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Annapolis Financial Services’s Apple AAPL Stock Holding History

Annapolis Financial 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 		$1.49M Buy
6,404
+30
+0.5% +$6.7K 0.44% 45
2024
Q2 		$1.34M Hold
6,374
– – 0.43% 45
2024
Q1 		$1.09M Sell
6,374
-6,433
-50% -$1.17M 0.36% 51
2023
Q4 		$2.47M Sell
12,807
-37
-0.3% -$6.83K 0.62% 45
2023
Q3 		$2.2M Buy
12,844
+284
+2% +$52.1K 0.64% 43
2023
Q2 		$2.44M Buy
12,560
+776
+7% +$135K 0.69% 40
2023
Q1 		$1.94M Sell
11,784
-201
-2% -$29.7K 0.59% 41
2022
Q4 		$1.56M Sell
11,985
-150
-1% -$21.4K 0.5% 47
2022
Q3 		$1.68M Buy
12,135
+20
+0.2% +$3.14K 0.62% 42
2022
Q2 		$1.66M Buy
12,115
+627
+5% +$95K 0.6% 43
2022
Q1 		$2.01M Sell
11,488
-10,873
-49% -$1.83M 0.65% 41
2021
Q4 		$3.97M Sell
22,361
-916
-4% -$145K 1.23% 23
2021
Q3 		$3.29M Buy
23,277
+202
+0.9% +$29.7K 1.09% 26
2021
Q2 		$3.16M Sell
23,075
-1,069
-4% -$139K 1.06% 27
2021
Q1 		$2.95M Sell
24,144
-1,170
-5% -$150K 1.08% 27
2020
Q4 		$3.36M Buy
+25,314
New +$3.04M 1.31% 22

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Annapolis Financial Services's AAPL Position: Q3 2024 in Review

Annapolis Financial Services increased its Apple (AAPL) stake by 0.47% in Q3 2024, buying an estimated $6.7K and bringing the position to 6,404 shares worth $1.49M. The position accounts for 0.44% of the portfolio, ranked #45.

Annapolis Financial Services first reported a position in AAPL in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.97M in Q4 2021. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • Annapolis Financial Services held 6,404 shares of Apple worth $1.49M as of Q3 2024.
  • Annapolis Financial Services bought 30 Apple shares in Q3 2024, an estimated $6.7K.
  • Apple made up 0.44% of Annapolis Financial Services's portfolio in Q3 2024, its #45 holding.
  • Annapolis Financial Services first reported a position in Apple in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Apple position peaked at $3.97M in Q4 2021.
  • 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.