EF
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Elite Financial’s Apple AAPL Stock Holding History

Elite 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
2025
Q2 		– Sell
-264
Closed -$58K – 54
2025
Q1 		$58K Buy
+264
New +$61.2K 0.03% 80

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Elite Financial's AAPL Position: Q2 2025 in Review

Elite Financial sold out of Apple (AAPL) in Q2 2025, closing a stake of 264 shares — an estimated $58K sold.

Elite Financial first reported a position in AAPL in Q1 2025 and held it in 1 quarter. The position peaked at $58K in Q1 2025. 5,584 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Elite Financial reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
  • Elite Financial sold 264 Apple shares in Q2 2025, an estimated $58K.
  • Elite Financial first reported a position in Apple in Q1 2025 and held it in 1 quarter.
  • Elite Financial's Apple position peaked at $58K in Q1 2025.
  • 5,584 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Elite Financial's 13F filing for Q2 2025, filed 11 Aug 2025.