Melfa Wealth Management’s Apple AAPL Stock Holding History

Melfa Wealth 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	$4.93M	Sell	19,436 -31	-0.2%	-$8.07K	2.83%	3
2025 Q4	$5.29M	Buy	19,467 +218	+1%	+$58.5K	3.05%	3
2025 Q3	$4.9M	Sell	19,249 -900	-4%	-$203K	2.87%	4
2025 Q2	$4.13M	Sell	20,149 -4,250	-17%	-$858K	2.61%	6
2025 Q1	$5.42M	Sell	24,399 -47	-0.2%	-$10.9K	3.66%	2
2024 Q4	$6.12M	Buy	24,446 +727	+3%	+$171K	4.09%	2
2024 Q3	$5.53M	Sell	23,719 -615	-3%	-$137K	3.65%	2
2024 Q2	$5.13M	Sell	24,334 -368	-1%	-$68.6K	3.58%	2
2024 Q1	$4.24M	Buy	24,702 +3,157	+15%	+$574K	3.06%	5
2023 Q4	$4.15M	Sell	21,545 -262	-1%	-$48.4K	3.91%	5
2023 Q3	$3.73M	Sell	21,807 -290	-1%	-$53.2K	4.06%	5
2023 Q2	$4.29M	Buy	22,097 +43	+0.2%	+$7.49K	4.34%	3
2023 Q1	$3.64M	Buy	22,054 +14	+0.1%	+$2.07K	3.63%	5
2022 Q4	$2.86M	Buy	+22,040	New	+$3.15M	2.99%	4

Other funds holding AAPL

BlackRock New York $5.7T 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 $1.47T 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