Sightline Wealth Advisors’s Apple AAPL Stock Holding History

Sightline Wealth 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	$1.46M	Sell	5,757 -699	-11%	-$182K	0.62%	31
2025 Q4	$1.76M	Buy	6,456 +2,683	+71%	+$720K	0.75%	28
2025 Q3	$961K	Sell	3,773 -61	-2%	-$13.8K	0.43%	39
2025 Q2	$787K	Sell	3,834 -947	-20%	-$191K	0.38%	41
2025 Q1	$1.06M	Hold	4,781	–	–	0.56%	35
2024 Q4	$1.2M	Buy	4,781 +1	+0%	+$236	0.65%	32
2024 Q3	$1.11M	Hold	4,780	–	–	0.61%	33
2024 Q2	$1.01M	Buy	4,780 +1,633	+52%	+$305K	0.63%	33
2024 Q1	$540K	Buy	3,147 +367	+13%	+$66.7K	0.36%	46
2023 Q4	$535K	Hold	2,780	–	–	0.41%	41
2023 Q3	$476K	Buy	2,780 +1	+0%	+$183	0.44%	42
2023 Q2	$458K	Buy	2,779 +44	+2%	+$7.67K	0.46%	35
2023 Q1	$451K	Sell	2,735 -1,179	-30%	-$174K	0.46%	36
2022 Q4	$509K	Buy	3,914 +2,284	+140%	+$326K	0.55%	31
2022 Q3	$232K	Hold	1,630	–	–	0.27%	44
2022 Q2	$221K	Hold	1,630	–	–	0.22%	46
2022 Q1	$285K	Sell	1,630 -30	-2%	-$5.04K	0.24%	46
2021 Q4	$299K	Hold	1,660	–	–	0.27%	37
2021 Q3	$235K	Buy	+1,660	New	+$244K	0.2%	45

Other funds holding AAPL

BlackRock New York $5.72T 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 $1.56T 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