Authentikos Wealth Advisory’s Apple AAPL Stock Holding History

Authentikos Wealth Advisory’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	$3.3M	Sell	12,994 -365	-3%	-$95K	2.23%	14
2025 Q4	$3.63M	Buy	13,359 +4,356	+48%	+$1.17M	2.4%	14
2025 Q3	$2.29M	Sell	9,003 -332	-4%	-$75K	1.52%	21
2025 Q2	$1.92M	Sell	9,335 -11,921	-56%	-$2.41M	1.33%	29
2025 Q1	$4.72M	Buy	21,256 +7,653	+56%	+$1.77M	3.69%	9
2024 Q4	$3.41M	Buy	13,603 +3,668	+37%	+$864K	3.37%	8
2024 Q3	$2.31M	Sell	9,935 -4,102	-29%	-$916K	2.23%	14
2024 Q2	$2.96M	Buy	14,037 +4,802	+52%	+$896K	2.86%	12
2024 Q1	$1.58M	Sell	9,235 -207	-2%	-$37.6K	1.59%	16
2023 Q4	$1.82M	Sell	9,442 -1,007	-10%	-$186K	1.93%	14
2023 Q3	$1.79M	Buy	10,449 +90	+0.9%	+$16.5K	1.73%	12
2023 Q2	$2.01M	Sell	10,359 -142	-1%	-$24.7K	1.9%	13
2023 Q1	$1.36M	Buy	+10,501	New	+$1.55M	1.38%	18

Other funds holding AAPL

BlackRock New York $5.72T 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 $1.56T 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