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
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
499+ 1.33% |
$86K - $112K
|
38.2K
$8.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
497+ 2.65% |
$85.7K - $111K
|
19.3K
$4.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
496+ 1.84% |
$85.5K - $111K
|
27.5K
$6.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
495+ 2.5% |
$85.3K - $111K
|
20.3K
$4.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
492+ 1.22% |
$84.8K - $110K
|
40.7K
$9.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
491+ 3.97% |
$84.7K - $110K
|
12.9K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
491+ 1.53% |
$84.7K - $110K
|
32.5K
$7.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
491+ 2.03% |
$84.7K - $110K
|
24.7K
$5.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
485+ 11.5% |
$83.6K - $109K
|
4.7K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
484+ 2.46% |
$83.5K - $108K
|
20.1K
$4.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
483+ 1.72% |
$83.3K - $108K
|
28.6K
$6.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
482+ 4.0% |
$83.1K - $108K
|
12.5K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
482+ 0.52% |
$83.1K - $108K
|
92.9K
$21.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
481+ 1.38% |
$82.9K - $108K
|
35.3K
$8.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
479+ 1.69% |
$82.6K - $107K
|
28.8K
$6.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
478+ 2.5% |
$82.4K - $107K
|
19.6K
$4.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
477+ 0.75% |
$82.2K - $107K
|
64.2K
$14.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
477+ 2.38% |
$82.2K - $107K
|
20.5K
$4.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
475+ 0.6% |
$81.9K - $106K
|
79.8K
$18.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
474+ 1.81% |
$81.7K - $106K
|
26.7K
$6.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
472+ 35.12% |
$81.4K - $106K
|
1.82K
$417K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
472+ 5.82% |
$81.4K - $106K
|
8.58K
$1.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
472+ 0.88% |
$81.4K - $106K
|
54.3K
$12.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
471+ 0.54% |
$81.2K - $105K
|
87.4K
$20.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
468+ 8.18% |
$80.7K - $105K
|
6.19K
$1.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
468+ 7.43% |
$80.7K - $105K
|
6.76K
$1.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
467+ 4.36% |
$80.5K - $105K
|
11.2K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
465+ 5.97% |
$80.2K - $104K
|
8.26K
$1.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
463+ 3.17% |
$79.8K - $104K
|
15.1K
$3.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
459+ 1.94% |
$79.1K - $103K
|
24.1K
$5.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
459+ 4.79% |
$79.1K - $103K
|
10K
$2.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
456+ 4.52% |
$78.6K - $102K
|
10.5K
$2.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
454+ 1.04% |
$78.3K - $102K
|
44.2K
$10.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
454+ 1.17% |
$78.3K - $102K
|
39.2K
$9M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
454+ 2.05% |
$78.3K - $102K
|
22.6K
$5.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
453+ 3.14% |
$78.1K - $101K
|
14.9K
$3.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
451+ 5.25% |
$77.8K - $101K
|
9.04K
$2.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
451+ 0.36% |
$77.8K - $101K
|
125K
$28.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
449+ 4.14% |
$77.4K - $101K
|
11.3K
$2.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
448+ 0.28% |
$77.2K - $100K
|
158K
$36.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
448+ 1.91% |
$77.2K - $100K
|
23.9K
$5.49M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
447+ 0.45% |
$77.1K - $100K
|
99K
$22.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
444+ 6.86% |
$76.6K - $99.4K
|
6.92K
$1.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
444+ 0.92% |
$76.6K - $99.4K
|
48.7K
$11.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
442+ 1.73% |
$76.2K - $99K
|
25.9K
$5.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
441+ 2.44% |
$76K - $98.7K
|
18.5K
$4.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
440+ 0.83% |
$75.9K - $98.5K
|
53.7K
$12.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
440+ 0.98% |
$75.9K - $98.5K
|
45.1K
$10.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
438+ 0.63% |
$75.5K - $98.1K
|
69.9K
$16M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
437+ 3.35% |
$75.3K - $97.8K
|
13.5K
$3.1M
|