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Tucker Asset Management’s Apple AAPL Stock Holding History

Tucker Asset 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
Q4 		$3.47M Sell
12,766
-2,151
-14% -$577K 1.01% 10
2025
Q3 		$3.8M Buy
14,917
+157
+1% +$35.5K 1.14% 14
2025
Q2 		$3.03M Sell
14,760
-891
-6% -$180K 0.97% 15
2025
Q1 		$3.48M Buy
15,651
+645
+4% +$149K 1.13% 14
2024
Q4 		$3.76M Buy
15,006
+373
+3% +$87.9K 0.4% 16
2024
Q3 		$3.41M Sell
14,633
-2,105
-13% -$470K 0.79% 15
2024
Q2 		$3.53M Sell
16,738
-45
-0.3% -$8.39K 0.77% 16
2024
Q1 		$2.88M Buy
16,783
+865
+5% +$157K 0.66% 16
2023
Q4 		$3.06M Sell
15,918
-417
-3% -$77K 0.77% 18
2023
Q3 		$2.8M Buy
16,335
+130
+0.8% +$23.8K 0.75% 16
2023
Q2 		$3.14M Buy
16,205
+908
+6% +$158K 0.91% 14
2023
Q1 		$2.52M Buy
15,297
+665
+5% +$98.1K 0.75% 13
2022
Q4 		$1.9M Buy
14,632
+317
+2% +$45.3K 0.61% 7
2022
Q3 		$2.2M Buy
14,315
+2,728
+24% +$428K 0.72% 4
2022
Q2 		$1.58M Buy
11,587
+5,859
+102% +$887K 0.51% 3
2022
Q1 		$1M Sell
5,728
-533
-9% -$89.6K 0.31% 6
2021
Q4 		$1.12M Buy
6,261
+259
+4% +$40.9K 0.36% 5
2021
Q3 		$899K Buy
6,002
+374
+7% +$55.1K 0.32% 5
2021
Q2 		$771K Buy
5,628
+1,714
+44% +$222K 0.35% 6
2021
Q1 		$478K Sell
3,914
-8,030
-67% -$1.03M 0.25% 7
2020
Q4 		$1.58M Buy
+11,944
New +$1.44M 0.96% 4

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

Tucker Asset Management's AAPL Position: Q4 2025 in Review

Tucker Asset Management reduced its Apple (AAPL) stake by 14% in Q4 2025, selling an estimated $577K and leaving 12,766 shares worth $3.47M. The position accounts for 1.01% of the portfolio, ranked #10.

Tucker Asset Management first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.8M in Q3 2025. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Tucker Asset Management held 12,766 shares of Apple worth $3.47M as of Q4 2025.
  • Tucker Asset Management sold 2,151 Apple shares in Q4 2025, an estimated $577K.
  • Apple made up 1.01% of Tucker Asset Management's portfolio in Q4 2025, its #10 holding.
  • Tucker Asset Management first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • Tucker Asset Management's Apple position peaked at $3.8M in Q3 2025.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.