Astoria Portfolio Advisors’s Apple AAPL Stock Holding History

Astoria Portfolio 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
2026 Q1	$8.76M	Buy	32,734 +318	+1%	+$82.8K	1.87%	11
2025 Q4	$8.63M	Sell	32,416 -1,358	-4%	-$365K	1.96%	11
2025 Q3	$8.72M	Sell	33,774 -1,670	-5%	-$377K	2.29%	9
2025 Q2	$7.58M	Sell	35,444 -1,863	-5%	-$376K	2.13%	9
2025 Q1	$7.63M	Buy	37,307 +5,784	+18%	+$1.34M	2.6%	8
2024 Q4	$7.35M	Buy	31,523 +1,626	+5%	+$383K	2.62%	7
2024 Q3	$6.8M	Sell	29,897 -4	-0%	-$893	2.32%	10
2024 Q2	$6.3M	Buy	29,901 +599	+2%	+$112K	2.25%	12
2024 Q1	$5.06M	Buy	29,302 +2,088	+8%	+$380K	1.96%	15
2023 Q4	$5.15M	Buy	27,214 +1,077	+4%	+$199K	2.09%	14
2023 Q3	$4.36M	Sell	26,137 -295	-1%	-$54.1K	2.11%	11
2023 Q2	$5.04M	Buy	26,432 +124	+0.5%	+$21.6K	1.95%	13
2023 Q1	$4.36M	Sell	26,308 -2,175	-8%	-$321K	1.84%	14
2022 Q4	$3.93M	Buy	28,483 +2,810	+11%	+$402K	1.84%	13
2022 Q3	$3.55M	Buy	25,673 +383	+2%	+$60.1K	2.41%	8
2022 Q2	$3.46M	Buy	25,290 +13,301	+111%	+$2.01M	2.52%	8
2022 Q1	$2.09M	Sell	11,989 -129	-1%	-$21.7K	1.64%	12
2021 Q4	$2.15M	Buy	+12,118	New	+$1.92M	1.71%	11

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