Compass Investment Advisers’s Apple AAPL Stock Holding History

Compass Investment Advisers’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	$232K	Buy	+927	New	+$218K	0.67%	25

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Compass Investment Advisers's AAPL Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in Apple (AAPL) in Q4 2024: 927 shares worth $232K. The stake represents 0.67% of the portfolio and ranks #25 among its holdings.

5,662 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Compass Investment Advisers held 927 shares of Apple worth $232K as of Q4 2024.
Apple was a new Compass Investment Advisers position in Q4 2024.
Apple made up 0.67% of Compass Investment Advisers's portfolio in Q4 2024, its #25 holding.
5,662 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.