Bright Valley Capital’s Apple AAPL Stock Holding History

Bright Valley Capital’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
2025 Q2	–	Sell	-100	Closed	-$22.2K	–	12
2025 Q1	$22.2K	Buy	+100	New	+$23.2K	0.01%	18

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bright Valley Capital's AAPL Position: Q3 2024 in Review

Bright Valley Capital sold out of Apple (AAPL) in Q3 2024, closing a stake of 27,500 shares — an estimated $5.79M sold.

Bright Valley Capital first reported a position in AAPL in Q2 2024 and held it in 1 quarter. The position peaked at $5.79M in Q2 2024. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

Bright Valley Capital reported no remaining Apple position as of Q3 2024 after selling out during the quarter.
Bright Valley Capital sold 27,500 Apple shares in Q3 2024, an estimated $5.79M.
Bright Valley Capital first reported a position in Apple in Q2 2024 and held it in 1 quarter.
Bright Valley Capital's Apple position peaked at $5.79M in Q2 2024.
5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Bright Valley Capital's 13F filing for Q3 2024, filed 13 Nov 2024.