Ulysses Management’s Apple AAPL Stock Holding History

Ulysses 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 Q4	–	Sell	-120,000	Closed	-$28M	–	53
2024 Q3	$28M	Buy	+120,000	New	+$26.8M	2.65%	10
2022 Q3	–	Sell	-10,000	Closed	-$1.37M	–	48
2022 Q2	$1.37M	Hold	10,000	–	–	0.21%	37
2022 Q1	$1.75M	Buy	+10,000	New	+$1.68M	0.21%	32
2021 Q4	–	Sell	-10,000	Closed	-$1.42M	–	56
2021 Q3	$1.42M	Buy	+10,000	New	+$1.47M	0.15%	41
2019 Q3	–	Sell	-200,000	Closed	-$9.9M	–	49
2019 Q2	$9.9M	Buy	+200,000	New	+$9.75M	0.88%	21

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Ulysses Management's AAPL Position: Q1 2025 in Review

Ulysses Management sold out of Apple (AAPL) in Q1 2025, closing a stake of 3,500 shares — an estimated $811K sold.

Ulysses Management first reported a position in AAPL in Q2 2013 and held it in 22 quarters. The position peaked at $2.49M in Q4 2021. 5,590 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

Ulysses Management reported no remaining Apple position as of Q1 2025 after selling out during the quarter.
Ulysses Management sold 3,500 Apple shares in Q1 2025, an estimated $811K.
Ulysses Management first reported a position in Apple in Q2 2013 and held it in 22 quarters.
Ulysses Management's Apple position peaked at $2.49M in Q4 2021.
5,590 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Ulysses Management's 13F filing for Q1 2025, filed 15 May 2025.