Number of Shares
814,440.00
Current Holdings Value*
$180.91 Mil
% of Portfolio
4.37%
Total Estimate Gain
$49.61 Mil
% of Total Estimate Gain
16.76%

Badgley Phelps Wealth Managers, LLC's Apple Inc Holding Summary

As of 2025-03-31, Badgley Phelps Wealth Managers, LLC held 814,440.00 shares of Apple Inc(AAPL), totaling $180.91 Mil. This investment constitutes 4.37% of their stock portfolio, and Badgley Phelps Wealth Managers, LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q3. And since then Badgley Phelps Wealth Managers, LLC has made 8 purchases of AAPL, at an average price of $167.77, for a total of 1.76 Mil shares. In addition, there have been 6 sales at an average price of $181.69 for 950,150.00 shares. Based on historical transaction data and AAPL's current price of $212.44, Badgley Phelps Wealth Managers, LLC's estimated gain on his AAPL holdings is $49.61 Mil, reflecting a 16.76% gain to date.

Badgley Phelps Wealth Managers, LLC AAPL ($212.44) Holding Chart

Badgley Phelps Wealth Managers, LLC AAPL ($212.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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