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	$328	Buy	+327	New	+$87.8K	﹤0.01%	43

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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.