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WFA Asset Management’s Apple AAPL Stock Holding History

WFA Asset Management’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 		$7.96M Sell
34,161
-547
-2% -$124K 4.33% 9
2025
Q2 		$7.31M Sell
34,708
-2,022
-6% -$408K 4.13% 9
2025
Q1 		$6.3M Buy
36,730
+4,121
+13% +$955K 3.29% 10
2024
Q4 		$8.17M Sell
32,609
-1,552
-5% -$366K 4.41% 9
2024
Q3 		$7.96M Sell
34,161
-547
-2% -$122K 4.32% 9
2024
Q2 		$7.31M Sell
34,708
-2,022
-6% -$377K 4.13% 9
2024
Q1 		$6.3M Sell
36,730
-1,479
-4% -$269K 3.29% 10
2023
Q4 		$7.36M Sell
38,209
-323
-0.8% -$59.6K 4.02% 9
2023
Q3 		$6.6M Buy
38,532
+499
+1% +$91.5K 3.91% 8
2023
Q2 		$7.38M Sell
38,033
-166
-0.4% -$28.9K 4.37% 7
2023
Q1 		$6.3M Buy
38,199
+574
+2% +$84.7K 3.87% 9
2022
Q4 		$4.89M Buy
37,625
+1,660
+5% +$237K 3.21% 8
2022
Q3 		$4.97M Buy
35,965
+97
+0.3% +$15.2K 3.54% 9
2022
Q2 		$4.9M Buy
35,868
+50
+0.1% +$7.57K 3.43% 9
2022
Q1 		$6.25M Sell
35,818
-171
-0.5% -$28.8K 4.1% 9
2021
Q4 		$6.39M Buy
+35,989
New +$5.69M 4.17% 9

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

WFA Asset Management's AAPL Position: Q3 2025 in Review

WFA Asset Management reduced its Apple (AAPL) stake by 1.6% in Q3 2025, selling an estimated $124K and leaving 34,161 shares worth $7.96M. The position accounts for 4.33% of the portfolio, ranked #9.

WFA Asset Management first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.17M in Q4 2024. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • WFA Asset Management held 34,161 shares of Apple worth $7.96M as of Q3 2025.
  • WFA Asset Management sold 547 Apple shares in Q3 2025, an estimated $124K.
  • Apple made up 4.33% of WFA Asset Management's portfolio in Q3 2025, its #9 holding.
  • WFA Asset Management first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's Apple position peaked at $8.17M in Q4 2024.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.