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Wooster Corthell Wealth Management’s Apple AAPL Stock Holding History

Wooster Corthell Wealth 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
Q2 		$2.72M Sell
13,273
-422
-3% -$85.2K 0.5% 30
2025
Q1 		$3.04M Buy
13,695
+3,566
+35% +$826K 0.62% 26
2024
Q4 		$2.54M Buy
10,129
+187
+2% +$44.1K 0.55% 23
2024
Q3 		$2.32M Sell
9,942
-306
-3% -$68.3K 0.49% 25
2024
Q2 		$2.16M Sell
10,248
-335
-3% -$62.5K 0.49% 24
2024
Q1 		$1.81M Sell
10,583
-67
-0.6% -$12.2K 0.42% 24
2023
Q4 		$2.05M Sell
10,650
-210
-2% -$38.8K 0.49% 23
2023
Q3 		$1.86M Sell
10,860
-526
-5% -$96.5K 0.49% 24
2023
Q2 		$2.21M Sell
11,386
-332
-3% -$57.9K 0.56% 23
2023
Q1 		$1.93M Sell
11,718
-121
-1% -$17.9K 0.52% 24
2022
Q4 		$1.54M Buy
11,839
+4
+0% +$572 0.44% 25
2022
Q3 		$1.64M Sell
11,835
-612
-5% -$96.1K 0.49% 24
2022
Q2 		$1.7M Sell
12,447
-1,135
-8% -$172K 0.48% 23
2022
Q1 		$2.37M Sell
13,582
-559
-4% -$94K 0.59% 21
2021
Q4 		$2.51M Sell
14,141
-49
-0.3% -$7.74K 0.59% 21
2021
Q3 		$2.01M Sell
14,190
-257
-2% -$37.8K 0.5% 21
2021
Q2 		$1.98M Sell
14,447
-64
-0.4% -$8.29K 0.5% 22
2021
Q1 		$1.77M Buy
14,511
+7,307
+101% +$938K 0.48% 22
2020
Q4 		$956K Buy
7,204
+935
+15% +$112K 0.27% 30
2020
Q3 		$726K Sell
6,269
-111
-2% -$12.1K 0.23% 31
2020
Q2 		$582K Buy
6,380
+740
+13% +$57.3K 0.2% 32
2020
Q1 		$359K Sell
5,640
-64
-1% -$4.71K 0.14% 37
2019
Q4 		$419K Sell
5,704
-8
-0.1% -$515 0.17% 29
2019
Q3 		$320K Sell
5,712
-76
-1% -$3.97K 0.14% 31
2019
Q2 		$286K Buy
5,788
+248
+4% +$12.1K 0.13% 32
2019
Q1 		$263K Buy
+5,540
New +$235K 0.12% 34

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wooster Corthell Wealth Management's AAPL Position: Q2 2025 in Review

Wooster Corthell Wealth Management reduced its Apple (AAPL) stake by 3.1% in Q2 2025, selling an estimated $85.2K and leaving 13,273 shares worth $2.72M. The position accounts for 0.5% of the portfolio, ranked #30.

Wooster Corthell Wealth Management first reported a position in AAPL in Q1 2019 and has held it in 26 quarters since. The position peaked at $3.04M in Q1 2025. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Wooster Corthell Wealth Management held 13,273 shares of Apple worth $2.72M as of Q2 2025.
  • Wooster Corthell Wealth Management sold 422 Apple shares in Q2 2025, an estimated $85.2K.
  • Apple made up 0.5% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #30 holding.
  • Wooster Corthell Wealth Management first reported a position in Apple in Q1 2019 and has held it in 26 quarters since.
  • Wooster Corthell Wealth Management's Apple position peaked at $3.04M in Q1 2025.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.