Benchmark Wealth Management’s Apple AAPL Stock Holding History

Benchmark 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	–	Sell	-988	Closed	-$208K	–	55
2024 Q2	$208K	Buy	+988	New	+$184K	0.11%	50

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Benchmark Wealth Management sold out of Apple (AAPL) in Q3 2024, closing a stake of 988 shares — an estimated $208K sold.

Benchmark Wealth Management first reported a position in AAPL in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

Benchmark Wealth Management reported no remaining Apple position as of Q3 2024 after selling out during the quarter.
Benchmark Wealth Management sold 988 Apple shares in Q3 2024, an estimated $208K.
Benchmark Wealth Management first reported a position in Apple in Q2 2024 and held it in 1 quarter.
Benchmark Wealth Management's Apple position peaked at $208K in Q2 2024.
5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Benchmark Wealth Management's 13F filing for Q3 2024, filed 18 Oct 2024.