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Wealthstream Advisors’s Apple AAPL Stock Holding History

Wealthstream Advisors’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 		$4.92M Buy
19,340
+795
+4% +$180K 0.74% 17
2025
Q2 		$3.8M Buy
18,545
+441
+2% +$89.1K 0.63% 19
2025
Q1 		$4.02M Sell
18,104
-111
-0.6% -$25.7K 0.75% 15
2024
Q4 		$4.56M Buy
18,215
+1,044
+6% +$246K 0.84% 15
2024
Q3 		$4M Buy
17,171
+399
+2% +$89.1K 0.73% 17
2024
Q2 		$3.53M Buy
16,772
+1,083
+7% +$202K 1.29% 15
2024
Q1 		$2.69M Sell
15,689
-544
-3% -$98.9K 1.02% 17
2023
Q4 		$3.13M Buy
16,233
+3,277
+25% +$605K 1.29% 14
2023
Q3 		$2.22M Buy
12,956
+111
+0.9% +$20.4K 1.15% 17
2023
Q2 		$2.49M Buy
12,845
+1,123
+10% +$196K 1.31% 16
2023
Q1 		$1.93M Buy
11,722
+1,079
+10% +$159K 1.15% 17
2022
Q4 		$1.38M Buy
10,643
+373
+4% +$53.3K 0.9% 19
2022
Q3 		$1.42M Sell
10,270
-3,765
-27% -$591K 1.52% 13
2022
Q2 		$1.92M Buy
14,035
+1,790
+15% +$271K 1.94% 12
2022
Q1 		$2.14M Buy
12,245
+194
+2% +$32.6K 1.87% 11
2021
Q4 		$2.14M Buy
+12,051
New +$1.9M 1.82% 10

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

Wealthstream Advisors's AAPL Position: Q3 2025 in Review

Wealthstream Advisors increased its Apple (AAPL) stake by 4.3% in Q3 2025, buying an estimated $180K and bringing the position to 19,340 shares worth $4.92M. The position accounts for 0.74% of the portfolio, ranked #17.

Wealthstream Advisors first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Wealthstream Advisors held 19,340 shares of Apple worth $4.92M as of Q3 2025.
  • Wealthstream Advisors bought 795 Apple shares in Q3 2025, an estimated $180K.
  • Apple made up 0.74% of Wealthstream Advisors's portfolio in Q3 2025, its #17 holding.
  • Wealthstream Advisors first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.