Bard Financial Services’s Apple AAPL Stock Holding History

Bard Financial Services’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	$117M	Sell	459,568 -4,295	-0.9%	-$970K	12.84%	1
2025 Q2	$95.2M	Sell	463,863 -11,865	-2%	-$2.4M	11.36%	1
2025 Q1	$106M	Sell	475,728 -12,989	-3%	-$3.01M	12.92%	1
2024 Q4	$122M	Buy	488,717 +3,795	+0.8%	+$894K	14.68%	1
2024 Q3	$113M	Sell	484,922 -76,260	-14%	-$17M	13.34%	1
2024 Q2	$118M	Sell	561,182 -7,190	-1%	-$1.34M	12.22%	1
2024 Q1	$97.5M	Sell	568,372 -16,855	-3%	-$3.06M	10.35%	1
2023 Q4	$113M	Buy	585,227 +5,400	+0.9%	+$997K	12.63%	1
2023 Q3	$99.3M	Sell	579,827 -1,315	-0.2%	-$241K	12.27%	1
2023 Q2	$113M	Sell	581,142 -6,400	-1%	-$1.12M	8.54%	1
2023 Q1	$96.9M	Sell	587,542 -4,000	-0.7%	-$590K	7.76%	1
2022 Q4	$76.9M	Sell	591,542 -4,055	-0.7%	-$580K	6.53%	1
2022 Q3	$82.3M	Sell	595,597 -5,990	-1%	-$940K	7.72%	1
2022 Q2	$82.2M	Buy	601,587 +340	+0.1%	+$51.5K	7.51%	1
2022 Q1	$105M	Sell	601,247 -5,000	-0.8%	-$841K	8.55%	1
2021 Q4	$108M	Sell	606,247 -7,090	-1%	-$1.12M	8.68%	1
2021 Q3	$86.8M	Sell	613,337 -4,955	-0.8%	-$729K	7.69%	1
2021 Q2	$84.7M	Sell	618,292 -675	-0.1%	-$87.5K	7.53%	1
2021 Q1	$75.6M	Sell	618,967 -22,186	-3%	-$2.85M	7.33%	1
2020 Q4	$85.1M	Buy	+641,153	New	+$77.1M	8.52%	1

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

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return