WT Asset Management’s Apple AAPL Stock Holding History

WT 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 Q2	–	Sell	-114,100	Closed	-$25.3M	–	36
2025 Q1	$25.3M	Buy	+114,100	New	+$26.4M	2.96%	11
2024 Q3	–	Sell	-380,103	Closed	-$80.1M	–	32
2024 Q2	$80.1M	Buy	+380,103	New	+$70.9M	7.8%	6
2021 Q2	–	Sell	-373,200	Closed	-$45.6M	–	15
2021 Q1	$45.6M	Sell	373,200 -669,201	-64%	-$85.9M	7.66%	5
2020 Q4	$138M	Buy	1,042,401 +440,686	+73%	+$53M	22.68%	1
2020 Q3	$69.7M	Buy	601,715 +82,663	+16%	+$9.02M	16.43%	3
2020 Q2	$47.3M	Buy	+519,052	New	+$40.2M	11.39%	4
2020 Q1	–	Sell	-293,600	Closed	-$21.6M	–	27
2019 Q4	$21.6M	Buy	293,600 +113,600	+63%	+$7.31M	6.66%	5
2019 Q3	$10.1M	Buy	+180,000	New	+$9.41M	3.88%	10
2019 Q2	–	Sell	-18,800	Closed	-$893K	–	36
2019 Q1	$893K	Buy	+18,800	New	+$797K	0.35%	20

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

WT Asset Management's AAPL Position: Q2 2025 in Review

WT Asset Management sold out of Apple (AAPL) in Q2 2025, closing a stake of 114,100 shares — an estimated $25.3M sold.

WT Asset Management first reported a position in AAPL in Q1 2019 and held it in 9 quarters. The position peaked at $138M in Q4 2020. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

WT Asset Management reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
WT Asset Management sold 114,100 Apple shares in Q2 2025, an estimated $25.3M.
WT Asset Management first reported a position in Apple in Q1 2019 and held it in 9 quarters.
WT Asset Management's Apple position peaked at $138M in Q4 2020.
5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on WT Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.