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Siligmueller & Norvid Wealth Advisors’s Apple AAPL Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		$4.07M Buy
15,992
+12,565
+367% +$2.84M 1.83% 18
2025
Q2 		$720K Sell
3,427
-149
-4% -$30.1K 0.28% 55
2025
Q1 		$794K Buy
3,576
+118
+3% +$27.3K 0.34% 50
2024
Q4 		$866K Buy
+3,458
New +$815K 0.37% 48

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

Siligmueller & Norvid Wealth Advisors's AAPL Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors increased its Apple (AAPL) stake by 367% in Q3 2025, buying an estimated $2.84M and bringing the position to 15,992 shares worth $4.07M. The position accounts for 1.83% of the portfolio, ranked #18.

Siligmueller & Norvid Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 4 quarters since. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 15,992 shares of Apple worth $4.07M as of Q3 2025.
  • Siligmueller & Norvid Wealth Advisors bought 12,565 Apple shares in Q3 2025, an estimated $2.84M.
  • Apple made up 1.83% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #18 holding.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 4 quarters since.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.