Straightline Group’s Apple AAPL Stock Holding History

Straightline 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 Q1	–	Sell	-3,628	Closed	-$908K	–	14
2024 Q4	$908K	Buy	+3,628	New	+$855K	0.6%	13

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

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

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

Norges Bank Oslo, Norway $935B AUM

Straightline Group's AAPL Position: Q1 2025 in Review

Straightline Group sold out of Apple (AAPL) in Q1 2025, closing a stake of 3,628 shares — an estimated $908K sold.

Straightline Group first reported a position in AAPL in Q4 2024 and held it in 1 quarter. The position peaked at $908K in Q4 2024. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

Straightline Group reported no remaining Apple position as of Q1 2025 after selling out during the quarter.
Straightline Group sold 3,628 Apple shares in Q1 2025, an estimated $908K.
Straightline Group first reported a position in Apple in Q4 2024 and held it in 1 quarter.
Straightline Group's Apple position peaked at $908K in Q4 2024.
5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Straightline Group's 13F filing for Q1 2025, filed 14 May 2025.