Willow Creek Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.5M | Buy |
60,737
+29
| +0% | +$6.55K | 1.27% | 23 |
|
|
2025
Q2 | $12.5M | Buy |
60,708
+190
| +0.3% | +$38.4K | 1.12% | 26 |
|
|
2025
Q1 | $13.4M | Buy |
60,518
+123
| +0.2% | +$28.5K | 1.31% | 21 |
|
|
2024
Q4 | $15.1M | Sell |
60,395
-1,068
| -2% | -$252K | 1.54% | 19 |
|
|
2024
Q3 | $14.3M | Sell |
61,463
-545
| -0.9% | -$122K | 1.51% | 19 |
|
|
2024
Q2 | $13.1M | Buy |
62,008
+770
| +1% | +$144K | 1.49% | 20 |
|
|
2024
Q1 | $10.5M | Sell |
61,238
-729
| -1% | -$133K | 1.23% | 23 |
|
|
2023
Q4 | $11.9M | Buy |
61,967
+2,117
| +4% | +$391K | 1.5% | 19 |
|
|
2023
Q3 | $10.2M | Sell |
59,850
-4,576
| -7% | -$839K | 1.53% | 14 |
|
|
2023
Q2 | $12.5M | Buy |
64,426
+4,531
| +8% | +$790K | 1.77% | 15 |
|
|
2023
Q1 | $9.88M | Buy |
59,895
+701
| +1% | +$103K | 1.52% | 15 |
|
|
2022
Q4 | $7.69M | Sell |
59,194
-6,911
| -10% | -$988K | 1.28% | 16 |
|
|
2022
Q3 | $9.14M | Sell |
66,105
-105,772
| -62% | -$16.6M | 1.77% | 12 |
|
|
2022
Q2 | $23.5M | Buy |
171,877
+3,635
| +2% | +$550K | 4.36% | 6 |
|
|
2022
Q1 | $29.4M | Sell |
168,242
-213
| -0.1% | -$35.8K | 5.9% | 4 |
|
|
2021
Q4 | $29.9M | Sell |
168,455
-6,957
| -4% | -$1.1M | 6.18% | 4 |
|
|
2021
Q3 | $24.8M | Buy |
175,412
+690
| +0.4% | +$102K | 5.5% | 4 |
|
|
2021
Q2 | $23.9M | Buy |
174,722
+112,240
| +180% | +$14.5M | 5.71% | 4 |
|
|
2021
Q1 | $7.63M | Sell |
62,482
-2,816
| -4% | -$361K | 2.8% | 6 |
|
|
2020
Q4 | $8.66M | Sell |
65,298
-2,867
| -4% | -$345K | 3.26% | 7 |
|
|
2020
Q3 | $7.89M | Buy |
68,165
+27,725
| +69% | +$3.03M | 3.26% | 9 |
|
|
2020
Q2 | $3.69M | Sell |
40,440
-2,204
| -5% | -$171K | 1.66% | 11 |
|
|
2020
Q1 | $2.71M | Buy |
42,644
+356
| +0.8% | +$26.2K | 1.36% | 12 |
|
|
2019
Q4 | $3.1M | Sell |
42,288
-1,824
| -4% | -$117K | 1.42% | 12 |
|
|
2019
Q3 | $2.47M | Sell |
44,112
-200
| -0.5% | -$10.5K | 1.14% | 13 |
|
|
2019
Q2 | $2.19M | Buy |
44,312
+444
| +1% | +$21.6K | 1.05% | 13 |
|
|
2019
Q1 | $2.08M | Buy |
43,868
+96
| +0.2% | +$4.07K | 1.05% | 13 |
|
|
2018
Q4 | $1.73M | Sell |
43,772
-8,896
| -17% | -$431K | 0.92% | 13 |
|
|
2018
Q3 | $2.97M | Buy |
52,668
+5,776
| +12% | +$301K | 1.66% | 8 |
|
|
2018
Q2 | $2.17M | Sell |
46,892
-14,496
| -24% | -$657K | 1.22% | 9 |
|
|
2018
Q1 | $2.58M | Buy |
61,388
+316
| +0.5% | +$13.6K | 1.38% | 9 |
|
|
2017
Q4 | $2.58M | Sell |
61,072
-360
| -0.6% | -$15K | 1.7% | 8 |
|
|
2017
Q3 | $2.37M | Buy |
61,432
+4,164
| +7% | +$162K | 1.54% | 7 |
|
|
2017
Q2 | $2.06M | Buy |
57,268
+5,076
| +10% | +$188K | 1.39% | 7 |
|
|
2017
Q1 | $1.87M | Sell |
52,192
-2,432
| -4% | -$80.1K | 1.29% | 8 |
|
|
2016
Q4 | $1.58M | Buy |
54,624
+2,852
| +6% | +$80.9K | 1.17% | 8 |
|
|
2016
Q3 | $1.46M | Sell |
51,772
-1,748
| -3% | -$46.3K | 1.15% | 8 |
|
|
2016
Q2 | $1.28M | Buy |
53,520
+876
| +2% | +$21.8K | 1.04% | 9 |
|
|
2016
Q1 | $1.43M | Sell |
52,644
-2,112
| -4% | -$52.6K | 1.3% | 8 |
|
|
2015
Q4 | $1.44M | Buy |
54,756
+4
| +0% | +$114 | 1.3% | 7 |
|
|
2015
Q3 | $1.51M | Sell |
54,752
-84
| -0.2% | -$2.46K | 1.39% | 7 |
|
|
2015
Q2 | $1.72M | Sell |
54,836
-648
| -1% | -$20.7K | 1.6% | 6 |
|
|
2015
Q1 | $1.73M | Buy |
55,484
+840
| +2% | +$25.4K | 1.62% | 6 |
|
|
2014
Q4 | $1.51M | Buy |
+54,644
| New | +$1.49M | 1.48% | 7 |
|
Other funds holding AAPL
Willow Creek Wealth Management's AAPL Position: Q3 2025 in Review
Willow Creek Wealth Management increased its Apple (AAPL) stake by 0.05% in Q3 2025, buying an estimated $6.55K and bringing the position to 60,737 shares worth $15.5M. The position accounts for 1.27% of the portfolio, ranked #23.
Willow Creek Wealth Management first reported a position in AAPL in Q4 2014 and has held it in 44 quarters since. The position peaked at $29.9M in Q4 2021. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.
- Willow Creek Wealth Management held 60,737 shares of Apple worth $15.5M as of Q3 2025.
- Willow Creek Wealth Management bought 29 Apple shares in Q3 2025, an estimated $6.55K.
- Apple made up 1.27% of Willow Creek Wealth Management's portfolio in Q3 2025, its #23 holding.
- Willow Creek Wealth Management first reported a position in Apple in Q4 2014 and has held it in 44 quarters since.
- Willow Creek Wealth Management's Apple position peaked at $29.9M in Q4 2021.
- 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.
Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.