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 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
172+ 0.4% |
$29.7K - $38.5K
|
43K
$9.88M
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
171+ 0.29% |
$29.5K - $38.3K
|
59.8K
$13.7M
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
171+ 0.84% |
$29.5K - $38.3K
|
20.4K
$4.69M
|
|
Jul 24, 2025
Q2 2025
|
Muhlenkamp & CO Inc
|
BUY
|
- |
170+ 0.27% |
$29.3K - $38.1K
|
62.6K
$14.4M
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
169+ 0.36% |
$29.1K - $37.8K
|
47.3K
$10.9M
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
167+ 5.02% |
$28.8K - $37.4K
|
3.49K
$802K
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
166+ 0.47% |
$28.6K - $37.2K
|
35.2K
$8.09M
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
163+ 4.18% |
$28.1K - $36.5K
|
4.06K
$933K
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
163+ 1.63% |
$28.1K - $36.5K
|
10.1K
$2.33M
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
162+ 0.42% |
$27.9K - $36.3K
|
39K
$8.95M
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
159+ 0.93% |
$27.4K - $35.6K
|
17.3K
$3.97M
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
159+ 4.05% |
$27.4K - $35.6K
|
4.08K
$938K
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
154+ 1.46% |
$26.6K - $34.5K
|
10.7K
$2.46M
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
154+ 0.26% |
$26.6K - $34.5K
|
59.8K
$13.7M
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
154+ 2.11% |
$26.6K - $34.5K
|
7.46K
$1.71M
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
152New |
$26.2K - $34K
|
152
$34.9K
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
152+ 0.12% |
$26.2K - $34K
|
125K
$28.7M
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
151+ 1.3% |
$26K - $33.8K
|
11.8K
$2.71M
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
150+ 0.46% |
$25.9K - $33.6K
|
32.9K
$7.55M
|
|
Jul 16, 2025
Q2 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
150+ 10.55% |
$25.9K - $33.6K
|
1.57K
$361K
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
150+ 0.59% |
$25.9K - $33.6K
|
25.4K
$5.83M
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
150+ 0.46% |
$25.9K - $33.6K
|
32.6K
$7.48M
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
148+ 0.2% |
$25.5K - $33.1K
|
74K
$17M
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
146+ 0.63% |
$25.2K - $32.7K
|
23.3K
$5.36M
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
145+ 0.35% |
$25K - $32.5K
|
42K
$9.64M
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
145+ 0.48% |
$25K - $32.5K
|
30.7K
$7.04M
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
145+ 0.34% |
$25K - $32.5K
|
42.9K
$9.85M
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
144+ 0.12% |
$24.8K - $32.2K
|
123K
$28.2M
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
143+ 0.65% |
$24.7K - $32K
|
22K
$5.06M
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
143+ 0.62% |
$24.7K - $32K
|
23.1K
$5.31M
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
142+ 2.12% |
$24.5K - $31.8K
|
6.86K
$1.57M
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
142+ 0.23% |
$24.5K - $31.8K
|
63K
$14.5M
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
141+ 0.64% |
$24.3K - $31.6K
|
22K
$5.06M
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
141+ 6.55% |
$24.3K - $31.6K
|
2.29K
$527K
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
140+ 0.86% |
$24.1K - $31.3K
|
16.3K
$3.75M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
139+ 1.91% |
$24K - $31.1K
|
7.43K
$1.71M
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
136+ 0.46% |
$23.4K - $30.4K
|
29.8K
$6.85M
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
136+ 0.37% |
$23.4K - $30.4K
|
37.4K
$8.58M
|
|
Aug 13, 2025
Q2 2025
|
True Wealth Financial Partners
|
BUY
|
- |
136+ 6.25% |
$23.4K - $30.4K
|
2.31K
$531K
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
134+ 1.3% |
$23.1K - $30K
|
10.5K
$2.41M
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
134+ 3.38% |
$23.1K - $30K
|
4.1K
$941K
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
134+ 1.38% |
$23.1K - $30K
|
9.83K
$2.26M
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
134+ 1.0% |
$23.1K - $30K
|
13.5K
$3.11M
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
133+ 2.47% |
$22.9K - $29.8K
|
5.52K
$1.27M
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
133+ 5.66% |
$22.9K - $29.8K
|
2.48K
$570K
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
133+ 0.69% |
$22.9K - $29.8K
|
19.4K
$4.46M
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
131+ 2.5% |
$22.6K - $29.3K
|
5.38K
$1.24M
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
131+ 4.93% |
$22.6K - $29.3K
|
2.79K
$640K
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
130+ 0.33% |
$22.4K - $29.1K
|
39.5K
$9.07M
|
|
Aug 14, 2025
Q2 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
130+ 0.91% |
$22.4K - $29.1K
|
14.4K
$3.31M
|