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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
2022
Q1 		– Sell
-1,000
Closed -$5K – 66
2021
Q4 		$5K Buy
+1,000
New +$158K ﹤0.01% 63

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
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.