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Smith Anglin Financial’s Apple AAPL Stock Holding History

Smith Anglin Financial’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 		$22.7M Buy
110,455
+1,580
+1% +$319K 2.05% 12
2025
Q1 		$24.2M Buy
108,875
+1,773
+2% +$411K 2.56% 9
2024
Q4 		$26.8M Sell
107,102
-2,281
-2% -$538K 2.52% 9
2024
Q3 		$25.5M Buy
109,383
+134
+0.1% +$29.9K 2.45% 9
2024
Q2 		$23M Sell
109,249
-471
-0.4% -$87.8K 2.33% 13
2024
Q1 		$18.8M Sell
109,720
-333
-0.3% -$60.5K 1.94% 15
2023
Q4 		$21.2M Sell
110,053
-5,153
-4% -$951K 2.43% 14
2023
Q3 		$19.7M Sell
115,206
-1,601
-1% -$294K 2.4% 15
2023
Q2 		$22.7M Sell
116,807
-3,680
-3% -$641K 2.75% 13
2023
Q1 		$19.9M Buy
120,487
+2,402
+2% +$354K 2.96% 13
2022
Q4 		$15.3M Sell
118,085
-273
-0.2% -$39K 2.9% 13
2022
Q3 		$16.4M Sell
118,358
-269
-0.2% -$42.2K 3.45% 11
2022
Q2 		$16.2M Buy
118,627
+166
+0.1% +$25.1K 4.74% 7
2022
Q1 		$20.7M Sell
118,461
-1,428
-1% -$240K 4.79% 7
2021
Q4 		$21.3M Sell
119,889
-8,113
-6% -$1.28M 3.63% 9
2021
Q3 		$18.1M Buy
128,002
+22,334
+21% +$3.29M 3.53% 10
2021
Q2 		$14.5M Sell
105,668
-2,269
-2% -$294K 2.79% 13
2021
Q1 		$13.2M Buy
107,937
+2,189
+2% +$281K 2.85% 12
2020
Q4 		$14M Buy
+105,748
New +$12.7M 2.51% 14

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

Smith Anglin Financial's AAPL Position: Q2 2025 in Review

Smith Anglin Financial increased its Apple (AAPL) stake by 1.5% in Q2 2025, buying an estimated $319K and bringing the position to 110,455 shares worth $22.7M. The position accounts for 2.05% of the portfolio, ranked #12.

Smith Anglin Financial first reported a position in AAPL in Q4 2020 and has held it in 19 quarters since. The position peaked at $26.8M in Q4 2024. 5,593 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Smith Anglin Financial held 110,455 shares of Apple worth $22.7M as of Q2 2025.
  • Smith Anglin Financial bought 1,580 Apple shares in Q2 2025, an estimated $319K.
  • Apple made up 2.05% of Smith Anglin Financial's portfolio in Q2 2025, its #12 holding.
  • Smith Anglin Financial first reported a position in Apple in Q4 2020 and has held it in 19 quarters since.
  • Smith Anglin Financial's Apple position peaked at $26.8M in Q4 2024.
  • 5,593 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.