EFS
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Econ Financial Services’s Apple AAPL Stock Holding History

Econ 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 		– Sell
-10,046
Closed -$2.06M – 78
2025
Q2 		$2.06M Sell
10,046
-166
-2% -$33.5K 1.06% 31
2025
Q1 		$2.27M Buy
10,212
+928
+10% +$215K 1.21% 21
2024
Q4 		$2.32M Buy
+9,284
New +$2.19M 1.33% 21
2022
Q3 		– Sell
-3,672
Closed -$502K – 74
2022
Q2 		$502K Buy
3,672
+3,251
+772% +$492K 0.41% 56
2022
Q1 		$74K Buy
421
+95
+29% +$16K 0.05% 72
2021
Q4 		$58K Buy
+326
New +$51.5K 0.04% 93
2019
Q2 		$390K Buy
+7,872
New +$384K 0.54% 37

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Econ Financial Services's AAPL Position: Q3 2025 in Review

Econ Financial Services sold out of Apple (AAPL) in Q3 2025, closing a stake of 10,046 shares — an estimated $2.06M sold.

Econ Financial Services first reported a position in AAPL in Q2 2019 and held it in 7 quarters. The position peaked at $2.32M in Q4 2024. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Econ Financial Services reported no remaining Apple position as of Q3 2025 after selling out during the quarter.
  • Econ Financial Services sold 10,046 Apple shares in Q3 2025, an estimated $2.06M.
  • Econ Financial Services first reported a position in Apple in Q2 2019 and held it in 7 quarters.
  • Econ Financial Services's Apple position peaked at $2.32M in Q4 2024.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Econ Financial Services's 13F filing for Q3 2025, filed 21 Oct 2025.