AA
AAPL icon

Axiom Advisory’s Apple AAPL Stock Holding History

Axiom Advisory’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 		$121M Buy
541,915
+65,325
+14% +$14.6M 1.13% 16
2024
Q2 		$88.8M Buy
476,590
+468,797
+6,016% +$87.4M 0.97% 17
2024
Q1 		$1.34M Buy
7,793
+386
+5% +$70.2K 0.98% 19
2023
Q4 		$1.43M Sell
7,407
-327
-4% -$60.4K 1.15% 18
2023
Q3 		$1.32M Buy
7,734
+191
+3% +$35K 1.19% 18
2023
Q2 		$1.46M Buy
7,543
+75
+1% +$13.1K 1.29% 18
2023
Q1 		$1.24M Buy
7,468
+3
+0% +$443 1.19% 18
2022
Q4 		$970K Sell
7,465
-60
-0.8% -$8.57K 1.03% 18
2022
Q3 		$1.04M Sell
7,525
-46
-0.6% -$7.22K 1.24% 18
2022
Q2 		$1.03M Buy
7,571
+73
+1% +$11.1K 1.15% 18
2022
Q1 		$1.31M Buy
7,498
+32
+0.4% +$5.38K 1.09% 18
2021
Q4 		$1.32M Buy
+7,466
New +$1.18M 1.09% 17

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

Axiom Advisory's AAPL Position: Q3 2024 in Review

Axiom Advisory increased its Apple (AAPL) stake by 14% in Q3 2024, buying an estimated $14.6M and bringing the position to 541,915 shares worth $121M. The position accounts for 1.13% of the portfolio, ranked #16.

Axiom Advisory 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.

  • Axiom Advisory held 541,915 shares of Apple worth $121M as of Q3 2024.
  • Axiom Advisory bought 65,325 Apple shares in Q3 2024, an estimated $14.6M.
  • Apple made up 1.13% of Axiom Advisory's portfolio in Q3 2024, its #16 holding.
  • Axiom Advisory 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 Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.