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Financial Gravity Companies’s Apple AAPL Stock Holding History

Financial Gravity Companies’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 		$5.97M Buy
+29,122
New +$5.88M 1.17% 22
2024
Q4 		$8.8M Buy
+35,159
New +$8.29M 2.01% 15
2018
Q4 		$275K Buy
+6,604
New +$320K 0.25% 85
2018
Q1 		$491K Buy
11,112
+6,256
+129% +$269K 0.5% 32
2017
Q4 		$203K Buy
+4,856
New +$203K 0.23% 78

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

Financial Gravity Companies's AAPL Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Apple (AAPL) in Q2 2025: 29,122 shares worth $5.97M. The stake represents 1.17% of the portfolio and ranks #22 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AAPL as recently as Q4 2024.

Financial Gravity Companies first reported a position in AAPL in Q4 2017 and has held it in 5 quarters since. The position peaked at $8.8M in Q4 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Financial Gravity Companies held 29,122 shares of Apple worth $5.97M as of Q2 2025.
  • Apple was a new Financial Gravity Companies position in Q2 2025.
  • Apple made up 1.17% of Financial Gravity Companies's portfolio in Q2 2025, its #22 holding.
  • Financial Gravity Companies first reported a position in Apple in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's Apple position peaked at $8.8M in Q4 2024.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.