TSWM
AAPL icon

Tyler-Stone Wealth Management’s Apple AAPL Stock Holding History

Tyler-Stone Wealth 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 		$22.8M Buy
111,121
+21
+0% +$4.24K 3.67% 3
2025
Q1 		$24.7M Sell
111,100
-6,732
-6% -$1.56M 4.43% 2
2024
Q4 		$29.5M Buy
117,832
+1,488
+1% +$351K 5.25% 2
2024
Q3 		$27.1M Buy
116,344
+60,145
+107% +$13.4M 5.12% 2
2024
Q2 		$11.8M Sell
56,199
-361
-0.6% -$67.3K 4.86% 2
2024
Q1 		$9.7M Sell
56,560
-2,046
-3% -$372K 4.29% 2
2023
Q4 		$11.3M Buy
58,606
+550
+0.9% +$102K 5.65% 1
2023
Q3 		$9.94M Sell
58,056
-423
-0.7% -$77.6K 5.67% 1
2023
Q2 		$11.3M Buy
+58,479
New +$10.2M 6.4% 1
2022
Q4 		$7.3M Buy
56,226
+358
+0.6% +$51.2K 4.97% 1
2022
Q3 		$7.72M Buy
55,868
+1,144
+2% +$180K 5.89% 1
2022
Q2 		$7.48M Sell
54,724
-504
-0.9% -$76.3K 4.99% 1
2022
Q1 		$9.64M Buy
55,228
+2,649
+5% +$445K 5.3% 1
2021
Q4 		$9.34M Buy
+52,579
New +$8.31M 4.94% 1

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tyler-Stone Wealth Management's AAPL Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Apple (AAPL) stake by 0.02% in Q2 2025, buying an estimated $4.24K and bringing the position to 111,121 shares worth $22.8M. The position accounts for 3.67% of the portfolio, ranked #3.

Tyler-Stone Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 14 quarters since. The position peaked at $29.5M in Q4 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Tyler-Stone Wealth Management held 111,121 shares of Apple worth $22.8M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 21 Apple shares in Q2 2025, an estimated $4.24K.
  • Apple made up 3.67% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #3 holding.
  • Tyler-Stone Wealth Management first reported a position in Apple in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Apple position peaked at $29.5M in Q4 2024.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.