SC&H Financial Advisors’s Apple AAPL Stock Holding History

SC&H Financial 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	$10.2M	Sell	40,224 -249	-0.6%	-$64.8K	1.54%	15
2025 Q4	$11M	Buy	40,473 +2,989	+8%	+$802K	1.7%	14
2025 Q3	$9.54M	Sell	37,484 -2,851	-7%	-$644K	1.56%	16
2025 Q2	$8.28M	Sell	40,335 -205	-0.5%	-$41.4K	1.41%	17
2025 Q1	$9.01M	Buy	40,540 +770	+2%	+$178K	1.77%	15
2024 Q4	$9.96M	Buy	39,770 +2,731	+7%	+$644K	2.06%	12
2024 Q3	$8.63M	Sell	37,039 -252	-0.7%	-$56.3K	1.89%	14
2024 Q2	$7.85M	Sell	37,291 -2,365	-6%	-$441K	1.92%	13
2024 Q1	$6.8M	Buy	39,656 +1,443	+4%	+$262K	1.77%	13
2023 Q4	$7.36M	Sell	38,213 -141	-0.4%	-$26K	2.12%	12
2023 Q3	$6.57M	Sell	38,354 -4,828	-11%	-$885K	2.18%	13
2023 Q2	$8.38M	Buy	43,182 +2,861	+7%	+$499K	2.77%	11
2023 Q1	$6.65M	Buy	40,321 +4,951	+14%	+$731K	2.42%	12
2022 Q4	$4.6M	Sell	35,370 -1,792	-5%	-$256K	1.9%	14
2022 Q3	$5.14M	Sell	37,162 -4,952	-12%	-$777K	2.57%	11
2022 Q2	$5.76M	Buy	42,114 +5,417	+15%	+$820K	2.68%	10
2022 Q1	$6.41M	Sell	36,697 -1,164	-3%	-$196K	3.05%	7
2021 Q4	$6.72M	Buy	+37,861	New	+$5.98M	3.71%	5

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