Sterling Financial Group’s Apple AAPL Stock Holding History

Sterling 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 Q3	$13M	Sell	51,040 -2,002	-4%	-$452K	4.12%	9
2025 Q2	$10.9M	Buy	53,042 +42	+0.1%	+$8.48K	3.65%	10
2025 Q1	$11.8M	Sell	53,000 -557	-1%	-$129K	4.24%	10
2024 Q4	$13.4M	Sell	53,557 -196	-0.4%	-$46.2K	4.99%	7
2024 Q3	$12.5M	Sell	53,753 -60	-0.1%	-$13.4K	5.35%	8
2024 Q2	$11.3M	Sell	53,813 -2,656	-5%	-$495K	5.14%	8
2024 Q1	$9.68M	Buy	56,469 +7	+0%	+$1.27K	4.6%	10
2023 Q4	$10.9M	Sell	56,462 -536	-0.9%	-$99K	6.45%	7
2023 Q3	$9.76M	Sell	56,998 -420	-0.7%	-$77K	6.13%	9
2023 Q2	$11.1M	Sell	57,418 -630	-1%	-$110K	7.39%	7
2023 Q1	$7.54M	Hold	58,048	–	–	5.78%	8
2022 Q4	$7.54M	Buy	+58,048	New	+$8.3M	5.78%	8

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Financial Group's AAPL Position: Q3 2025 in Review

Sterling Financial Group reduced its Apple (AAPL) stake by 3.8% in Q3 2025, selling an estimated $452K and leaving 51,040 shares worth $13M. The position accounts for 4.12% of the portfolio, ranked #9.

Sterling Financial Group first reported a position in AAPL in Q4 2022 and has held it in 12 quarters since. The position peaked at $13.4M in Q4 2024. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

Sterling Financial Group held 51,040 shares of Apple worth $13M as of Q3 2025.
Sterling Financial Group sold 2,002 Apple shares in Q3 2025, an estimated $452K.
Apple made up 4.12% of Sterling Financial Group's portfolio in Q3 2025, its #9 holding.
Sterling Financial Group first reported a position in Apple in Q4 2022 and has held it in 12 quarters since.
Sterling Financial Group's Apple position peaked at $13.4M in Q4 2024.
5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.