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
2024 Q3	–	Sell	-64	Closed	-$95.1K	–	320
2024 Q2	$95.1K	Sell	64 -18	-22%	-$3.36K	0.04%	293
2024 Q1	$32.2K	Sell	82 -6	-7%	-$1.09K	0.01%	440
2023 Q4	$79.3K	Buy	88 +14	+19%	+$2.58K	0.04%	294
2023 Q3	$54K	Buy	74 +24	+48%	+$4.4K	0.03%	333
2023 Q2	$85K	Buy	+50	New	+$8.71K	0.05%	263
2022 Q4	$4K	Buy	24 +7	+41%	+$1K	﹤0.01%	671
2022 Q3	$7K	Sell	17 -3	-15%	-$471	0.01%	591
2022 Q2	$5K	Sell	20 -36	-64%	-$5.45K	﹤0.01%	652
2022 Q1	$200K	Sell	56 -13	-19%	-$2.19K	0.11%	168
2021 Q4	$254K	Buy	+69	New	+$10.9K	0.13%	157

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

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.