SSA
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SSA Swiss Advisors’s Apple AAPL Stock Holding History

SSA Swiss 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 		$5.14M Sell
18,813
-215
-1% -$57.7K 2.4% 12
2025
Q3 		$4.85M Sell
19,028
-55
-0.3% -$12.4K 2.25% 13
2025
Q2 		$4.07M Buy
19,083
+979
+5% +$198K 1.96% 16
2025
Q1 		$4.02M Buy
+18,104
New +$4.19M 2.06% 11

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

SSA Swiss Advisors's AAPL Position: Q4 2025 in Review

SSA Swiss Advisors reduced its Apple (AAPL) stake by 1.1% in Q4 2025, selling an estimated $57.7K and leaving 18,813 shares worth $5.14M. The position accounts for 2.4% of the portfolio, ranked #12.

SSA Swiss Advisors first reported a position in AAPL in Q1 2025 and has held it in 4 quarters since. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • SSA Swiss Advisors held 18,813 shares of Apple worth $5.14M as of Q4 2025.
  • SSA Swiss Advisors sold 215 Apple shares in Q4 2025, an estimated $57.7K.
  • Apple made up 2.4% of SSA Swiss Advisors's portfolio in Q4 2025, its #12 holding.
  • SSA Swiss Advisors first reported a position in Apple in Q1 2025 and has held it in 4 quarters since.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on SSA Swiss Advisors's 13F filing for Q4 2025, filed 26 Feb 2026.