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Aspire Wealth Management’s Apple AAPL Stock Holding History

Aspire 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
Q3 		$4.5M Sell
19,317
-162
-0.8% -$36.2K 2.42% 13
2024
Q2 		$4.1M Buy
19,479
+7
+0% +$1.3K 2.35% 14
2024
Q1 		$3.34M Sell
19,472
-427
-2% -$77.6K 2.02% 14
2023
Q4 		$3.83M Sell
19,899
-383
-2% -$70.7K 2.6% 15
2023
Q3 		$3.47M Sell
20,282
-362
-2% -$66.4K 2.64% 13
2023
Q2 		$4M Sell
20,644
-809
-4% -$141K 3.03% 12
2023
Q1 		$3.54M Sell
21,453
-483
-2% -$71.3K 2.87% 11
2022
Q4 		$2.85M Sell
21,936
-164
-0.7% -$23.4K 2.48% 13
2022
Q3 		$3.05M Sell
22,100
-619
-3% -$97.2K 2.88% 13
2022
Q2 		$3.11M Buy
22,719
+54
+0.2% +$8.18K 2.86% 12
2022
Q1 		$3.96M Buy
22,665
+50
+0.2% +$8.41K 3.13% 10
2021
Q4 		$4.02M Buy
+22,615
New +$3.57M 3.25% 10

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

Aspire Wealth Management's AAPL Position: Q3 2024 in Review

Aspire Wealth Management reduced its Apple (AAPL) stake by 0.83% in Q3 2024, selling an estimated $36.2K and leaving 19,317 shares worth $4.5M. The position accounts for 2.42% of the portfolio, ranked #13.

Aspire Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 12 quarters since. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • Aspire Wealth Management held 19,317 shares of Apple worth $4.5M as of Q3 2024.
  • Aspire Wealth Management sold 162 Apple shares in Q3 2024, an estimated $36.2K.
  • Apple made up 2.42% of Aspire Wealth Management's portfolio in Q3 2024, its #13 holding.
  • Aspire Wealth Management first reported a position in Apple in Q4 2021 and has held it in 12 quarters since.
  • 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.