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Credential Qtrade Securities’s Apple AAPL Stock Holding History

Credential Qtrade Securities’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 		$10.5M Buy
60,956
+865
+1% +$157K 0.56% 34
2023
Q4 		$11.6M Sell
60,091
-2,970
-5% -$548K 0.69% 33
2023
Q3 		$10.8M Sell
63,061
-7,217
-10% -$1.32M 0.72% 32
2023
Q2 		$13.6M Sell
70,278
-1,968
-3% -$343K 0.86% 30
2023
Q1 		$11.9M Buy
72,246
+3,062
+4% +$452K 0.79% 31
2022
Q4 		$8.99M Sell
69,184
-498
-0.7% -$71.2K 0.64% 34
2022
Q3 		$9.63M Sell
69,682
-3,333
-5% -$523K 0.75% 34
2022
Q2 		$9.98M Sell
73,015
-2,097
-3% -$318K 0.71% 33
2022
Q1 		$13.1M Buy
75,112
+9,396
+14% +$1.58M 0.83% 30
2021
Q4 		$11.7M Sell
65,716
-6,974
-10% -$1.1M 0.79% 30
2021
Q3 		$10.3M Buy
72,690
+2,109
+3% +$310K 0.8% 29
2021
Q2 		$9.67M Buy
70,581
+3,047
+5% +$395K 0.76% 27
2021
Q1 		$8.25M Buy
67,534
+401
+0.6% +$51.5K 0.74% 27
2020
Q4 		$8.91M Sell
67,133
-2,084
-3% -$251K 0.92% 26
2020
Q3 		$8.02M Sell
69,217
-17,051
-20% -$1.86M 0.92% 28
2020
Q2 		$7.87M Sell
86,268
-1,052
-1% -$81.5K 1.03% 27
2020
Q1 		$5.55M Buy
87,320
+35,108
+67% +$2.58M 0.91% 26
2019
Q4 		$3.83M Buy
52,212
+5,744
+12% +$370K 0.52% 32
2019
Q3 		$2.6M Sell
46,468
-1,824
-4% -$95.4K 0.4% 39
2019
Q2 		$2.39M Sell
48,292
-232
-0.5% -$11.3K 0.39% 40
2019
Q1 		$2.3M Sell
48,524
-6,792
-12% -$288K 0.43% 40
2018
Q4 		$2.18M Sell
55,316
-3,892
-7% -$189K 0.48% 39
2018
Q3 		$3.34M Buy
+59,208
New +$3.08M 0.68% 30

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

Credential Qtrade Securities's AAPL Position: Q1 2024 in Review

Credential Qtrade Securities increased its Apple (AAPL) stake by 1.4% in Q1 2024, buying an estimated $157K and bringing the position to 60,956 shares worth $10.5M. The position accounts for 0.56% of the portfolio, ranked #34.

Credential Qtrade Securities first reported a position in AAPL in Q3 2018 and has held it in 23 quarters since. The position peaked at $13.6M in Q2 2023. 5,012 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • Credential Qtrade Securities held 60,956 shares of Apple worth $10.5M as of Q1 2024.
  • Credential Qtrade Securities bought 865 Apple shares in Q1 2024, an estimated $157K.
  • Apple made up 0.56% of Credential Qtrade Securities's portfolio in Q1 2024, its #34 holding.
  • Credential Qtrade Securities first reported a position in Apple in Q3 2018 and has held it in 23 quarters since.
  • Credential Qtrade Securities's Apple position peaked at $13.6M in Q2 2023.
  • 5,012 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.