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Bison Wealth’s Apple AAPL Stock Holding History

Bison Wealth’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
2022
Q3 		– Sell
-300
Closed -$41K – 251
2022
Q2 		$41K Sell
300
-100
-25% -$15.1K 0.02% 240
2022
Q1 		$70K Buy
+400
New +$67.3K 0.04% 249
2021
Q4 		– Sell
-100
Closed -$14K – 356
2021
Q3 		$14K Buy
+100
New +$14.7K 0.01% 396

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
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
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

Bison Wealth's AAPL Position: Q4 2024 in Review

Bison Wealth reduced its Apple (AAPL) stake by 27% in Q4 2024, selling an estimated $5.89M and leaving 67,541 shares worth $16.9M. The position accounts for 3.73% of the portfolio, ranked #3.

Bison Wealth first reported a position in AAPL in Q4 2014 and has held it in 41 quarters since. The position peaked at $33.8M in Q2 2023. 5,654 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Bison Wealth held 67,541 shares of Apple worth $16.9M as of Q4 2024.
  • Bison Wealth sold 25,006 Apple shares in Q4 2024, an estimated $5.89M.
  • Apple made up 3.73% of Bison Wealth's portfolio in Q4 2024, its #3 holding.
  • Bison Wealth first reported a position in Apple in Q4 2014 and has held it in 41 quarters since.
  • Bison Wealth's Apple position peaked at $33.8M in Q2 2023.
  • 5,654 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.