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Michael A Dubis Financial Planning’s Apple AAPL Stock Holding History

Michael A Dubis Financial Planning’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
Q1 		$2.18M Hold
9,832
– – 2.12% 8
2024
Q4 		$2.46M Buy
+9,832
New +$2.32M 2.38% 8

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Michael A Dubis Financial Planning's AAPL Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its Apple (AAPL) position steady in Q1 2025 at 9,832 shares worth $2.18M. The position accounts for 2.12% of the portfolio, ranked #8.

Michael A Dubis Financial Planning first reported a position in AAPL in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.46M in Q4 2024. 5,600 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Michael A Dubis Financial Planning held 9,832 shares of Apple worth $2.18M as of Q1 2025.
  • Michael A Dubis Financial Planning left its Apple share count unchanged in Q1 2025.
  • Apple made up 2.12% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #8 holding.
  • Michael A Dubis Financial Planning first reported a position in Apple in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's Apple position peaked at $2.46M in Q4 2024.
  • 5,600 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.