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Terra Alpha Investments’s Apple AAPL Stock Holding History

Terra Alpha Investments’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
Q4 		$6.94M Buy
25,539
+3,598
+16% +$966K 7.1% 2
2025
Q3 		$5.59M Buy
21,941
+1,992
+10% +$450K 5.7% 4
2025
Q2 		$4.09M Sell
19,949
-155
-0.8% -$31.3K 4.26% 10
2025
Q1 		$4.47M Sell
20,104
-2,925
-13% -$678K 4.85% 5
2024
Q4 		$5.77M Buy
+23,029
New +$5.43M 5.84% 3

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Terra Alpha Investments's AAPL Position: Q4 2025 in Review

Terra Alpha Investments increased its Apple (AAPL) stake by 16% in Q4 2025, buying an estimated $966K and bringing the position to 25,539 shares worth $6.94M. The position accounts for 7.1% of the portfolio, ranked #2.

Terra Alpha Investments first reported a position in AAPL in Q4 2024 and has held it in 5 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Terra Alpha Investments held 25,539 shares of Apple worth $6.94M as of Q4 2025.
  • Terra Alpha Investments bought 3,598 Apple shares in Q4 2025, an estimated $966K.
  • Apple made up 7.1% of Terra Alpha Investments's portfolio in Q4 2025, its #2 holding.
  • Terra Alpha Investments first reported a position in Apple in Q4 2024 and has held it in 5 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Terra Alpha Investments's 13F filing for Q4 2025, filed 5 Feb 2026.