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Coppell Advisory Solutions Corp’s Apple AAPL Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$4.66M Buy
+27,168
New +$4.94M 0.88% 25
2023
Q1 		$5.37M Buy
33,140
+14,373
+77% +$2.12M 1.76% 5
2022
Q4 		$2.44M Buy
+18,767
New +$2.68M 0.83% 29

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Coppell Advisory Solutions Corp's AAPL Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Apple (AAPL) in Q1 2024: 27,168 shares worth $4.66M. The stake represents 0.88% of the portfolio and ranks #25 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in AAPL as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in AAPL in Q4 2022 and has held it in 3 quarters since. The position peaked at $5.37M in Q1 2023. 5,011 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • Coppell Advisory Solutions Corp held 27,168 shares of Apple worth $4.66M as of Q1 2024.
  • Apple was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Apple made up 0.88% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #25 holding.
  • Coppell Advisory Solutions Corp first reported a position in Apple in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's Apple position peaked at $5.37M in Q1 2023.
  • 5,011 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.