ELM
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Elite Life Management’s Apple AAPL Stock Holding History

Elite Life Management’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 		$2.39M Buy
8,139
+30
+0.4% +$7.81K 2.99% 7
2025
Q4 		$2.26M Buy
8,109
+1,642
+25% +$441K 3.66% 6
2025
Q3 		$1.61M Buy
6,467
+255
+4% +$57.6K 3.29% 7
2025
Q2 		$1.27M Buy
6,212
+357
+6% +$72.1K 3.28% 7
2025
Q1 		$1.3M Buy
5,855
+67
+1% +$15.5K 4.06% 6
2024
Q4 		$1.45M Buy
5,788
+81
+1% +$19.1K 4.29% 7
2024
Q3 		$1.33M Buy
5,707
+170
+3% +$38K 4.34% 8
2024
Q2 		$1.17M Buy
5,537
+248
+5% +$46.2K 4.52% 8
2024
Q1 		$907K Buy
5,289
+289
+6% +$52.5K 4.44% 7
2023
Q4 		$963K Buy
+5,000
New +$923K 5.76% 5

Other funds holding AAPL

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
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
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