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Wade Financial Advisory’s Apple AAPL Stock Holding History

Wade Financial Advisory’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 		$3.46M Sell
15,580
-703
-4% -$163K 1.19% 19
2024
Q4 		$4.08M Sell
16,283
-209
-1% -$49.3K 1.38% 18
2024
Q3 		$3.84M Sell
16,492
-380
-2% -$84.9K 1.29% 19
2024
Q2 		$3.55M Sell
16,872
-1,199
-7% -$224K 1.28% 18
2024
Q1 		$3.1M Sell
18,071
-759
-4% -$138K 1.13% 19
2023
Q4 		$3.63M Sell
18,830
-973
-5% -$180K 1.37% 21
2023
Q3 		$3.39M Sell
19,803
-1,388
-7% -$255K 1.45% 20
2023
Q2 		$4.11M Sell
21,191
-752
-3% -$131K 1.63% 21
2023
Q1 		$3.62M Buy
21,943
+284
+1% +$41.9K 1.52% 21
2022
Q4 		$2.81M Sell
21,659
-274
-1% -$39.2K 1.27% 23
2022
Q3 		$3.03M Sell
21,933
-606
-3% -$95.1K 1.52% 20
2022
Q2 		$3.08M Sell
22,539
-196
-0.9% -$29.7K 1.46% 22
2022
Q1 		$3.97M Sell
22,735
-525
-2% -$88.3K 1.7% 19
2021
Q4 		$4.13M Sell
23,260
-559
-2% -$88.3K 2.15% 12
2021
Q3 		$3.37M Sell
23,819
-5,821
-20% -$857K 1.9% 14
2021
Q2 		$4.06M Buy
29,640
+8,659
+41% +$1.12M 2.23% 14
2021
Q1 		$2.56M Sell
20,981
-49
-0.2% -$6.29K 1.62% 18
2020
Q4 		$2.79M Sell
21,030
-1,845
-8% -$222K 1.87% 17
2020
Q3 		$2.65M Sell
22,875
-297
-1% -$32.4K 2.09% 15
2020
Q2 		$2.11M Buy
23,172
+2,408
+12% +$187K 1.83% 16
2020
Q1 		$1.32M Sell
20,764
-892
-4% -$65.6K 1.32% 27
2019
Q4 		$1.59M Buy
+21,656
New +$1.39M 1.4% 18

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

Wade Financial Advisory's AAPL Position: Q1 2025 in Review

Wade Financial Advisory reduced its Apple (AAPL) stake by 4.3% in Q1 2025, selling an estimated $163K and leaving 15,580 shares worth $3.46M. The position accounts for 1.19% of the portfolio, ranked #19.

Wade Financial Advisory first reported a position in AAPL in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.13M in Q4 2021. 5,591 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Wade Financial Advisory held 15,580 shares of Apple worth $3.46M as of Q1 2025.
  • Wade Financial Advisory sold 703 Apple shares in Q1 2025, an estimated $163K.
  • Apple made up 1.19% of Wade Financial Advisory's portfolio in Q1 2025, its #19 holding.
  • Wade Financial Advisory first reported a position in Apple in Q4 2019 and has held it in 22 quarters since.
  • Wade Financial Advisory's Apple position peaked at $4.13M in Q4 2021.
  • 5,591 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.