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US Financial Advisors’s Apple AAPL Stock Holding History

US Financial Advisors’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
Q1 		$8.63M Buy
38,873
+24,817
+177% +$5.75M 2.55% 14
2024
Q4 		$3.52M Buy
14,056
+376
+3% +$88.6K 1.08% 26
2024
Q3 		$3.19M Sell
13,680
-856
-6% -$191K 0.99% 28
2024
Q2 		$3.06M Sell
14,536
-520
-3% -$97K 1.03% 27
2024
Q1 		$2.58M Buy
15,056
+229
+2% +$41.6K 0.89% 25
2023
Q4 		$2.85M Buy
14,827
+1,148
+8% +$212K 1.06% 26
2023
Q3 		$2.34M Sell
13,679
-613
-4% -$112K 0.97% 26
2023
Q2 		$2.77M Sell
14,292
-100
-0.7% -$17.4K 1.18% 24
2023
Q1 		$2.37M Buy
14,392
+380
+3% +$56.1K 1.06% 25
2022
Q4 		$1.82M Buy
14,012
+1,124
+9% +$161K 0.91% 26
2022
Q3 		$1.78M Buy
12,888
+1,471
+13% +$231K 1% 25
2022
Q2 		$1.56M Hold
11,417
– – 0.88% 23
2022
Q1 		$1.99M Hold
11,417
– – 0.96% 22
2021
Q4 		$2.03M Buy
11,417
+637
+6% +$101K 0.92% 21
2021
Q3 		$1.52M Hold
10,780
– – 0.76% 24
2021
Q2 		$1.48M Sell
10,780
-5,786
-35% -$750K 0.72% 24
2021
Q1 		$2.02M Sell
16,566
-783
-5% -$101K 0.56% 40
2020
Q4 		$2.3M Buy
+17,349
New +$2.09M 0.69% 33
2016
Q2 		$216K Hold
7,912
– – 0.43% 42
2016
Q1 		$216K Sell
7,912
-21,668
-73% -$540K 0.38% 41
2015
Q4 		$779K Buy
29,580
+9,556
+48% +$273K 0.74% 24
2015
Q3 		$552K Buy
20,024
+4,852
+32% +$142K 0.92% 21
2015
Q2 		$476K Sell
15,172
-10,800
-42% -$345K 0.45% 29
2015
Q1 		$808K Buy
25,972
+84
+0.3% +$2.54K 0.73% 21
2014
Q4 		$714K Buy
+25,888
New +$704K 0.64% 25

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

US Financial Advisors's AAPL Position: Q1 2025 in Review

US Financial Advisors increased its Apple (AAPL) stake by 177% in Q1 2025, buying an estimated $5.75M and bringing the position to 38,873 shares worth $8.63M. The position accounts for 2.55% of the portfolio, ranked #14.

US Financial Advisors first reported a position in AAPL in Q4 2014 and has held it in 25 quarters since. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • US Financial Advisors held 38,873 shares of Apple worth $8.63M as of Q1 2025.
  • US Financial Advisors bought 24,817 Apple shares in Q1 2025, an estimated $5.75M.
  • Apple made up 2.55% of US Financial Advisors's portfolio in Q1 2025, its #14 holding.
  • US Financial Advisors first reported a position in Apple in Q4 2014 and has held it in 25 quarters since.
  • 5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.