AMS Capital’s Apple AAPL Stock Holding History

AMS Capital’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	–	Sell	-53,033	Closed	-$11.2M	–	18
2024 Q2	$11.2M	Sell	53,033 -13,280	-20%	-$2.48M	2.34%	9
2024 Q1	$11.6M	Buy	+66,313	New	+$12.1M	3.17%	7

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 $1.9T AUM 41.92% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

AMS Capital's AAPL Position: Q3 2024 in Review

AMS Capital sold out of Apple (AAPL) in Q3 2024, closing a stake of 53,033 shares — an estimated $11.2M sold.

AMS Capital first reported a position in AAPL in Q1 2024 and held it in 2 quarters. The position peaked at $11.6M in Q1 2024. 5,093 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

AMS Capital reported no remaining Apple position as of Q3 2024 after selling out during the quarter.
AMS Capital sold 53,033 Apple shares in Q3 2024, an estimated $11.2M.
AMS Capital first reported a position in Apple in Q1 2024 and held it in 2 quarters.
AMS Capital's Apple position peaked at $11.6M in Q1 2024.
5,093 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on AMS Capital's 13F filing for Q3 2024, filed 22 Oct 2024.