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Boston Mountain Money Management’s Apple AAPL Stock Holding History

Boston Mountain Money 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 		$1.71M Sell
7,349
-105
-1% -$23.4K 0.99% 19
2024
Q2 		$1.57M Buy
7,454
+68
+0.9% +$12.7K 1.04% 19
2024
Q1 		$1.27M Buy
+7,386
New +$1.34M 0.87% 20

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

Boston Mountain Money Management's AAPL Position: Q3 2024 in Review

Boston Mountain Money Management reduced its Apple (AAPL) stake by 1.4% in Q3 2024, selling an estimated $23.4K and leaving 7,349 shares worth $1.71M. The position accounts for 0.99% of the portfolio, ranked #19.

Boston Mountain Money Management first reported a position in AAPL in Q1 2024 and has held it in 3 quarters since. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • Boston Mountain Money Management held 7,349 shares of Apple worth $1.71M as of Q3 2024.
  • Boston Mountain Money Management sold 105 Apple shares in Q3 2024, an estimated $23.4K.
  • Apple made up 0.99% of Boston Mountain Money Management's portfolio in Q3 2024, its #19 holding.
  • Boston Mountain Money Management first reported a position in Apple in Q1 2024 and has held it in 3 quarters since.
  • 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.