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Coombe, Bender & Co’s Apple AAPL Stock Holding History

Coombe, Bender & Co’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 		$3.48M Sell
16,517
-1,853
-10% -$346K 2.05% 17
2024
Q1 		$3.15M Sell
18,370
-2,621
-12% -$477K 1.91% 20
2023
Q4 		$4.04M Buy
20,991
+2,361
+13% +$436K 2.53% 14
2023
Q3 		$3.19M Sell
18,630
-1,632
-8% -$299K 2.4% 14
2023
Q2 		$3.93M Sell
20,262
-4,072
-17% -$710K 2.86% 7
2023
Q1 		$4.01M Buy
24,334
+1,428
+6% +$211K 3.15% 7
2022
Q4 		$2.98M Sell
22,906
-2,366
-9% -$338K 2.71% 9
2022
Q3 		$3.49M Sell
25,272
-47
-0.2% -$7.38K 3.1% 7
2022
Q2 		$3.46M Buy
+25,319
New +$3.83M 2.93% 8

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Coombe, Bender & Co's AAPL Position: Q2 2024 in Review

Coombe, Bender & Co reduced its Apple (AAPL) stake by 10% in Q2 2024, selling an estimated $346K and leaving 16,517 shares worth $3.48M. The position accounts for 2.05% of the portfolio, ranked #17.

Coombe, Bender & Co first reported a position in AAPL in Q2 2022 and has held it in 9 quarters since. The position peaked at $4.04M in Q4 2023. 5,125 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

  • Coombe, Bender & Co held 16,517 shares of Apple worth $3.48M as of Q2 2024.
  • Coombe, Bender & Co sold 1,853 Apple shares in Q2 2024, an estimated $346K.
  • Apple made up 2.05% of Coombe, Bender & Co's portfolio in Q2 2024, its #17 holding.
  • Coombe, Bender & Co first reported a position in Apple in Q2 2022 and has held it in 9 quarters since.
  • Coombe, Bender & Co's Apple position peaked at $4.04M in Q4 2023.
  • 5,125 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.