Operose Advisors’s Apple AAPL Stock Holding History

Operose 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	$4.68M	Buy	18,440 +3,152	+21%	+$820K	1.09%	13
2025 Q4	$4.16M	Buy	15,288 +20	+0.1%	+$5.37K	0.97%	16
2025 Q3	$3.89M	Buy	15,268 +934	+7%	+$211K	0.97%	15
2025 Q2	$2.94M	Buy	14,334 +589	+4%	+$119K	0.83%	16
2025 Q1	$3.05M	Buy	13,745 +389	+3%	+$90.1K	1.01%	13
2024 Q4	$3.34M	Sell	13,356 -1,527	-10%	-$360K	1.14%	11
2024 Q3	$3.47M	Buy	14,883 +1,655	+13%	+$370K	1.12%	10
2024 Q2	$2.79M	Buy	13,228 +385	+3%	+$71.8K	0.99%	12
2024 Q1	$2.2M	Buy	12,843 +4,385	+52%	+$797K	0.74%	16
2023 Q4	$1.63M	Sell	8,458 -1,775	-17%	-$328K	0.65%	16
2023 Q3	$1.75M	Buy	10,233 +1,176	+13%	+$216K	0.69%	19
2023 Q2	$1.76M	Sell	9,057 -57	-0.6%	-$9.93K	0.8%	17
2023 Q1	$1.5M	Sell	9,114 -953	-9%	-$141K	0.75%	17
2022 Q4	$1.31M	Buy	10,067 +2,029	+25%	+$290K	0.7%	16
2022 Q3	$1.11M	Sell	8,038 -31	-0.4%	-$4.87K	0.73%	19
2022 Q2	$1.1M	Buy	8,069 +34	+0.4%	+$5.15K	0.78%	20
2022 Q1	$1.4M	Buy	8,035 +777	+11%	+$131K	0.97%	18
2021 Q4	$1.29M	Buy	+7,258	New	+$1.15M	1.05%	20

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