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Abich Financial Wealth Management’s Apple AAPL Stock Holding History

Abich Financial Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.16M Buy
+4,540
New +$1.03M 0.41% 20
2024
Q3 		$13.5K Sell
58
-3,291
-98% -$735K 0.03% 176
2024
Q2 		$705K Buy
3,349
+129
+4% +$24.1K 0.48% 10
2024
Q1 		$552K Buy
3,220
+437
+16% +$79.5K 0.43% 13
2023
Q4 		$536K Buy
+2,783
New +$514K 0.51% 11

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abich Financial Wealth Management's AAPL Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Apple (AAPL) in Q3 2025: 4,540 shares worth $1.16M. The stake represents 0.41% of the portfolio and ranks #20 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in AAPL as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 5 quarters since. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Abich Financial Wealth Management held 4,540 shares of Apple worth $1.16M as of Q3 2025.
  • Apple was a new Abich Financial Wealth Management position in Q3 2025.
  • Apple made up 0.41% of Abich Financial Wealth Management's portfolio in Q3 2025, its #20 holding.
  • Abich Financial Wealth Management first reported a position in Apple in Q4 2023 and has held it in 5 quarters since.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.