WMS Partners’s Apple AAPL Stock Holding History

WMS Partners’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
2013 Q4	–	Sell	-14,000	Closed	-$238K	–	230
2013 Q3	$238K	Buy	+14,000	New	+$232K	0.05%	167

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

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

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

Norges Bank Oslo, Norway $935B AUM

WMS Partners's AAPL Position: Q1 2025 in Review

WMS Partners sold out of Apple (AAPL) in Q1 2025, closing a stake of 263,095 shares — an estimated $65.9M sold.

WMS Partners first reported a position in AAPL in Q2 2013 and held it in 47 quarters. The position peaked at $65.9M in Q4 2024. 5,590 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

WMS Partners reported no remaining Apple position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 263,095 Apple shares in Q1 2025, an estimated $65.9M.
WMS Partners first reported a position in Apple in Q2 2013 and held it in 47 quarters.
WMS Partners's Apple position peaked at $65.9M in Q4 2024.
5,590 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.