Von Berge Wealth Management Group’s Apple AAPL Stock Holding History

Von Berge Wealth Management 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 Q3	–	Sell	-10,336	Closed	-$2.22M	–	1
2025 Q2	$2.22M	Sell	10,336 -427	-4%	-$86.2K	1.24%	19
2025 Q1	$2.24M	Sell	10,763 -3,061	-22%	-$709K	1.45%	17
2024 Q4	$3.28M	Sell	13,824 -746	-5%	-$176K	1.99%	16
2024 Q3	$3.24M	Sell	14,570 -951	-6%	-$212K	2.01%	16
2024 Q2	$3.36M	Buy	15,521 +155	+1%	+$28.9K	2.14%	15
2024 Q1	$2.63M	Sell	15,366 -408	-3%	-$74.2K	1.7%	16
2023 Q4	$2.93M	Sell	15,774 -725	-4%	-$134K	2.25%	14
2023 Q3	$2.82M	Buy	16,499 +2	+0%	+$367	2.41%	12
2023 Q2	$3.2M	Buy	16,497 +74	+0.5%	+$12.9K	2.65%	12
2023 Q1	$2.73M	Sell	16,423 -43	-0.3%	-$6.34K	2.44%	12
2022 Q4	$2.4M	Sell	16,466 -2,890	-15%	-$413K	2.16%	15
2022 Q3	$2.72M	Buy	19,356 +2	+0%	+$314	2.89%	11
2022 Q2	$2.82M	Buy	19,354 +41	+0.2%	+$6.21K	2.93%	11
2022 Q1	$3.19M	Buy	19,313 +2	+0%	+$336	2.91%	11
2021 Q4	$3.38M	Buy	+19,311	New	+$3.05M	3.11%	10

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Von Berge Wealth Management Group's AAPL Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Apple (AAPL) in Q3 2025, closing a stake of 10,336 shares — an estimated $2.22M sold.

Von Berge Wealth Management Group first reported a position in AAPL in Q4 2021 and held it in 15 quarters. The position peaked at $3.38M in Q4 2021. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Apple position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 10,336 Apple shares in Q3 2025, an estimated $2.22M.
Von Berge Wealth Management Group first reported a position in Apple in Q4 2021 and held it in 15 quarters.
Von Berge Wealth Management Group's Apple position peaked at $3.38M in Q4 2021.
5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.