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Watts Gwilliam & Co’s Apple AAPL Stock Holding History

Watts Gwilliam & Co’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 		$24.2M Sell
94,985
-1,863
-2% -$421K 3.9% 3
2025
Q2 		$23M Sell
96,848
-5,000
-5% -$1.01M 3.78% 3
2025
Q1 		$22.6M Buy
101,848
+516
+0.5% +$120K 4.9% 2
2024
Q4 		$24.5M Sell
101,332
-2,387
-2% -$563K 5.18% 2
2024
Q3 		$23.4M Buy
+103,719
New +$23.2M 5.1% 2
2024
Q1 		$15M Buy
+80,120
New +$14.6M 4.63% 5

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

Watts Gwilliam & Co's AAPL Position: Q3 2025 in Review

Watts Gwilliam & Co reduced its Apple (AAPL) stake by 1.9% in Q3 2025, selling an estimated $421K and leaving 94,985 shares worth $24.2M. The position accounts for 3.9% of the portfolio, ranked #3.

Watts Gwilliam & Co first reported a position in AAPL in Q1 2024 and has held it in 6 quarters since. The position peaked at $24.5M in Q4 2024. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Watts Gwilliam & Co held 94,985 shares of Apple worth $24.2M as of Q3 2025.
  • Watts Gwilliam & Co sold 1,863 Apple shares in Q3 2025, an estimated $421K.
  • Apple made up 3.9% of Watts Gwilliam & Co's portfolio in Q3 2025, its #3 holding.
  • Watts Gwilliam & Co first reported a position in Apple in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Apple position peaked at $24.5M in Q4 2024.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.