American Planning Services’s Apple AAPL Stock Holding History

American Planning Services’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 Q3	$5.48M	Buy	23,538 +427	+2%	+$95.4K	4.34%	6
2024 Q2	$4.87M	Buy	23,111 +12,064	+109%	+$2.25M	3.42%	8
2024 Q1	$1.89M	Buy	11,047 +560	+5%	+$102K	1.37%	11
2023 Q4	$2.02M	Buy	10,487 +626	+6%	+$116K	1.55%	10
2023 Q3	$1.69M	Buy	9,861 +145	+1%	+$26.6K	1.12%	9
2023 Q2	$1.88M	Buy	9,716 +281	+3%	+$49K	1.23%	10
2023 Q1	$1.56M	Buy	9,435 +1,056	+13%	+$156K	1.05%	9
2022 Q4	$1.09M	Buy	8,379 +8,370	+93,000%	+$1.2M	1.09%	10
2022 Q3	$1.26K	Sell	9 -10,126	-100%	-$1.59M	1.57%	9
2022 Q2	$1.39M	Hold	10,135	–	–	1.54%	10
2022 Q1	$1.77M	Buy	10,135 +369	+4%	+$62.1K	1.89%	9
2021 Q4	$1.73M	Buy	+9,766	New	+$1.54M	1.53%	10

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Planning Services's AAPL Position: Q3 2024 in Review

American Planning Services increased its Apple (AAPL) stake by 1.8% in Q3 2024, buying an estimated $95.4K and bringing the position to 23,538 shares worth $5.48M. The position accounts for 4.34% of the portfolio, ranked #6.

American Planning Services first reported a position in AAPL in Q4 2021 and has held it in 12 quarters since. 5,096 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

American Planning Services held 23,538 shares of Apple worth $5.48M as of Q3 2024.
American Planning Services bought 427 Apple shares in Q3 2024, an estimated $95.4K.
Apple made up 4.34% of American Planning Services's portfolio in Q3 2024, its #6 holding.
American Planning Services first reported a position in Apple in Q4 2021 and has held it in 12 quarters since.
5,096 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.