Schiavi & Co’s Apple AAPL Stock Holding History

Schiavi & Co’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	$687K	Buy	2,706 +384	+17%	+$99.9K	0.2%	19
2025 Q4	$631K	Hold	2,322	–	–	0.2%	20
2025 Q3	$591K	Buy	2,322 +678	+41%	+$153K	0.19%	19
2025 Q2	$337K	Sell	1,644 -71	-4%	-$14.3K	0.11%	28
2025 Q1	$381K	Hold	1,715	–	–	0.14%	19
2024 Q4	$429K	Sell	1,715 -33	-2%	-$7.78K	0.17%	17
2024 Q3	$407K	Buy	1,748 +2	+0.1%	+$447	0.15%	19
2024 Q2	$368K	Sell	1,746 -42	-2%	-$7.83K	0.14%	21
2024 Q1	$307K	Sell	1,788 -535	-23%	-$97.3K	0.12%	21
2023 Q4	$447K	Sell	2,323 -3,246	-58%	-$599K	0.19%	17
2023 Q3	$953K	Hold	5,569	–	–	0.4%	10
2023 Q2	$1.08M	Buy	5,569 +588	+12%	+$102K	0.45%	10
2023 Q1	$821K	Sell	4,981 -25	-0.5%	-$3.69K	0.36%	10
2022 Q4	$650K	Buy	5,006 +447	+10%	+$63.9K	0.41%	10
2022 Q3	$0	Buy	+4,559	New	+$716K	﹤0.01%	17

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