Apollon Financial’s Apple AAPL Stock Holding History

Apollon Financial’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
2026 Q1	$20.7M	Sell	81,435 -40	-0%	-$10.4K	2.86%	4
2025 Q4	$22.1M	Buy	81,475 +2,662	+3%	+$715K	3.22%	3
2025 Q3	$20.1M	Buy	78,813 +15,181	+24%	+$3.43M	3.34%	3
2025 Q2	$13.1M	Sell	63,632 -4,389	-6%	-$886K	2.73%	7
2025 Q1	$15.1M	Buy	68,021 +3,009	+5%	+$697K	3.55%	3
2024 Q4	$16.3M	Buy	65,012 +2,512	+4%	+$592K	4.03%	2
2024 Q3	$14.6M	Buy	62,500 +802	+1%	+$179K	4.28%	2
2024 Q2	$13M	Sell	61,698 -13	-0%	-$2.42K	4.2%	4
2024 Q1	$10.6M	Sell	61,711 -810	-1%	-$147K	3.66%	7
2023 Q4	$12M	Buy	+62,521	New	+$11.5M	4.74%	1

Other funds holding AAPL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

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