Vantage Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $21.8M | Sell |
80,355
-1,255
| -2% | -$337K | 4.72% | 5 |
|
|
2025
Q3 | $20.8M | Sell |
81,610
-1,109
| -1% | -$251K | 4.52% | 10 |
|
|
2025
Q2 | $17M | Sell |
82,719
-3,562
| -4% | -$719K | 3.85% | 22 |
|
|
2025
Q1 | $19.2M | Sell |
86,281
-900
| -1% | -$209K | 4.33% | 8 |
|
|
2024
Q4 | $21.8M | Sell |
87,181
-7,912
| -8% | -$1.86M | 4.7% | 5 |
|
|
2024
Q3 | $22.2M | Sell |
95,093
-7,297
| -7% | -$1.63M | 4.79% | 2 |
|
|
2024
Q2 | $21.6M | Buy |
102,390
+835
| +0.8% | +$156K | 4.97% | 3 |
|
|
2024
Q1 | $17.4M | Buy |
101,555
+9,230
| +10% | +$1.68M | 4.06% | 15 |
|
|
2023
Q4 | $17.8M | Buy |
92,325
+5,317
| +6% | +$982K | 3.91% | 18 |
|
|
2023
Q3 | $14.9M | Buy |
87,008
+277
| +0.3% | +$50.8K | 3.73% | 15 |
|
|
2023
Q2 | $16.8M | Sell |
86,731
-555
| -0.6% | -$96.7K | 4.32% | 10 |
|
|
2023
Q1 | $14.4M | Sell |
87,286
-18,674
| -18% | -$2.76M | 3.99% | 18 |
|
|
2022
Q4 | $13.8M | Sell |
105,960
-3,784
| -3% | -$541K | 3.55% | 23 |
|
|
2022
Q3 | $15.2M | Sell |
109,744
-380
| -0.3% | -$59.6K | 4.18% | 13 |
|
|
2022
Q2 | $15.1M | Sell |
110,124
-436
| -0.4% | -$66K | 4.25% | 13 |
|
|
2022
Q1 | $19.3M | Sell |
110,560
-924
| -0.8% | -$155K | 4.29% | 7 |
|
|
2021
Q4 | $19.8M | Buy |
111,484
+3,214
| +3% | +$508K | 4.38% | 8 |
|
|
2021
Q3 | $15.3M | Sell |
108,270
-1,648
| -1% | -$243K | 3.93% | 15 |
|
|
2021
Q2 | $15.1M | Buy |
109,918
+1,084
| +1% | +$140K | 3.68% | 16 |
|
|
2021
Q1 | $13.3M | Sell |
108,834
-1,105
| -1% | -$142K | 3.4% | 17 |
|
|
2020
Q4 | $14.6M | Buy |
109,939
+37
| +0% | +$4.45K | 3.92% | 10 |
|
|
2020
Q3 | $12.7M | Sell |
109,902
-17,134
| -13% | -$1.87M | 4.09% | 8 |
|
|
2020
Q2 | $11.6M | Sell |
127,036
-1,240
| -1% | -$96.1K | 4.17% | 9 |
|
|
2020
Q1 | $8.15M | Sell |
128,276
-46,844
| -27% | -$3.44M | 3.47% | 22 |
|
|
2019
Q4 | $12.9M | Sell |
175,120
-22,172
| -11% | -$1.43M | 4.78% | 1 |
|
|
2019
Q3 | $11M | Buy |
197,292
+1,060
| +0.5% | +$55.4K | 4.51% | 2 |
|
|
2019
Q2 | $9.71M | Buy |
196,232
+748
| +0.4% | +$36.4K | 4.01% | 9 |
|
|
2019
Q1 | $9.28M | Buy |
195,484
+2,540
| +1% | +$108K | 4.13% | 11 |
|
|
2018
Q4 | $7.61M | Sell |
192,944
-10,652
| -5% | -$516K | 3.93% | 17 |
|
|
2018
Q3 | $11.5M | Sell |
203,596
-1,476
| -0.7% | -$76.9K | 4.96% | 3 |
|
|
2018
Q2 | $9.49M | Sell |
205,072
-1,876
| -0.9% | -$85.1K | 4.56% | 5 |
|
|
2018
Q1 | $8.68M | Sell |
