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Anchor Pointe Wealth Management’s Apple AAPL Stock Holding History

Anchor Pointe Wealth Management’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
Q4 		$3.27M Buy
+12,961
New +$3.05M 4.25% 4

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Anchor Pointe Wealth Management's AAPL Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Apple (AAPL) in Q4 2024: 12,961 shares worth $3.27M. The stake represents 4.25% of the portfolio and ranks #4 among its holdings.

5,668 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Anchor Pointe Wealth Management held 12,961 shares of Apple worth $3.27M as of Q4 2024.
  • Apple was a new Anchor Pointe Wealth Management position in Q4 2024.
  • Apple made up 4.25% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #4 holding.
  • 5,668 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.