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U.S. Wealth Group’s Apple AAPL Stock Holding History

U.S. Wealth Group’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 		$7.68M Sell
28,246
-182
-0.6% -$48.9K 5.06% 6
2025
Q3 		$7.24M Buy
28,428
+2,921
+11% +$660K 4.73% 6
2025
Q2 		$5.23M Sell
25,507
-1,410
-5% -$285K 4.08% 8
2025
Q1 		$5.98M Sell
26,917
-1,428
-5% -$331K 4.74% 5
2024
Q4 		$7.1M Buy
+28,345
New +$6.68M 5.37% 5

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

U.S. Wealth Group's AAPL Position: Q4 2025 in Review

U.S. Wealth Group reduced its Apple (AAPL) stake by 0.64% in Q4 2025, selling an estimated $48.9K and leaving 28,246 shares worth $7.68M. The position accounts for 5.06% of the portfolio, ranked #6.

U.S. Wealth Group 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.

  • U.S. Wealth Group held 28,246 shares of Apple worth $7.68M as of Q4 2025.
  • U.S. Wealth Group sold 182 Apple shares in Q4 2025, an estimated $48.9K.
  • Apple made up 5.06% of U.S. Wealth Group's portfolio in Q4 2025, its #6 holding.
  • U.S. Wealth Group 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 U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.