Number of Shares
153,402.00
Current Holdings Value*
$34.08 Mil
% of Portfolio
6.24%
Total Estimate Gain
$39.11 Mil
% of Total Estimate Gain
351.17%

SCHMIDT P J INVESTMENT MANAGEMENT INC's Apple Inc Holding Summary

As of 2025-03-31, SCHMIDT P J INVESTMENT MANAGEMENT INC held 153,402.00 shares of Apple Inc(AAPL), totaling $34.08 Mil. This investment constitutes 6.24% of their stock portfolio, and SCHMIDT P J INVESTMENT MANAGEMENT INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then SCHMIDT P J INVESTMENT MANAGEMENT INC has made 13 purchases of AAPL, at an average price of $25.65, for a total of 434,265.00 shares. In addition, there have been 24 sales at an average price of $61.92 for 280,863.00 shares. Based on historical transaction data and AAPL's current price of $214.17, SCHMIDT P J INVESTMENT MANAGEMENT INC's estimated gain on his AAPL holdings is $39.11 Mil, reflecting a 351.17% gain to date.

SCHMIDT P J INVESTMENT MANAGEMENT INC AAPL ($214.17) Holding Chart

SCHMIDT P J INVESTMENT MANAGEMENT INC AAPL ($214.17) 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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