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Stonegate Investment Group’s Apple AAPL Stock Holding History

Stonegate Investment 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 		$252M Sell
991,367
-5,323
-0.5% -$1.2M 5.86% 1
2025
Q2 		$204M Buy
996,690
+618
+0.1% +$125K 5.14% 2
2025
Q1 		$221M Sell
996,072
-6,600
-0.7% -$1.53M 5.92% 1
2024
Q4 		$251M Sell
1,002,672
-30,218
-3% -$7.12M 6.7% 1
2024
Q3 		$241M Sell
1,032,890
-5,214
-0.5% -$1.16M 6.34% 1
2024
Q2 		$219M Buy
1,038,104
+11,365
+1% +$2.12M 6.32% 1
2024
Q1 		$176M Buy
1,026,739
+8,154
+0.8% +$1.48M 5.52% 2
2023
Q4 		$196M Sell
1,018,585
-5,725
-0.6% -$1.06M 6.49% 1
2023
Q3 		$175M Sell
1,024,310
-14,833
-1% -$2.72M 6.37% 1
2023
Q2 		$202M Sell
1,039,143
-16,230
-2% -$2.83M 7.17% 1
2023
Q1 		$174M Buy
1,055,373
+20,721
+2% +$3.06M 6.53% 1
2022
Q4 		$134M Sell
1,034,652
-8,310
-0.8% -$1.19M 5.81% 2
2022
Q3 		$144M Buy
1,042,962
+3,539
+0.3% +$555K 6.61% 1
2022
Q2 		$142M Buy
1,039,423
+109,659
+12% +$16.6M 6.22% 1
2022
Q1 		$162M Sell
929,764
-1,767
-0.2% -$297K 5.33% 2
2021
Q4 		$165M Buy
+931,531
New +$147M 6.94% 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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonegate Investment Group's AAPL Position: Q3 2025 in Review

Stonegate Investment Group reduced its Apple (AAPL) stake by 0.53% in Q3 2025, selling an estimated $1.2M and leaving 991,367 shares worth $252M. The position accounts for 5.86% of the portfolio, ranked #1.

Stonegate Investment Group first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Stonegate Investment Group held 991,367 shares of Apple worth $252M as of Q3 2025.
  • Stonegate Investment Group sold 5,323 Apple shares in Q3 2025, an estimated $1.2M.
  • Apple made up 5.86% of Stonegate Investment Group's portfolio in Q3 2025, its #1 holding.
  • Stonegate Investment Group first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.