SSIM
AAPL icon

Sheets Smith Investment Management’s Apple AAPL Stock Holding History

Sheets Smith Investment 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 		$485K Buy
+1,903
New +$430K 0.31% 87
2025
Q1 		– Sell
-9,937
Closed -$2.49M – 43
2024
Q4 		$2.49M Buy
+9,937
New +$2.34M 2.11% 12

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

Sheets Smith Investment Management's AAPL Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in Apple (AAPL) in Q3 2025: 1,903 shares worth $485K. The stake represents 0.31% of the portfolio and ranks #87 among its holdings. This is a return to the name: Sheets Smith Investment Management previously reported a position in AAPL as recently as Q4 2024.

Sheets Smith Investment Management first reported a position in AAPL in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.49M in Q4 2024. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Sheets Smith Investment Management held 1,903 shares of Apple worth $485K as of Q3 2025.
  • Apple was a new Sheets Smith Investment Management position in Q3 2025.
  • Apple made up 0.31% of Sheets Smith Investment Management's portfolio in Q3 2025, its #87 holding.
  • Sheets Smith Investment Management first reported a position in Apple in Q4 2024 and has held it in 2 quarters since.
  • Sheets Smith Investment Management's Apple position peaked at $2.49M in Q4 2024.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.