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 19, 2025
Q2 2025
|
Cim, LLC
|
BUY
|
- |
49+ 0.06% |
$8.45K - $11K
|
77.3K
$20.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
47+ 0.26% |
$8.1K - $10.5K
|
18K
$4.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Beddow Capital Management Inc
|
BUY
|
- |
47+ 1.84% |
$8.1K - $10.5K
|
2.6K
$702K
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
46+ 1.06% |
$7.93K - $10.3K
|
4.38K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
46+ 0.75% |
$7.93K - $10.3K
|
6.16K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
46+ 2.77% |
$7.93K - $10.3K
|
1.71K
$462K
|
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
45+ 0.03% |
$7.76K - $10.1K
|
145K
$39.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
44+ 0.55% |
$7.59K - $9.85K
|
8K
$2.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
44+ 0.12% |
$7.59K - $9.85K
|
35.6K
$9.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
44+ 0.23% |
$7.59K - $9.85K
|
18.8K
$5.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
43+ 0.73% |
$7.41K - $9.63K
|
5.97K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
43+ 0.66% |
$7.41K - $9.63K
|
6.58K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
43+ 0.12% |
$7.41K - $9.63K
|
34.6K
$9.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
42+ 0.08% |
$7.24K - $9.4K
|
53K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
42+ 0.7% |
$7.24K - $9.4K
|
6.03K
$1.63M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
40+ 0.04% |
$6.9K - $8.96K
|
92.2K
$24.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
40+ 0.49% |
$6.9K - $8.96K
|
8.28K
$2.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
40+ 0.8% |
$6.9K - $8.96K
|
5.07K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.31% |
$6.72K - $8.73K
|
12.4K
$3.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
39+ 0.09% |
$6.72K - $8.73K
|
42K
$11.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
38+ 0.97% |
$6.55K - $8.51K
|
3.94K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
38+ 0.25% |
$6.55K - $8.51K
|
15K
$4.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
37+ 1.55% |
$6.38K - $8.28K
|
2.42K
$655K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
36+ 0.07% |
$6.21K - $8.06K
|
54.2K
$14.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
36+ 0.29% |
$6.21K - $8.06K
|
12.6K
$3.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
36+ 1.52% |
$6.21K - $8.06K
|
2.41K
$651K
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
35+ 0.23% |
$6.03K - $7.84K
|
15.3K
$4.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
35+ 0.07% |
$6.03K - $7.84K
|
47.2K
$12.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
35+ 0.08% |
$6.03K - $7.84K
|
44.7K
$12.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
35+ 0.18% |
$6.03K - $7.84K
|
20K
$5.42M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
35+ 0.6% |
$6.03K - $7.84K
|
5.88K
$1.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
33+ 0.09% |
$5.69K - $7.39K
|
34.9K
$9.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
33+ 0.09% |
$5.69K - $7.39K
|
37.9K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
32+ 0.02% |
$5.52K - $7.16K
|
170K
$45.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
32+ 0.12% |
$5.52K - $7.16K
|
27.8K
$7.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
32+ 0.38% |
$5.52K - $7.16K
|
8.44K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
32+ 0.02% |
$5.52K - $7.16K
|
134K
$36.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
32+ 0.23% |
$5.52K - $7.16K
|
14.2K
$3.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
32+ 2.95% |
$5.52K - $7.16K
|
1.12K
$302K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
32+ 0.26% |
$5.52K - $7.16K
|
12.5K
$3.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
31+ 0.32% |
$5.35K - $6.94K
|
9.79K
$2.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
31+ 0.54% |
$5.35K - $6.94K
|
5.8K
$1.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
30+ 0.04% |
$5.17K - $6.72K
|
69.7K
$18.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
30+ 0.34% |
$5.17K - $6.72K
|
8.83K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
30+ 0.48% |
$5.17K - $6.72K
|
6.26K
$1.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
29+ 0.22% |
$5K - $6.49K
|
13.5K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
29+ 0.01% |
$5K - $6.49K
|
300K
$81.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
28+ 1.04% |
$4.83K - $6.27K
|
2.72K
$736K
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
28+ 4.24% |
$4.83K - $6.27K
|
688
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
28+ 0.76% |
$4.83K - $6.27K
|
3.7K
$999K
|