Transform Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $64.8M | Sell |
291,582
-1,767
| -0.6% | -$409K | 3.92% | 2 |
|
|
2024
Q4 | $73.5M | Buy |
293,349
+24,316
| +9% | +$5.73M | 4.08% | 2 |
|
|
2024
Q3 | $62.7M | Buy |
269,033
+20,897
| +8% | +$4.67M | 4.15% | 2 |
|
|
2024
Q2 | $52.3M | Buy |
248,136
+1,441
| +0.6% | +$269K | 3.92% | 3 |
|
|
2024
Q1 | $42.3M | Sell |
246,695
-21,463
| -8% | -$3.9M | 4.02% | 2 |
|
|
2023
Q4 | $51.6M | Sell |
268,158
-676
| -0.3% | -$125K | 5.03% | 1 |
|
|
2023
Q3 | $46M | Sell |
268,834
-19,131
| -7% | -$3.51M | 4.85% | 1 |
|
|
2023
Q2 | $55.9M | Buy |
287,965
+8,016
| +3% | +$1.4M | 5.02% | 1 |
|
|
2023
Q1 | $46.2M | Buy |
279,949
+26,348
| +10% | +$3.89M | 4.35% | 1 |
|
|
2022
Q4 | $33M | Buy |
253,601
+26,623
| +12% | +$3.8M | 3.69% | 2 |
|
|
2022
Q3 | $31.4M | Buy |
226,978
+15,258
| +7% | +$2.39M | 4.08% | 2 |
|
|
2022
Q2 | $28.9M | Sell |
211,720
-11,158
| -5% | -$1.69M | 4.31% | 3 |
|
|
2022
Q1 | $38.9M | Sell |
222,878
-2,745
| -1% | -$462K | 4.36% | 2 |
|
|
2021
Q4 | $40.1M | Sell |
225,623
-429
| -0.2% | -$67.8K | 4.18% | 2 |
|
|
2021
Q3 | $32M | Buy |
226,052
+1,454
| +0.6% | +$214K | 3.67% | 3 |
|
|
2021
Q2 | $30.8M | Buy |
224,598
+85,979
| +62% | +$11.1M | 3.76% | 2 |
|
|
2021
Q1 | $16.9M | Sell |
138,619
-9,741
| -7% | -$1.25M | 3.4% | 3 |
|
|
2020
Q4 | $19.7M | Sell |
148,360
-102,360
| -41% | -$12.3M | 4.12% | 1 |
|
|
2020
Q3 | $29M | Sell |
250,720
-11,372
| -4% | -$1.24M | 4.68% | 1 |
|
|
2020
Q2 | $23.9M | Sell |
262,092
-640
| -0.2% | -$49.6K | 4.09% | 1 |
|
|
2020
Q1 | $16.7M | Buy |
262,732
+32,156
| +14% | +$2.36M | 3.56% | 2 |
|
|
2019
Q4 | $16.9M | Buy |
230,576
+4,336
| +2% | +$279K | 2.68% | 3 |
|
|
2019
Q3 | $12.7M | Sell |
226,240
-29,180
| -11% | -$1.53M | 2.25% | 6 |
|
|
2019
Q2 | $12.6M | Sell |
255,420
-13,836
| -5% | -$674K | 1.86% | 9 |
|
|
2019
Q1 | $12.8M | Sell |
269,256
-8,968
| -3% | -$380K | 2.38% | 4 |
|
|
2018
Q4 | $11M | Buy |
278,224
+3,924
| +1% | +$190K | 2.26% | 4 |
|
|
2018
Q3 | $15.5M | Sell |
274,300
-4,700
| -2% | -$245K | 2.69% | 3 |
|
|
2018
Q2 | $12.9M | Buy |
279,000
+6,556
| +2% | +$297K | 2.34% | 3 |
|
|
2018
Q1 | $11.4M | Sell |
272,444
-7,192
| -3% | -$310K | 2.17% | 2 |
|
|
2017
Q4 | $11.8M | Buy |
279,636
+161,400
| +137% | +$6.74M | 2.18% | 2 |
|
|
2017
Q3 | $4.56M | Buy |
118,236
+35,260
| +42% | +$1.37M | 1.59% | 8 |
|
|
2017
Q2 | $2.99M | Buy |
82,976
+10,448
| +14% | +$386K | 3.37% | 5 |
|
|
2017
Q1 | $2.6M | Buy |
72,528
+3,664
| +5% | +$121K | 0.97% | 23 |
|
|
2016
Q4 | $1.99M | Buy |
68,864
+3,924
| +6% | +$111K | 0.79% | 28 |
|
|
2016
Q3 | $1.83M | Buy |
64,940
+3,396
| +6% | +$89.9K | 0.79% | 31 |
|
|
2016
Q2 | $1.47M | Buy |
+61,544
| New | +$1.53M | 0.62% | 47 |
|
Other funds holding AAPL
Transform Wealth's AAPL Position: Q1 2025 in Review
Transform Wealth reduced its Apple (AAPL) stake by 0.6% in Q1 2025, selling an estimated $409K and leaving 291,582 shares worth $64.8M. The position accounts for 3.92% of the portfolio, ranked #2.
Transform Wealth first reported a position in AAPL in Q2 2016 and has held it in 36 quarters since. The position peaked at $73.5M in Q4 2024. 5,590 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.
- Transform Wealth held 291,582 shares of Apple worth $64.8M as of Q1 2025.
- Transform Wealth sold 1,767 Apple shares in Q1 2025, an estimated $409K.
- Apple made up 3.92% of Transform Wealth's portfolio in Q1 2025, its #2 holding.
- Transform Wealth first reported a position in Apple in Q2 2016 and has held it in 36 quarters since.
- Transform Wealth's Apple position peaked at $73.5M in Q4 2024.
- 5,590 funds tracked by Wall St. Rank held Apple as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.