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Brophy Wealth Management’s Apple AAPL Stock Holding History

Brophy 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 		$9.73M Buy
+41,744
New +$9.32M 3.48% 3

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

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

Brophy Wealth Management opened a new position in Apple (AAPL) in Q3 2024: 41,744 shares worth $9.73M. The stake represents 3.48% of the portfolio and ranks #3 among its holdings.

5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • Brophy Wealth Management held 41,744 shares of Apple worth $9.73M as of Q3 2024.
  • Apple was a new Brophy Wealth Management position in Q3 2024.
  • Apple made up 3.48% of Brophy Wealth Management's portfolio in Q3 2024, its #3 holding.
  • 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.