Prosperity Financial Group’s Apple AAPL Stock Holding History

Prosperity 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
2026 Q1	$18.8M	Buy	73,899 +11,274	+18%	+$2.93M	6.93%	1
2025 Q4	$17M	Buy	62,625 +6,638	+12%	+$1.78M	6.14%	1
2025 Q3	$14.3M	Buy	55,987 +1,008	+2%	+$228K	5.23%	1
2025 Q2	$11.3M	Sell	54,979 -2,010	-4%	-$406K	4.8%	1
2025 Q1	$12.7M	Sell	56,989 -705	-1%	-$163K	6.31%	1
2024 Q4	$14.4M	Sell	57,694 -634	-1%	-$149K	7.24%	1
2024 Q3	$13.6M	Sell	58,328 -925	-2%	-$207K	7.64%	1
2024 Q2	$12.5M	Sell	59,253 -977	-2%	-$182K	7.89%	1
2024 Q1	$10.3M	Buy	60,230 +1,866	+3%	+$339K	6.38%	1
2023 Q4	$11.2M	Buy	58,364 +1,757	+3%	+$324K	7.8%	1
2023 Q3	$9.69M	Buy	56,607 +1,162	+2%	+$213K	8.01%	1
2023 Q2	$10.8M	Buy	55,445 +6,691	+14%	+$1.17M	9.47%	1
2023 Q1	$8.04M	Sell	48,754 -9,843	-17%	-$1.45M	8.14%	1
2022 Q4	$7.61M	Buy	+58,597	New	+$8.37M	8.21%	2

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