Atlas Financial Advisors’s Apple AAPL Stock Holding History

Atlas Financial Advisors’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	$360K	Sell	1,438 -1,428	-50%	-$337K	0.56%	27
2024 Q3	$668K	Buy	2,866 +86	+3%	+$19.2K	1.06%	14
2024 Q2	$586K	Sell	2,780 -246	-8%	-$45.9K	0.97%	12
2024 Q1	$519K	Buy	3,026 +1,285	+74%	+$234K	0.81%	17
2023 Q4	$335K	Sell	1,741 -1,007	-37%	-$186K	0.55%	19
2023 Q3	$470K	Buy	+2,748	New	+$504K	0.37%	22
2023 Q2	–	Sell	-1,232	Closed	-$203K	–	31
2023 Q1	$203K	Buy	+1,232	New	+$182K	0.27%	27

Other funds holding AAPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlas Financial Advisors's AAPL Position: Q4 2024 in Review

Atlas Financial Advisors reduced its Apple (AAPL) stake by 50% in Q4 2024, selling an estimated $337K and leaving 1,438 shares worth $360K. The position accounts for 0.56% of the portfolio, ranked #27.

Atlas Financial Advisors first reported a position in AAPL in Q1 2023 and has held it in 7 quarters since. The position peaked at $668K in Q3 2024. 5,654 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Atlas Financial Advisors held 1,438 shares of Apple worth $360K as of Q4 2024.
Atlas Financial Advisors sold 1,428 Apple shares in Q4 2024, an estimated $337K.
Apple made up 0.56% of Atlas Financial Advisors's portfolio in Q4 2024, its #27 holding.
Atlas Financial Advisors first reported a position in Apple in Q1 2023 and has held it in 7 quarters since.
Atlas Financial Advisors's Apple position peaked at $668K in Q3 2024.
5,654 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.