Stone Run Capital’s Apple AAPL Stock Holding History

Stone Run Capital’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	$1.78M	Hold	6,980	–	–	0.7%	41
2025 Q2	$1.43M	Hold	6,980	–	–	0.57%	45
2025 Q1	$1.55M	Hold	6,980	–	–	0.65%	40
2024 Q4	$1.75M	Sell	6,980 -100	-1%	-$23.6K	0.69%	41
2024 Q3	$1.65M	Hold	7,080	–	–	0.61%	41
2024 Q2	$1.49M	Hold	7,080	–	–	0.6%	42
2024 Q1	$1.21M	Hold	7,080	–	–	0.46%	42
2023 Q4	$1.36M	Sell	7,080 -1,653	-19%	-$305K	0.58%	41
2023 Q3	$1.5M	Hold	8,733	–	–	0.73%	35
2023 Q2	$1.69M	Hold	8,733	–	–	0.75%	36
2023 Q1	$1.44M	Sell	8,733 -100	-1%	-$14.8K	0.69%	35
2022 Q4	$1.15M	Sell	8,833 -1,900	-18%	-$272K	0.58%	37
2022 Q3	$1.48M	Sell	10,733 -1,999	-16%	-$314K	0.8%	31
2022 Q2	$1.74M	Hold	12,732	–	–	0.88%	31
2022 Q1	$2.22M	Sell	12,732 -1,000	-7%	-$168K	0.82%	37
2021 Q4	$2.44M	Hold	13,732	–	–	0.79%	38
2021 Q3	$1.94M	Hold	13,732	–	–	0.67%	40
2021 Q2	$1.88M	Buy	13,732 +36	+0.3%	+$4.66K	0.66%	40
2021 Q1	$1.67M	Sell	13,696 -352	-3%	-$45.2K	0.64%	38
2020 Q4	$1.86M	Buy	14,048 +1,155	+9%	+$139K	0.74%	37
2020 Q3	$1.49M	Sell	12,893 -2,039	-14%	-$222K	0.68%	37
2020 Q2	$1.36M	Hold	14,932	–	–	0.67%	38
2020 Q1	$949K	Buy	14,932 +92	+0.6%	+$6.77K	0.54%	40
2019 Q4	$1.09M	Sell	14,840 -312	-2%	-$20.1K	0.48%	40
2019 Q3	$848K	Hold	15,152	–	–	0.4%	43
2019 Q2	$750K	Hold	15,152	–	–	0.34%	44
2019 Q1	$719K	Hold	15,152	–	–	0.35%	44
2018 Q4	$597K	Hold	15,152	–	–	0.37%	42
2018 Q3	$855K	Hold	15,152	–	–	0.39%	48
2018 Q2	$701K	Hold	15,152	–	–	0.37%	47
2018 Q1	$635K	Hold	15,152	–	–	0.33%	49
2017 Q4	$641K	Hold	15,152	–	–	0.33%	49
2017 Q3	$684K	Hold	15,152	–	–	0.35%	50
2017 Q2	$545K	Hold	15,152	–	–	0.3%	51
2017 Q1	$544K	Hold	15,152	–	–	0.33%	50
2016 Q4	$439K	Hold	15,152	–	–	0.29%	53
2016 Q3	$429K	Hold	15,152	–	–	0.27%	54
2016 Q2	$362K	Sell	15,152 -160	-1%	-$3.98K	0.24%	55
2016 Q1	$417K	Hold	15,312	–	–	0.27%	55
2015 Q4	$402K	Hold	15,312	–	–	0.28%	55
2015 Q3	$423K	Hold	15,312	–	–	0.34%	56
2015 Q2	$480K	Hold	15,312	–	–	0.31%	61
2015 Q1	$476K	Sell	15,312 -200	-1%	-$6.04K	0.31%	63
2014 Q4	$395K	Buy	15,512 +1,320	+9%	+$35.9K	0.27%	67
2014 Q3	$357K	Buy	14,192 +96	+0.7%	+$2.36K	0.25%	72
2014 Q2	$327K	Sell	14,096 -1,416	-9%	-$30.1K	0.21%	75
2014 Q1	$298K	Hold	15,512	–	–	0.22%	71
2013 Q4	$311K	Hold	15,512	–	–	0.22%	69
2013 Q3	$264K	Buy	+15,512	New	+$257K	0.21%	67

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

Stone Run Capital's AAPL Position: Q3 2025 in Review

Stone Run Capital held its Apple (AAPL) position steady in Q3 2025 at 6,980 shares worth $1.78M. The position accounts for 0.7% of the portfolio, ranked #41.

Stone Run Capital first reported a position in AAPL in Q3 2013 and has held it in 49 quarters since. The position peaked at $2.44M in Q4 2021. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

Stone Run Capital held 6,980 shares of Apple worth $1.78M as of Q3 2025.
Stone Run Capital left its Apple share count unchanged in Q3 2025.
Apple made up 0.7% of Stone Run Capital's portfolio in Q3 2025, its #41 holding.
Stone Run Capital first reported a position in Apple in Q3 2013 and has held it in 49 quarters since.
Stone Run Capital's Apple position peaked at $2.44M in Q4 2021.
5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Stone Run Capital's 13F filing for Q3 2025, filed 14 Nov 2025.