AS
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AM Squared’s Apple AAPL Stock Holding History

AM Squared’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$17.1K – 76
2024
Q1 		$17.1K Buy
+100
New +$18.2K 0.04% 32

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AM Squared's AAPL Position: Q2 2024 in Review

AM Squared sold out of Apple (AAPL) in Q2 2024, closing a stake of 100 shares — an estimated $17.1K sold.

AM Squared first reported a position in AAPL in Q1 2024 and held it in 1 quarter. The position peaked at $17.1K in Q1 2024. 5,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

  • AM Squared reported no remaining Apple position as of Q2 2024 after selling out during the quarter.
  • AM Squared sold 100 Apple shares in Q2 2024, an estimated $17.1K.
  • AM Squared first reported a position in Apple in Q1 2024 and held it in 1 quarter.
  • AM Squared's Apple position peaked at $17.1K in Q1 2024.
  • 5,118 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on AM Squared's 13F filing for Q2 2024, filed 1 Aug 2024.