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Spectrum Wealth Counsel’s Apple AAPL Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$26.7M Buy
120,395
+17,997
+18% +$4.17M 3.21% 4
2024
Q4 		$25.6M Sell
102,398
-421
-0.4% -$99.2K 3.01% 4
2024
Q3 		$24M Sell
102,819
-6,584
-6% -$1.47M 2.83% 5
2024
Q2 		$23M Sell
109,403
-16,203
-13% -$3.02M 2.92% 5
2024
Q1 		$21.5M Sell
125,606
-4,494
-3% -$817K 2.64% 6
2023
Q4 		$25M Buy
+130,100
New +$24M 3.47% 4

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Spectrum Wealth Counsel's AAPL Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Apple (AAPL) stake by 18% in Q1 2025, buying an estimated $4.17M and bringing the position to 120,395 shares worth $26.7M. The position accounts for 3.21% of the portfolio, ranked #4.

Spectrum Wealth Counsel first reported a position in AAPL in Q4 2023 and has held it in 6 quarters since. 5,590 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Spectrum Wealth Counsel held 120,395 shares of Apple worth $26.7M as of Q1 2025.
  • Spectrum Wealth Counsel bought 17,997 Apple shares in Q1 2025, an estimated $4.17M.
  • Apple made up 3.21% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #4 holding.
  • Spectrum Wealth Counsel first reported a position in Apple in Q4 2023 and has held it in 6 quarters since.
  • 5,590 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.