206,948
-27,520
| -12% | -$1.18M | 4.41% | 6 |
|
|
2017
Q4 | $9.03M | Hold |
234,468
| – | – | 4.79% | 6 |
|
|
2017
Q3 | $9.03M | Buy |
234,468
+1,036
| +0.4% | +$40.2K | 4.79% | 6 |
|
|
2017
Q2 | $8.4M | Sell |
233,432
-5,420
| -2% | -$200K | 4.48% | 8 |
|
|
2017
Q1 | $8.58M | Sell |
238,852
-92,848
| -28% | -$3.06M | 4.68% | 5 |
|
|
2016
Q4 | $9.6M | Sell |
331,700
-8,200
| -2% | -$232K | 5.28% | 3 |
|
|
2016
Q3 | $9.61M | Buy |
339,900
+14,376
| +4% | +$381K | 5.47% | 2 |
|
|
2016
Q2 | $7.78M | Buy |
325,524
+1,820
| +0.6% | +$45.2K | 4.95% | 11 |
|
|
2016
Q1 | $8.82M | Buy |
323,704
+2,680
| +0.8% | +$66.8K | 5.59% | 2 |
|
|
2015
Q4 | $8.45M | Sell |
321,024
-592
| -0.2% | -$16.9K | 4.85% | 4 |
|
|
2015
Q3 | $8.87M | Buy |
321,616
+11,404
| +4% | +$334K | 5.41% | 1 |
|
|
2015
Q2 | $9.73M | Buy |
310,212
+136
| +0% | +$4.35K | 5.65% | 1 |
|
|
2015
Q1 | $9.65M | Sell |
310,076
-40,920
| -12% | -$1.24M | 5.6% | 1 |
|
|
2014
Q4 | $9.69M | Sell |
350,996
-11,580
| -3% | -$315K | 5.66% | 1 |
|
|
2014
Q3 | $9.13M | Buy |
362,576
+2,560
| +0.7% | +$62.8K | 5.85% | 1 |
|
|
2014
Q2 | $8.56M | Sell |
360,016
-100,640
| -22% | -$2.14M | 5.69% | 1 |
|
|
2014
Q1 | $8.83M | Buy |
460,656
+9,520
| +2% | +$181K | 5.64% | 1 |
|
|
2013
Q4 | $9.04M | Buy |
451,136
+150,388
| +50% | +$2.84M | 5.84% | 1 |
|
|
2013
Q3 | $5.12M | Buy |
300,748
+112
| +0% | +$1.86K | 4.03% | 13 |
|
|
2013
Q2 | $4.26M | Buy |
+300,636
| New | +$4.62M | 3.38% | 23 |
|
Other funds holding AAPL
Vantage Wealth's AAPL Position: Q4 2025 in Review
Vantage Wealth reduced its Apple (AAPL) stake by 1.5% in Q4 2025, selling an estimated $337K and leaving 80,355 shares worth $21.8M. The position accounts for 4.72% of the portfolio, ranked #5.
Vantage Wealth first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $22.2M in Q3 2024. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.
- Vantage Wealth held 80,355 shares of Apple worth $21.8M as of Q4 2025.
- Vantage Wealth sold 1,255 Apple shares in Q4 2025, an estimated $337K.
- Apple made up 4.72% of Vantage Wealth's portfolio in Q4 2025, its #5 holding.
- Vantage Wealth first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
- Vantage Wealth's Apple position peaked at $22.2M in Q3 2024.
- 6,092 funds tracked by Wall St. Rank held Apple as of Q4 2025.
Based on Vantage Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.