Number of Shares
449,732.00
Current Holdings Value*
$108.76 Mil
% of Portfolio
7.93%
Total Estimate Gain
$10.60 Mil
% of Total Estimate Gain
11.32%

Fidelity Balanced K6 Fund's Apple Inc Holding Summary

As of 2025-02-28, FIDELITY PURITAN TRUST held 449,732.00 shares of Apple Inc(AAPL), totaling $108.76 Mil. This investment constitutes 7.93% of their stock portfolio, and FIDELITY PURITAN TRUST now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Fidelity Balanced K6 Fund has made 8 purchases of AAPL, at an average price of $177.67, for a total of 527,081.00 shares. In addition, there have been 6 sales at an average price of $179.04 for 77,349.00 shares. Based on historical transaction data and AAPL's current price of $201.00, Fidelity Balanced K6 Fund's estimated gain on his AAPL holdings is $10.60 Mil, reflecting a 11.32% gain to date.

Fidelity Balanced K6 Fund AAPL ($201.00) Holding Chart

Fidelity Balanced K6 Fund AAPL ($201.00) 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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