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Buckingham Strategic Wealth’s Apple AAPL Stock Holding History

Buckingham Strategic 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
2024
Q2 		$2.2K Buy
+200
New +$37.3K ﹤0.01% 784

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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.