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Sonora Investment Management Group’s Apple AAPL Stock Holding History

Sonora Investment Management 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
Q3 		$66.3M Sell
260,565
-7,209
-3% -$1.63M 4.7% 2
2025
Q2 		$54.9M Sell
267,774
-4,595
-2% -$928K 4.08% 2
2025
Q1 		$60.5M Sell
272,369
-899
-0.3% -$208K 4.79% 1
2024
Q4 		$68.4M Sell
273,268
-1,678
-0.6% -$395K 5.24% 1
2024
Q3 		$64.1M Sell
274,946
-9,877
-3% -$2.21M 4.75% 1
2024
Q2 		$48.8M Hold
284,823
– – 3.82% 2
2024
Q1 		$48.8M Sell
284,823
-4,255
-1% -$774K 3.82% 2
2023
Q4 		$55.7M Sell
289,078
-26,208
-8% -$4.84M 4.53% 1
2023
Q3 		$54M Sell
315,286
-105
-0% -$19.3K 4.62% 1
2023
Q2 		$61.2M Sell
315,391
-556
-0.2% -$96.9K 5.13% 1
2023
Q1 		$52.1M Sell
315,947
-2,889
-0.9% -$426K 4.54% 1
2022
Q4 		$41.4M Buy
318,836
+16,405
+5% +$2.34M 3.77% 1
2022
Q3 		$41.3M Buy
302,431
+264
+0.1% +$41.4K 5.31% 1
2022
Q2 		$41.3M Buy
302,167
+5,272
+2% +$798K 3.91% 1
2022
Q1 		$51.8M Buy
296,895
+2,773
+0.9% +$466K 5.87% 1
2021
Q4 		$52.2M Buy
+294,122
New +$46.5M 6.07% 1

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

Sonora Investment Management Group's AAPL Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Apple (AAPL) stake by 2.7% in Q3 2025, selling an estimated $1.63M and leaving 260,565 shares worth $66.3M. The position accounts for 4.7% of the portfolio, ranked #2.

Sonora Investment Management Group first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. The position peaked at $68.4M in Q4 2024. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Sonora Investment Management Group held 260,565 shares of Apple worth $66.3M as of Q3 2025.
  • Sonora Investment Management Group sold 7,209 Apple shares in Q3 2025, an estimated $1.63M.
  • Apple made up 4.7% of Sonora Investment Management Group's portfolio in Q3 2025, its #2 holding.
  • Sonora Investment Management Group first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Apple position peaked at $68.4M in Q4 2024.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.