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Wela Strategies’s Apple AAPL Stock Holding History

Wela Strategies’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 		$556K Sell
2,184
-147
-6% -$33.2K 0.21% 35
2025
Q2 		$478K Sell
2,331
-31
-1% -$6.26K 0.19% 40
2025
Q1 		$525K Buy
+2,362
New +$547K 0.22% 35
2024
Q4 		– Sell
-2,344
Closed -$546K – 54
2024
Q3 		$546K Sell
2,344
-4
-0.2% -$893 0.24% 28
2024
Q2 		$495K Sell
2,348
-50
-2% -$9.32K 0.23% 32
2024
Q1 		$411K Buy
2,398
+249
+12% +$45.3K 0.19% 39
2023
Q4 		$414K Sell
2,149
-289
-12% -$53.4K 0.22% 35
2023
Q3 		$417K Sell
2,438
-118
-5% -$21.6K 0.25% 32
2023
Q2 		$496K Sell
2,556
-105
-4% -$18.3K 0.38% 25
2023
Q1 		$439K Sell
2,661
-97
-4% -$14.3K 0.23% 30
2022
Q4 		$358K Buy
2,758
+276
+11% +$39.4K 0.2% 37
2022
Q3 		$343K Sell
2,482
-3
-0.1% -$471 0.23% 29
2022
Q2 		$340K Buy
2,485
+196
+9% +$29.7K 0.2% 30
2022
Q1 		$400K Buy
2,289
+6
+0.3% +$1.01K 0.21% 30
2021
Q4 		$405K Sell
2,283
-1,014
-31% -$160K 0.2% 29
2021
Q3 		$467K Hold
3,297
– – 0.24% 28
2021
Q2 		$452K Buy
3,297
+118
+4% +$15.3K 0.18% 29
2021
Q1 		$388K Sell
3,179
-106
-3% -$13.6K 0.21% 30
2020
Q4 		$436K Buy
3,285
+111
+3% +$13.4K 0.25% 27
2020
Q3 		$368K Sell
3,174
-954
-23% -$104K 0.23% 28
2020
Q2 		$377K Buy
+4,128
New +$320K 0.24% 31
2018
Q2 		– Sell
-10,928
Closed -$458K – 30
2018
Q1 		$458K Buy
+10,928
New +$470K 0.37% 29

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

Wela Strategies's AAPL Position: Q3 2025 in Review

Wela Strategies reduced its Apple (AAPL) stake by 6.3% in Q3 2025, selling an estimated $33.2K and leaving 2,184 shares worth $556K. The position accounts for 0.21% of the portfolio, ranked #35.

Wela Strategies first reported a position in AAPL in Q1 2018 and has held it in 22 quarters since. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Wela Strategies held 2,184 shares of Apple worth $556K as of Q3 2025.
  • Wela Strategies sold 147 Apple shares in Q3 2025, an estimated $33.2K.
  • Apple made up 0.21% of Wela Strategies's portfolio in Q3 2025, its #35 holding.
  • Wela Strategies first reported a position in Apple in Q1 2018 and has held it in 22 quarters since.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.