Buckingham Strategic Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $126M | Sell |
596,531
-26,786
| -4% | -$5M | 1.3% | 15 |
|
|
2024
Q1 | $107M | Sell |
623,317
-33,516
| -5% | -$6.09M | 1.13% | 17 |
|
|
2023
Q4 | $126M | Buy |
656,833
+18,827
| +3% | +$3.48M | 1.5% | 13 |
|
|
2023
Q3 | $109M | Buy |
638,006
+13,413
| +2% | +$2.46M | 1.55% | 14 |
|
|
2023
Q2 | $121M | Buy |
624,593
+77,626
| +14% | +$13.5M | 1.72% | 12 |
|
|
2023
Q1 | $71.1M | Hold |
546,967
| – | – | 1.29% | 13 |
|
|
2022
Q4 | $71.1M | Sell |
546,967
-13,836
| -2% | -$1.98M | 1.29% | 13 |
|
|
2022
Q3 | $77.5M | Sell |
560,803
-2,754
| -0.5% | -$432K | 1.58% | 13 |
|
|
2022
Q2 | $77M | Buy |
563,557
+23,591
| +4% | +$3.57M | 1.52% | 12 |
|
|
2022
Q1 | $94.3M | Buy |
539,966
+37,792
| +8% | +$6.36M | 1.86% | 8 |
|
|
2021
Q4 | $89.2M | Sell |
502,174
-7,599
| -1% | -$1.2M | 1.72% | 10 |
|
|
2021
Q3 | $72.1M | Buy |
509,773
+15,750
| +3% | +$2.32M | 1.48% | 10 |
|
|
2021
Q2 | $67.7M | Sell |
494,023
-30,664
| -6% | -$3.97M | 1.63% | 8 |
|
|
2021
Q1 | $64.1M | Sell |
524,687
-19,922
| -4% | -$2.56M | 3.16% | 5 |
|
|
2020
Q4 | $72.3M | Buy |
544,609
+94,238
| +21% | +$11.3M | 3.79% | 5 |
|
|
2020
Q3 | $52.2M | Buy |
450,371
+68,027
| +18% | +$7.42M | 3.99% | 4 |
|
|
2020
Q2 | $34.9M | Sell |
382,344
-244,320
| -39% | -$18.9M | 3.32% | 4 |
|
|
2020
Q1 | $39.8M | Buy |
626,664
+81,608
| +15% | +$6M | 3.84% | 4 |
|
|
2019
Q4 | $40M | Buy |
545,056
+64,384
| +13% | +$4.14M | 3.84% | 2 |
|
|
2019
Q3 | $26.9M | Sell |
480,672
-54,432
| -10% | -$2.85M | 2.92% | 5 |
|
|
2019
Q2 | $26.5M | Buy |
535,104
+53,484
| +11% | +$2.61M | 2.88% | 5 |
|
|
2019
Q1 | $22.9M | Buy |
481,620
+64,828
| +16% | +$2.75M | 2.88% | 5 |
|
|
2018
Q4 | $16.4M | Sell |
416,792
-4,160
| -1% | -$202K | 2.51% | 8 |
|
|
2018
Q3 | $23.8M | Buy |
420,952
+14,688
| +4% | +$765K | 3.65% | 3 |
|
|
2018
Q2 | $18.8M | Buy |
406,264
+73,420
| +22% | +$3.33M | 3.04% | 5 |
|
|
2018
Q1 | $14M | Buy |
332,844
+26,296
| +9% | +$1.13M | 2.72% | 8 |
|
|
2017
Q4 | $13M | Buy |
306,548
+110,708
| +57% | +$4.63M | 2.7% | 7 |
|
|
2017
Q3 | $7.55M | Sell |
195,840
-9,912
| -5% | -$385K | 1.79% | 9 |
|
|
2017
Q2 | $7.41M | Buy |
205,752
+6,024
| +3% | +$223K | 1.74% | 10 |
|
|
2017
Q1 | $7.17M | Sell |
199,728
-1,668
| -0.8% | -$54.9K | 2.09% | 9 |
|
|
2016
Q4 | $5.83M | Buy |
201,396
+31,776
| +19% | +$901K | 1.88% | 11 |
|
|
2016
Q3 | $4.79M | Sell |
169,620
-15,812
| -9% | -$419K | 1.62% | 11 |
|
|
2016
Q2 | $4.43M | Sell |
185,432
-9,148
| -5% | -$227K | 1.51% | 12 |
|
|
2016
Q1 | $5.3M | Buy |
194,580
+39,416
| +25% | +$982K | 1.75% | 10 |
|
|
2015
Q4 | $4.08M | Sell |
155,164
-10,540
| -6% | -$301K | 1.37% | 16 |
|
|
2015
Q3 | $4.57M | Sell |
165,704
-2,916
| -2% | -$85.5K | 1.61% | 16 |
|
|
2015
Q2 | $5.29M | Buy |
168,620
+17,020
| +11% | +$544K | 1.73% | 13 |
|
|
2015
Q1 | $4.72M | Buy |
151,600
+7,876
| +5% | +$238K | 1.77% | 12 |
|
|
2014
Q4 | $3.97M | Buy |
143,724
+28,612
| +25% | +$778K | 1.53% | 13 |
|
|
2014
Q3 | $2.9M | Sell |
115,112
-31,372
| -21% | -$770K | 1.2% | 15 |
|
|
2014
Q2 | $3.4M | Sell |
146,484
-6,172
| -4% | -$131K | 1.48% | 14 |
|
|
2014
Q1 | $2.93M | Buy |
152,656
+1,904
| +1% | +$36.2K | 1.36% | 16 |
|
|
2013
Q4 | $3.02M | Buy |
150,752
+8,792
| +6% | +$166K | 1.42% | 15 |
|
|
2013
Q3 | $2.42M | Buy |
141,960
+1,288
| +0.9% | +$21.4K | 1.28% | 17 |
|
|
2013
Q2 | $1.99M | Buy |
+140,672
| New | +$2.16M | 1.12% | 19 |
|
Other funds holding AAPL
Buckingham Strategic Wealth's AAPL Position: Q2 2024 in Review
Buckingham Strategic Wealth reduced its Apple (AAPL) stake by 4.3% in Q2 2024, selling an estimated $5M and leaving 596,531 shares worth $126M. The position accounts for 1.3% of the portfolio, ranked #15.
Buckingham Strategic Wealth first reported a position in AAPL in Q2 2013 and has held it in 45 quarters since. The position peaked at $126M in Q4 2023. 5,117 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.
- Buckingham Strategic Wealth held 596,531 shares of Apple worth $126M as of Q2 2024.
- Buckingham Strategic Wealth sold 26,786 Apple shares in Q2 2024, an estimated $5M.
- Apple made up 1.3% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #15 holding.
- Buckingham Strategic Wealth first reported a position in Apple in Q2 2013 and has held it in 45 quarters since.
- Buckingham Strategic Wealth's Apple position peaked at $126M in Q4 2023.
- 5,117 funds tracked by Wall St. Rank held Apple as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.