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 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
231+ 0.9% |
$39.8K - $51.7K
|
25.9K
$5.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
229+ 2.26% |
$39.5K - $51.3K
|
10.4K
$2.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
228+ 3.28% |
$39.3K - $51K
|
7.18K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
225+ 3.93% |
$38.8K - $50.4K
|
5.95K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
223+ 1.96% |
$38.4K - $49.9K
|
11.6K
$2.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
218+ 1.36% |
$37.6K - $48.8K
|
16.3K
$3.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
209+ 1.07% |
$36K - $46.8K
|
19.7K
$4.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
206+ 20.85% |
$35.5K - $46.1K
|
1.19K
$251K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
199+ 4.22% |
$34.3K - $44.6K
|
4.91K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
194+ 3.12% |
$33.4K - $43.4K
|
6.42K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
194+ 1.47% |
$33.4K - $43.4K
|
13.4K
$2.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
193+ 0.98% |
$33.3K - $43.2K
|
20K
$4.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
190+ 0.31% |
$32.8K - $42.5K
|
60.7K
$12.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
187+ 6.73% |
$32.2K - $41.9K
|
2.97K
$623K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
180+ 1.64% |
$31K - $40.3K
|
11.1K
$2.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
177+ 2.66% |
$30.5K - $39.6K
|
6.84K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
177+ 0.38% |
$30.5K - $39.6K
|
47K
$9.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
171+ 0.29% |
$29.5K - $38.3K
|
59.8K
$12.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
167+ 5.02% |
$28.8K - $37.4K
|
3.49K
$733K
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
166+ 0.47% |
$28.6K - $37.2K
|
35.2K
$7.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
159+ 0.93% |
$27.4K - $35.6K
|
17.3K
$3.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
154+ 1.46% |
$26.6K - $34.5K
|
10.7K
$2.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
152New |
$26.2K - $34K
|
152
$31.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
152+ 0.12% |
$26.2K - $34K
|
125K
$26.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
151+ 1.3% |
$26K - $33.8K
|
11.8K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
150+ 0.46% |
$25.9K - $33.6K
|
32.9K
$6.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
150+ 10.55% |
$25.9K - $33.6K
|
1.57K
$330K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
148+ 0.2% |
$25.5K - $33.1K
|
74K
$15.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
146+ 0.63% |
$25.2K - $32.7K
|
23.3K
$4.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
142+ 2.12% |
$24.5K - $31.8K
|
6.86K
$1.44M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
140+ 0.86% |
$24.1K - $31.3K
|
16.3K
$3.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
139+ 1.91% |
$24K - $31.1K
|
7.43K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
136+ 0.46% |
$23.4K - $30.4K
|
29.8K
$6.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
134+ 1.3% |
$23.1K - $30K
|
10.5K
$2.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
134+ 3.38% |
$23.1K - $30K
|
4.1K
$861K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
130+ 0.33% |
$22.4K - $29.1K
|
39.5K
$8.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
127+ 0.09% |
$21.9K - $28.4K
|
136K
$28.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
126+ 0.13% |
$21.7K - $28.2K
|
95K
$19.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
126+ 13.04% |
$21.7K - $28.2K
|
1.09K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
122+ 0.23% |
$21K - $27.3K
|
54.3K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
119+ 2.23% |
$20.5K - $26.6K
|
5.46K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
113+ 0.48% |
$19.5K - $25.3K
|
23.7K
$4.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
105+ 0.84% |
$18.1K - $23.5K
|
12.6K
$2.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
102+ 2.66% |
$17.6K - $22.8K
|
3.94K
$827K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
100+ 0.4% |
$17.2K - $22.4K
|
25.1K
$5.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
100+ 1.58% |
$17.2K - $22.4K
|
6.42K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
100+ 0.8% |
$17.2K - $22.4K
|
12.6K
$2.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
94+ 1.83% |
$16.2K - $21K
|
5.23K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
93+ 0.29% |
$16K - $20.8K
|
32.4K
$6.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
91+ 3.04% |
$15.7K - $20.4K
|
3.09K
$648K
|