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Shorepath Capital Management’s Apple AAPL Stock Holding History

Shorepath 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
Q2 		$9.26M Buy
45,125
+440
+1% +$88.9K 7.63% 4
2025
Q1 		$9.93M Sell
44,685
-274
-0.6% -$63.5K 7.49% 4
2024
Q4 		$11.3M Buy
44,959
+227
+0.5% +$53.5K 8.05% 4
2024
Q3 		$10.4M Sell
44,732
-977
-2% -$218K 7.63% 4
2024
Q2 		$9.63M Buy
45,709
+315
+0.7% +$58.7K 7.41% 4
2024
Q1 		$7.78M Buy
45,394
+11,082
+32% +$2.02M 6.15% 5
2023
Q4 		$6.61M Buy
+34,312
New +$6.34M 5.86% 5

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Shorepath Capital Management's AAPL Position: Q2 2025 in Review

Shorepath Capital Management increased its Apple (AAPL) stake by 0.98% in Q2 2025, buying an estimated $88.9K and bringing the position to 45,125 shares worth $9.26M. The position accounts for 7.63% of the portfolio, ranked #4.

Shorepath Capital Management first reported a position in AAPL in Q4 2023 and has held it in 7 quarters since. The position peaked at $11.3M in Q4 2024. 5,593 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Shorepath Capital Management held 45,125 shares of Apple worth $9.26M as of Q2 2025.
  • Shorepath Capital Management bought 440 Apple shares in Q2 2025, an estimated $88.9K.
  • Apple made up 7.63% of Shorepath Capital Management's portfolio in Q2 2025, its #4 holding.
  • Shorepath Capital Management first reported a position in Apple in Q4 2023 and has held it in 7 quarters since.
  • Shorepath Capital Management's Apple position peaked at $11.3M in Q4 2024.
  • 5,593 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Shorepath Capital Management's 13F filing for Q2 2025, filed 4 Aug 2025.