Pacific Financial Group’s Apple AAPL Stock Holding History

Pacific Financial Group’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	–	Sell	-1,062	Closed	-$218K	–	62
2025 Q2	$218K	Buy	+1,062	New	+$214K	0.17%	58
2024 Q3	–	Sell	-1,309	Closed	-$276K	–	56
2024 Q2	$276K	Buy	1,309 +97	+8%	+$18.1K	0.2%	52
2024 Q1	$208K	Buy	+1,212	New	+$220K	0.14%	57
2020 Q4	–	Sell	-399	Closed	-$46K	–	57
2020 Q3	$46K	Buy	+399	New	+$43.5K	0.04%	67
2020 Q1	–	Sell	-14,552	Closed	-$1.07M	–	51
2019 Q4	$1.07M	Sell	14,552 -2,532	-15%	-$163K	0.11%	60
2019 Q3	$845K	Sell	17,084 -732	-4%	-$38.3K	0.09%	56
2019 Q2	$846K	Buy	+17,816	New	+$868K	0.1%	52
2015 Q1	–	Sell	-22,540	Closed	-$622K	–	50
2014 Q4	$622K	Buy	+22,540	New	+$613K	0.18%	29
2014 Q2	–	Sell	-840	Closed	-$16K	–	49
2014 Q1	$16K	Buy	+840	New	+$16K	0.01%	45

Other funds holding AAPL

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pacific Financial Group's AAPL Position: Q3 2025 in Review

Pacific Financial Group sold out of Apple (AAPL) in Q3 2025, closing a stake of 1,062 shares — an estimated $218K sold.

Pacific Financial Group first reported a position in AAPL in Q1 2014 and held it in 9 quarters. The position peaked at $1.07M in Q4 2019. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

Pacific Financial Group reported no remaining Apple position as of Q3 2025 after selling out during the quarter.
Pacific Financial Group sold 1,062 Apple shares in Q3 2025, an estimated $218K.
Pacific Financial Group first reported a position in Apple in Q1 2014 and held it in 9 quarters.
Pacific Financial Group's Apple position peaked at $1.07M in Q4 2019.
5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Pacific Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.