Stegent Equity Advisors’s Apple AAPL Stock Holding History

Stegent Equity 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	$2.42M	Buy	9,522 +1,204	+14%	+$313K	2.06%	12
2025 Q4	$2.26M	Buy	8,318 +1,177	+16%	+$316K	1.76%	16
2025 Q3	$1.82M	Sell	7,141 -626	-8%	-$141K	1.48%	22
2025 Q2	$1.59M	Buy	7,767 +760	+11%	+$153K	1.41%	21
2025 Q1	$1.56M	Sell	7,007 -28	-0.4%	-$6.49K	1.58%	18
2024 Q4	$1.76M	Sell	7,035 -386	-5%	-$91K	1.79%	19
2024 Q3	$1.73M	Sell	7,421 -466	-6%	-$104K	1.91%	17
2024 Q2	$1.66M	Buy	7,887 +765	+11%	+$143K	1.73%	23
2024 Q1	$1.22M	Sell	7,122 -270	-4%	-$49.1K	1.24%	29
2023 Q4	$1.42M	Sell	7,392 -52	-0.7%	-$9.6K	1.68%	25
2023 Q3	$1.27M	Sell	7,444 -1,604	-18%	-$294K	1.61%	22
2023 Q2	$1.75M	Sell	9,048 -400	-4%	-$69.7K	1.96%	17
2023 Q1	$1.56M	Sell	9,448 -632	-6%	-$93.3K	1.55%	23
2022 Q4	$1.31M	Sell	10,080 -1,238	-11%	-$177K	1.57%	31
2022 Q3	$1.56M	Sell	11,318 -23	-0.2%	-$3.61K	2.35%	13
2022 Q2	$1.55M	Sell	11,341 -1,060	-9%	-$161K	2.01%	13
2022 Q1	$2.17M	Sell	12,401 -2,157	-15%	-$363K	1.82%	20
2021 Q4	$2.59M	Buy	+14,558	New	+$2.3M	2.1%	16

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