931 +10	+0.2%	+$1.3K	0.26%	86
2021 Q1	$723K	Buy	5,921 +5,402	+1,041%	+$693K	0.26%	87
2020 Q4	$69K	Buy	519 +1	+0.2%	+$120	0.03%	116
2020 Q3	$60K	Buy	518 +422	+440%	+$46K	0.03%	108
2020 Q2	$9K	Sell	96 -72	-43%	-$5.58K	﹤0.01%	161
2020 Q1	$11K	Sell	168 -124	-42%	-$9.12K	0.01%	148
2019 Q4	$21K	Hold	292	–	–	0.01%	141
2019 Q3	$16K	Sell	292 -44	-13%	-$2.3K	0.01%	151
2019 Q2	$17K	Sell	336 -800	-70%	-$39K	0.01%	154
2019 Q1	$54K	Sell	1,136 -120	-10%	-$5.09K	0.04%	190
2018 Q4	$50K	Buy	+1,256	New	+$60.9K	0.04%	189

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

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

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

Norges Bank Oslo, Norway $935B AUM

Semmax Financial Advisors's AAPL Position: Q2 2025 in Review

Semmax Financial Advisors increased its Apple (AAPL) stake by 56% in Q2 2025, buying an estimated $295K and bringing the position to 4,068 shares worth $933K. The position accounts for 0.24% of the portfolio, ranked #99.

Semmax Financial Advisors first reported a position in AAPL in Q4 2018 and has held it in 25 quarters since. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

Semmax Financial Advisors held 4,068 shares of Apple worth $933K as of Q2 2025.
Semmax Financial Advisors bought 1,460 Apple shares in Q2 2025, an estimated $295K.
Apple made up 0.24% of Semmax Financial Advisors's portfolio in Q2 2025, its #99 holding.
Semmax Financial Advisors first reported a position in Apple in Q4 2018 and has held it in 25 quarters since.
5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.