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Wambolt & Associates’s Apple AAPL Stock Holding History

Wambolt & Associates’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
Q2 		$10M Sell
48,140
-4,385
-8% -$886K 3.37% 3
2025
Q1 		$11.7M Sell
52,525
-2,145
-4% -$497K 3.98% 1
2024
Q4 		$13.7M Sell
54,670
-28,357
-34% -$6.68M 4.38% 1
2024
Q3 		$18.8M Buy
83,027
+358
+0.4% +$79.9K 5.13% 1
2024
Q2 		$17.9M Buy
82,669
+4,228
+5% +$788K 5.2% 1
2024
Q1 		$13.3M Sell
78,441
-59,603
-43% -$10.8M 3.99% 1
2023
Q4 		$13.4M Buy
138,044
+9,681
+8% +$1.79M 4.37% 1
2023
Q3 		$10.4M Buy
128,363
+8,925
+7% +$1.64M 3.77% 1
2023
Q2 		$9.85M Buy
119,438
+1,125
+1% +$196K 3.51% 1
2023
Q1 		$8.26M Sell
118,313
-5,375
-4% -$793K 2.93% 1
2022
Q4 		$7.17M Buy
123,688
+1,523
+1% +$218K 2.76% 1
2022
Q3 		$7.42M Sell
122,165
-830
-0.7% -$130K 3.15% 1
2022
Q2 		$7.45M Buy
122,995
+1,303
+1% +$197K 3% 1
2022
Q1 		$9.25M Sell
121,692
-1,707
-1% -$287K 3.37% 1
2021
Q4 		$9.73M Sell
123,399
-430
-0.3% -$68K 3.52% 1
2021
Q3 		$7.89M Buy
123,829
+69,348
+127% +$10.2M 3.16% 1
2021
Q2 		$7.48M Buy
54,481
+31,459
+137% +$4.08M 3.18% 1
2021
Q1 		$2.83M Sell
23,022
-213
-0.9% -$27.3K 1.47% 5
2020
Q4 		$3.08M Sell
23,235
-573
-2% -$68.9K 1.84% 4
2020
Q3 		$2.76M Sell
23,808
-3,268
-12% -$357K 2.06% 3
2020
Q2 		$2.47M Sell
27,076
-276
-1% -$21.4K 1.94% 6
2020
Q1 		$1.74M Sell
27,352
-3,020
-10% -$222K 1.8% 8
2019
Q4 		$2.23M Sell
30,372
-3,040
-9% -$196K 1.7% 9
2019
Q3 		$1.87M Sell
33,412
-1,504
-4% -$78.6K 1.55% 14
2019
Q2 		$1.73M Buy
34,916
+488
+1% +$23.8K 1.46% 14
2019
Q1 		$1.72M Buy
34,428
+684
+2% +$29K 1.56% 12
2018
Q4 		$1.33M Buy
+33,744
New +$1.64M 1.47% 13

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

Wambolt & Associates's AAPL Position: Q2 2025 in Review

Wambolt & Associates reduced its Apple (AAPL) stake by 8.3% in Q2 2025, selling an estimated $886K and leaving 48,140 shares worth $10M. The position accounts for 3.37% of the portfolio, ranked #3.

Wambolt & Associates first reported a position in AAPL in Q4 2018 and has held it in 27 quarters since. The position peaked at $18.8M in Q3 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Wambolt & Associates held 48,140 shares of Apple worth $10M as of Q2 2025.
  • Wambolt & Associates sold 4,385 Apple shares in Q2 2025, an estimated $886K.
  • Apple made up 3.37% of Wambolt & Associates's portfolio in Q2 2025, its #3 holding.
  • Wambolt & Associates first reported a position in Apple in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's Apple position peaked at $18.8M in Q3 2024.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.