Tassel Capital Management’s Apple AAPL Stock Holding History

Tassel Capital Management’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 Q2	–	Sell	-999	Closed	-$222K	–	35
2025 Q1	$222K	Sell	999 -376	-27%	-$87.1K	0.19%	35
2024 Q4	$344K	Buy	+1,375	New	+$324K	0.31%	26

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

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

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

Norges Bank Oslo, Norway $935B AUM

Tassel Capital Management's AAPL Position: Q2 2025 in Review

Tassel Capital Management sold out of Apple (AAPL) in Q2 2025, closing a stake of 999 shares — an estimated $222K sold.

Tassel Capital Management first reported a position in AAPL in Q4 2024 and held it in 2 quarters. The position peaked at $344K in Q4 2024. 5,584 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

Tassel Capital Management reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
Tassel Capital Management sold 999 Apple shares in Q2 2025, an estimated $222K.
Tassel Capital Management first reported a position in Apple in Q4 2024 and held it in 2 quarters.
Tassel Capital Management's Apple position peaked at $344K in Q4 2024.
5,584 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Tassel Capital Management's 13F filing for Q2 2025, filed 16 Jul 2025.