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Benjamin F. Edwards & Company’s Apple AAPL Stock Holding History

Benjamin F. Edwards & Company’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
2021
Q4 		– Sell
-100
Closed -$7K – 1696
2021
Q3 		$7K Buy
+100
New +$14.7K ﹤0.01% 1450
2016
Q1 		– Sell
-8,400
Closed -$221K – 1080
2015
Q4 		$221K Hold
8,400
– – 0.05% 290
2015
Q3 		$232K Hold
8,400
– – 0.05% 286
2015
Q2 		$263K Hold
8,400
– – 0.05% 301
2015
Q1 		$261K Hold
8,400
– – 0.05% 289
2014
Q4 		$232K Hold
8,400
– – 0.05% 280
2014
Q3 		$212K Buy
+8,400
New +$206K 0.05% 298

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

Benjamin F. Edwards & Company's AAPL Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Apple (AAPL) stake by 2.3% in Q2 2024, buying an estimated $2.97M and bringing the position to 702,402 shares worth $148M. The position accounts for 2.6% of the portfolio, ranked #1.

Benjamin F. Edwards & Company first reported a position in AAPL in Q2 2013 and has held it in 45 quarters since. 5,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

  • Benjamin F. Edwards & Company held 702,402 shares of Apple worth $148M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 15,916 Apple shares in Q2 2024, an estimated $2.97M.
  • Apple made up 2.6% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1 holding.
  • Benjamin F. Edwards & Company first reported a position in Apple in Q2 2013 and has held it in 45 quarters since.
  • 5,118 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.