Gries Financial’s Apple AAPL Stock Holding History

Gries 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 Q3	$8.1M	Buy	31,810 +1,902	+6%	+$430K	1.28%	11
2025 Q2	$6.14M	Sell	29,908 -1,860	-6%	-$376K	1.12%	11
2025 Q1	$7.06M	Sell	31,768 -1,256	-4%	-$291K	1.37%	11
2024 Q4	$8.27M	Buy	33,024 +879	+3%	+$207K	1.47%	13
2024 Q3	$7.49M	Buy	32,145 +5,343	+20%	+$1.19M	1.4%	11
2024 Q2	$5.65M	Sell	26,802 -30,789	-53%	-$5.74M	1.16%	11
2024 Q1	$9.88M	Buy	57,591 +15,347	+36%	+$2.79M	1.65%	10
2023 Q4	$8.13M	Buy	42,244 +2,027	+5%	+$374K	1.79%	10
2023 Q3	$6.89M	Sell	40,217 -3,525	-8%	-$646K	1.86%	8
2023 Q2	$8.48M	Buy	43,742 +125	+0.3%	+$21.8K	2.34%	8
2023 Q1	$7.19M	Buy	43,617 +25,024	+135%	+$3.69M	2.13%	9
2022 Q4	$2.42M	Sell	18,593 -697	-4%	-$99.6K	0.8%	42
2022 Q3	$2.67M	Sell	19,290 -26	-0.1%	-$4.08K	1.13%	17
2022 Q2	$2.64M	Sell	19,316 -50	-0.3%	-$7.57K	1.26%	16
2022 Q1	$3.38M	Buy	19,366 +1,242	+7%	+$209K	1.24%	15
2021 Q4	$3.22M	Sell	18,124 -52,071	-74%	-$8.23M	1.32%	14
2021 Q3	$9.93M	Sell	70,195 -3,688	-5%	-$543K	3.12%	5
2021 Q2	$10.9M	Sell	73,883 -268	-0.4%	-$34.7K	3.48%	4
2021 Q1	$9.27M	Buy	+74,151	New	+$9.52M	2.96%	4

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 $1.47T 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