Purchases and Sales Made in Q2 2025 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q2 2025. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.51K+ 2.84% |
$433K - $563K
|
91.2K
$20.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.51K+ 9.22% |
$433K - $562K
|
29.7K
$6.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.5K+ 34.26% |
$431K - $560K
|
9.81K
$2.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
2.5K+ 1.37% |
$431K - $559K
|
185K
$42.4M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
2.46K+ 11.38% |
$424K - $550K
|
24.1K
$5.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.46K+ 2.22% |
$424K - $550K
|
113K
$25.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.44KNew |
$421K - $547K
|
2.44K
$561K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.44K+ 7.83% |
$421K - $546K
|
33.6K
$7.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
2.44K+ 9.35% |
$420K - $546K
|
28.5K
$6.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.43K+ 7.06% |
$418K - $543K
|
36.8K
$8.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.42K+ 1.21% |
$416K - $541K
|
202K
$46.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.41K+ 15.8% |
$416K - $540K
|
17.7K
$4.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
2.41K+ 36.41% |
$415K - $539K
|
9.02K
$2.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.4K+ 14.63% |
$414K - $538K
|
18.8K
$4.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
2.4K+ 10.99% |
$414K - $538K
|
24.3K
$5.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.4K+ 5.31% |
$414K - $538K
|
47.7K
$10.9M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
2.39K+ 22.8% |
$412K - $536K
|
12.9K
$2.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
2.39KNew |
$411K - $534K
|
2.39K
$548K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.37K+ 12.17% |
$409K - $532K
|
21.9K
$5.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.37KNew |
$408K - $529K
|
2.37K
$543K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.37K+ 0.36% |
$408K - $529K
|
653K
$150M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.36K+ 0.69% |
$407K - $528K
|
345K
$79.2M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.35K+ 0.16% |
$405K - $525K
|
1.49M
$342M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.35K+ 2.04% |
$405K - $525K
|
117K
$26.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.34K+ 1.72% |
$403K - $523K
|
138K
$31.7M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.33K+ 5.32% |
$402K - $522K
|
46.1K
$10.6M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.32K+ 16.39% |
$399K - $519K
|
16.4K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.32K+ 7.47% |
$399K - $519K
|
33.3K
$7.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
2.31K+ 10.78% |
$398K - $517K
|
23.7K
$5.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.29K+ 1.15% |
$395K - $513K
|
201K
$46.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.29K+ 3.54% |
$395K - $512K
|
67K
$15.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
2.28KNew |
$393K - $511K
|
2.28K
$524K
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
2.28K+ 1.77% |
$392K - $510K
|
131K
$30M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
2.27K+ 23.63% |
$392K - $509K
|
11.9K
$2.73M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.26K+ 4.37% |
$389K - $505K
|
53.9K
$12.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.25K+ 3.38% |
$388K - $503K
|
68.8K
$15.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
2.24K+ 5.49% |
$386K - $501K
|
43K
$9.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
2.22K+ 32.34% |
$382K - $496K
|
9.07K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.18K+ 2.28% |
$375K - $487K
|
97.8K
$22.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.17KNew |
$373K - $485K
|
2.17K
$497K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.17K+ 0.21% |
$373K - $485K
|
1.05M
$242M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.17K+ 26.89% |
$373K - $485K
|
10.2K
$2.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.16K+ 12.36% |
$372K - $482K
|
19.6K
$4.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
2.15K+ 17.92% |
$371K - $481K
|
14.1K
$3.25M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.13K+ 0.97% |
$367K - $476K
|
222K
$51M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.12K+ 1.42% |
$366K - $476K
|
152K
$35M
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
2.12K+ 2.88% |
$365K - $474K
|
75.7K
$17.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2.1KNew |
$362K - $470K
|
2.1K
$482K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
2.1K+ 1.38% |
$362K - $470K
|
155K
$35.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.1K+ 6.15% |
$362K - $470K
|
36.2K
$8.31M
|