Win Advisors’s Apple AAPL Stock Holding History

Win 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 Q2	–	Sell	-4,061	Closed	-$902K	–	49
2025 Q1	$902K	Buy	+4,061	New	+$941K	0.46%	39
2024 Q1	–	Sell	-1,218	Closed	-$235K	–	55
2023 Q4	$235K	Buy	+1,218	New	+$225K	0.11%	51
2023 Q1	–	Sell	-45	Closed	-$5.85K	–	37
2022 Q4	$5.85K	Hold	45	–	–	﹤0.01%	116
2022 Q3	$6K	Hold	45	–	–	﹤0.01%	106
2022 Q2	$6K	Hold	45	–	–	0.01%	132
2022 Q1	$8K	Buy	+45	New	+$7.57K	﹤0.01%	141

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Win Advisors's AAPL Position: Q2 2025 in Review

Win Advisors sold out of Apple (AAPL) in Q2 2025, closing a stake of 4,061 shares — an estimated $902K sold.

Win Advisors first reported a position in AAPL in Q1 2022 and held it in 6 quarters. The position peaked at $902K in Q1 2025. 5,583 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

Win Advisors reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
Win Advisors sold 4,061 Apple shares in Q2 2025, an estimated $902K.
Win Advisors first reported a position in Apple in Q1 2022 and held it in 6 quarters.
Win Advisors's Apple position peaked at $902K in Q1 2025.
5,583 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Win Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.