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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
87+ 0.9% |
$15K - $19.5K
|
9.7K
$2.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
87+ 0.16% |
$15K - $19.5K
|
53.3K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
82+ 0.43% |
$14.1K - $18.4K
|
19.1K
$4.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
80+ 0.19% |
$13.8K - $17.9K
|
41.4K
$8.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
80+ 2.84% |
$13.8K - $17.9K
|
2.9K
$609K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
78+ 3.67% |
$13.4K - $17.5K
|
2.2K
$462K
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
77+ 0.23% |
$13.3K - $17.2K
|
33.8K
$7.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
75+ 4.89% |
$12.9K - $16.8K
|
1.61K
$338K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
74+ 0.13% |
$12.8K - $16.6K
|
55.8K
$11.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
72+ 0.27% |
$12.4K - $16.1K
|
26.5K
$5.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
72+ 0.31% |
$12.4K - $16.1K
|
22.9K
$4.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
71+ 0.69% |
$12.2K - $15.9K
|
10.4K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
65+ 0.27% |
$11.2K - $14.6K
|
23.7K
$4.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
64+ 0.78% |
$11K - $14.3K
|
8.32K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
63+ 0.09% |
$10.9K - $14.1K
|
71.9K
$15.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
62+ 1.94% |
$10.7K - $13.9K
|
3.26K
$685K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
58+ 3.02% |
$10K - $13K
|
1.98K
$415K
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
57+ 1.13% |
$9.83K - $12.8K
|
5.11K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
57+ 0.26% |
$9.83K - $12.8K
|
22K
$4.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
57+ 0.2% |
$9.83K - $12.8K
|
28.5K
$5.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
54+ 0.37% |
$9.31K - $12.1K
|
14.5K
$3.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
54+ 0.59% |
$9.31K - $12.1K
|
9.28K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
53+ 0.25% |
$9.14K - $11.9K
|
20.9K
$4.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
50+ 0.06% |
$8.62K - $11.2K
|
86.7K
$18.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50+ 2.81% |
$8.62K - $11.2K
|
1.83K
$384K
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
46+ 1.06% |
$7.93K - $10.3K
|
4.38K
$921K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
46+ 0.75% |
$7.93K - $10.3K
|
6.16K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
45+ 0.03% |
$7.76K - $10.1K
|
145K
$30.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
43+ 0.73% |
$7.41K - $9.63K
|
5.97K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
42+ 0.08% |
$7.24K - $9.4K
|
53K
$11.1M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
40+ 0.04% |
$6.9K - $8.96K
|
92.2K
$19.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.31% |
$6.72K - $8.73K
|
12.4K
$2.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
38+ 0.97% |
$6.55K - $8.51K
|
3.94K
$828K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
38+ 0.25% |
$6.55K - $8.51K
|
15K
$3.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
36+ 0.07% |
$6.21K - $8.06K
|
54.2K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
35+ 0.23% |
$6.03K - $7.84K
|
15.3K
$3.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
32+ 0.02% |
$5.52K - $7.16K
|
170K
$35.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
32+ 0.12% |
$5.52K - $7.16K
|
27.8K
$5.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
32+ 0.38% |
$5.52K - $7.16K
|
8.44K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
32+ 0.02% |
$5.52K - $7.16K
|
134K
$28.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
31+ 0.32% |
$5.35K - $6.94K
|
9.79K
$2.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
30+ 0.04% |
$5.17K - $6.72K
|
69.7K
$14.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
30+ 0.34% |
$5.17K - $6.72K
|
8.83K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
27+ 0.34% |
$4.66K - $6.05K
|
7.88K
$1.65M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
26+ 0.55% |
$4.48K - $5.82K
|
4.75K
$997K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
26+ 0.47% |
$4.48K - $5.82K
|
5.56K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
26+ 1.82% |
$4.48K - $5.82K
|
1.45K
$305K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
26+ 0.87% |
$4.48K - $5.82K
|
3.01K
$631K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
25+ 0.22% |
$4.31K - $5.6K
|
11.3K
$2.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
25+ 0.17% |
$4.31K - $5.6K
|
15K
$3.14M
|