Zhang Financial LLC increased Apple stake by 7.7% during Q1, while some other institutional investors also boosted holdings.

Zhang Financial LLC increased its stake in Apple by 7.7% during Q1, holding 198,743 shares worth $34M. Other institutional investors, including Wolff Financial and Activest Wealth, also boosted their holdings in Apple during the quarter. However, Keene & Associates sold 1,564 shares, reducing their holding by 40.9%, and Berkshire Bank sold 8,177 shares, decreasing their holding by 8.4%.

June 10, 2024
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