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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM