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Socha Financial Group’s Apple AAPL Stock Holding History

Socha Financial Group’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
Q4 		– Sell
-1,351
Closed -$344K – 16
2025
Q3 		$344K Buy
1,351
+2
+0.1% +$452 0.15% 16
2025
Q2 		$277K Buy
1,349
+1
+0.1% +$202 0.12% 18
2025
Q1 		$299K Sell
1,348
-158
-10% -$36.6K 0.15% 17
2024
Q4 		$377K Buy
1,506
+101
+7% +$23.8K 0.18% 16
2024
Q3 		$327K Buy
1,405
+2
+0.1% +$447 0.14% 15
2024
Q2 		$296K Sell
1,403
-9,602
-87% -$1.79M 0.14% 15
2024
Q1 		$1.89M Buy
11,005
+5,581
+103% +$1.01M 0.83% 10
2023
Q4 		$1.04M Buy
5,424
+3
+0.1% +$554 0.5% 11
2023
Q3 		$928K Sell
5,421
-37
-0.7% -$6.79K 0.49% 11
2023
Q2 		$1.06M Buy
5,458
+3,709
+212% +$646K 0.56% 11
2023
Q1 		$288K Buy
1,749
+49
+3% +$7.23K 0.19% 15
2022
Q4 		$221K Buy
1,700
+2
+0.1% +$286 0.16% 23
2022
Q3 		$235K Buy
1,698
+2
+0.1% +$314 0.2% 17
2022
Q2 		$232K Buy
1,696
+20
+1% +$3.03K 0.24% 14
2022
Q1 		$293K Sell
1,676
-199
-11% -$33.5K 0.24% 13
2021
Q4 		$333K Buy
+1,875
New +$296K 0.25% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Socha Financial Group's AAPL Position: Q4 2025 in Review

Socha Financial Group sold out of Apple (AAPL) in Q4 2025, closing a stake of 1,351 shares — an estimated $344K sold.

Socha Financial Group first reported a position in AAPL in Q4 2021 and held it in 16 quarters. The position peaked at $1.89M in Q1 2024. 6,111 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Socha Financial Group reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
  • Socha Financial Group sold 1,351 Apple shares in Q4 2025, an estimated $344K.
  • Socha Financial Group first reported a position in Apple in Q4 2021 and held it in 16 quarters.
  • Socha Financial Group's Apple position peaked at $1.89M in Q1 2024.
  • 6,111 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Socha Financial Group's 13F filing for Q4 2025, filed 30 Jan 2026.