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SS&H Financial Advisors’s Apple AAPL Stock Holding History

SS&H Financial 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
Q4 		$19.9M Sell
73,166
-185
-0.3% -$49.7K 5.8% 4
2025
Q3 		$18.7M Buy
73,351
+235
+0.3% +$53.1K 5.68% 4
2025
Q2 		$15M Sell
73,116
-6,750
-8% -$1.36M 5.01% 4
2025
Q1 		$17.7M Sell
79,866
-870
-1% -$202K 6.62% 2
2024
Q4 		$20.2M Sell
80,736
-150
-0.2% -$35.4K 7.37% 2
2024
Q3 		$18.8M Buy
80,886
+976
+1% +$218K 6.87% 3
2024
Q2 		$16.8M Buy
79,910
+997
+1% +$186K 6.57% 4
2024
Q1 		$13.5M Buy
78,913
+50
+0.1% +$9.09K 5.64% 3
2023
Q4 		$15.2M Sell
78,863
-500
-0.6% -$92.3K 6.44% 2
2023
Q3 		$13.6M Buy
+79,363
New +$14.6M 6.36% 2
2023
Q1 		$14M Sell
85,120
-1,540
-2% -$227K 6.43% 2
2022
Q4 		$11.3M Buy
86,660
+50
+0.1% +$7.15K 5.36% 2
2022
Q3 		$12M Sell
86,610
-7,335
-8% -$1.15M 6.18% 1
2022
Q2 		$12.8M Sell
93,945
-825
-0.9% -$125K 5.93% 1
2022
Q1 		$16.5M Buy
+94,770
New +$15.9M 6.47% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SS&H Financial Advisors's AAPL Position: Q4 2025 in Review

SS&H Financial Advisors reduced its Apple (AAPL) stake by 0.25% in Q4 2025, selling an estimated $49.7K and leaving 73,166 shares worth $19.9M. The position accounts for 5.8% of the portfolio, ranked #4.

SS&H Financial Advisors first reported a position in AAPL in Q1 2022 and has held it in 15 quarters since. The position peaked at $20.2M in Q4 2024. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • SS&H Financial Advisors held 73,166 shares of Apple worth $19.9M as of Q4 2025.
  • SS&H Financial Advisors sold 185 Apple shares in Q4 2025, an estimated $49.7K.
  • Apple made up 5.8% of SS&H Financial Advisors's portfolio in Q4 2025, its #4 holding.
  • SS&H Financial Advisors first reported a position in Apple in Q1 2022 and has held it in 15 quarters since.
  • SS&H Financial Advisors's Apple position peaked at $20.2M in Q4 2024.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.