Number of Shares
11.84 Mil
Current Holdings Value*
$2.86 Bil
% of Portfolio
7.82%
Total Estimate Gain
$379.87 Mil
% of Total Estimate Gain
13.19%

Fidelity Balanced Fund's Apple Inc Holding Summary

As of 2025-02-28, FIDELITY PURITAN TRUST held 11.84 Mil shares of Apple Inc(AAPL), totaling $2.86 Bil. This investment constitutes 7.82% of their stock portfolio, and FIDELITY PURITAN TRUST now holds 0.08% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Fidelity Balanced Fund has made 4 purchases of AAPL, at an average price of $175.34, for a total of 16.42 Mil shares. In addition, there have been 10 sales at an average price of $165.64 for 4.58 Mil shares. Based on historical transaction data and AAPL's current price of $211.18, Fidelity Balanced Fund's estimated gain on his AAPL holdings is $379.87 Mil, reflecting a 13.19% gain to date.

Fidelity Balanced Fund AAPL ($211.18) Holding Chart

Fidelity Balanced Fund AAPL ($211.18) 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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