LGT Financial Advisors’s Apple AAPL Stock Holding History

LGT Financial Advisors’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	$1.21M	Sell	4,761 -51	-1%	-$13.3K	6.19%	5
2025 Q4	$1.31M	Hold	4,812	–	–	8.01%	3
2025 Q3	$1.23M	Sell	4,812 -94	-2%	-$21.2K	2.64%	10
2025 Q2	$1.01M	Buy	4,906 +294	+6%	+$59.4K	2.55%	10
2025 Q1	$1.02M	Sell	4,612 -2,000	-30%	-$463K	3.13%	5
2024 Q4	$1.66M	Buy	6,612 +423	+7%	+$99.7K	3.66%	4
2024 Q3	$1.44M	Sell	6,189 -1,427	-19%	-$319K	3.56%	3
2024 Q2	$1.6M	Buy	7,616 +129	+2%	+$24.1K	3.38%	4
2024 Q1	$1.28M	Sell	7,487 -629	-8%	-$114K	1.49%	11
2023 Q4	$1.56M	Sell	8,116 -983	-11%	-$182K	1.91%	10
2023 Q3	$1.56M	Sell	9,099 -78	-0.8%	-$14.3K	1.98%	9
2023 Q2	$1.78M	Hold	9,177	–	–	1.89%	8
2023 Q1	$1.51M	Sell	9,177 -1,844	-17%	-$272K	2.82%	8
2022 Q4	$1.43M	Buy	+11,021	New	+$1.58M	1.68%	14

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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