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Campbell Wealth Management’s Apple AAPL Stock Holding History

Campbell 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
Q4 		$5.71M Buy
22,810
+9,005
+65% +$2.12M 0.51% 15
2024
Q3 		$3.22M Sell
13,805
-8,746
-39% -$1.95M 0.29% 22
2024
Q2 		$4.75M Buy
22,551
+4,289
+23% +$800K 1.53% 10
2024
Q1 		$3.13M Buy
18,262
+2,077
+13% +$378K 0.31% 20
2023
Q4 		$3.12M Sell
16,185
-3,329
-17% -$615K 0.37% 21
2023
Q3 		$3.34M Sell
19,514
-2,866
-13% -$526K 0.41% 20
2023
Q2 		$4.34M Buy
22,380
+2,723
+14% +$474K 0.56% 18
2023
Q1 		$3.24M Sell
19,657
-741
-4% -$109K 0.41% 20
2022
Q4 		$2.65M Sell
20,398
-73
-0.4% -$10.4K 0.37% 20
2022
Q3 		$2.83M Buy
20,471
+6,119
+43% +$960K 0.41% 20
2022
Q2 		$1.96M Sell
14,352
-4,874
-25% -$738K 0.27% 16
2022
Q1 		$3.36M Sell
19,226
-3,391
-15% -$570K 0.41% 15
2021
Q4 		$4.02M Sell
22,617
-1,116
-5% -$176K 0.46% 15
2021
Q3 		$3.36M Sell
23,733
-1,031
-4% -$152K 0.45% 14
2021
Q2 		$3.39M Sell
24,764
-117
-0.5% -$15.2K 0.46% 14
2021
Q1 		$3.04M Sell
24,881
-246
-1% -$31.6K 0.42% 15
2020
Q4 		$3.33M Sell
25,127
-125
-0.5% -$15K 0.49% 15
2020
Q3 		$2.92M Sell
25,252
-2,472
-9% -$270K 0.48% 16
2020
Q2 		$2.53M Sell
27,724
-72
-0.3% -$5.58K 0.44% 16
2020
Q1 		$1.77M Buy
27,796
+5,144
+23% +$378K 0.39% 15
2019
Q4 		$1.66M Sell
22,652
-1,848
-8% -$119K 0.33% 18
2019
Q3 		$1.37M Buy
24,500
+580
+2% +$30.3K 0.3% 18
2019
Q2 		$1.18M Buy
23,920
+532
+2% +$25.9K 0.28% 18
2019
Q1 		$1.11M Buy
23,388
+1,352
+6% +$57.3K 0.3% 18
2018
Q4 		$869K Buy
+22,036
New +$1.07M 0.27% 18

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
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
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

Campbell Wealth Management's AAPL Position: Q4 2024 in Review

Campbell Wealth Management increased its Apple (AAPL) stake by 65% in Q4 2024, buying an estimated $2.12M and bringing the position to 22,810 shares worth $5.71M. The position accounts for 0.51% of the portfolio, ranked #15.

Campbell Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 25 quarters since. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Campbell Wealth Management held 22,810 shares of Apple worth $5.71M as of Q4 2024.
  • Campbell Wealth Management bought 9,005 Apple shares in Q4 2024, an estimated $2.12M.
  • Apple made up 0.51% of Campbell Wealth Management's portfolio in Q4 2024, its #15 holding.
  • Campbell Wealth Management first reported a position in Apple in Q4 2018 and has held it in 25 quarters since.
  • 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.