ALM First Financial Advisors’s Apple AAPL Stock Holding History

ALM First Financial Advisors’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 Q1	–	Sell	-1,050	Closed	-$218K	–	24
2024 Q4	$218K	Buy	+1,050	New	+$247K	0.05%	25

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ALM First Financial Advisors's AAPL Position: Q1 2025 in Review

ALM First Financial Advisors sold out of Apple (AAPL) in Q1 2025, closing a stake of 1,050 shares — an estimated $218K sold.

ALM First Financial Advisors first reported a position in AAPL in Q4 2024 and held it in 1 quarter. The position peaked at $218K in Q4 2024. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

ALM First Financial Advisors reported no remaining Apple position as of Q1 2025 after selling out during the quarter.
ALM First Financial Advisors sold 1,050 Apple shares in Q1 2025, an estimated $218K.
ALM First Financial Advisors first reported a position in Apple in Q4 2024 and held it in 1 quarter.
ALM First Financial Advisors's Apple position peaked at $218K in Q4 2024.
5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on ALM First Financial Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.