Custom Portfolio Group’s Apple AAPL Stock Holding History

Custom Portfolio Group’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	$564K	Sell	2,720 -26	-0.9%	-$4.85K	0.44%	29
2024 Q1	$464K	Hold	2,746	–	–	0.38%	29
2023 Q4	$521K	Buy	+2,746	New	+$507K	0.46%	22

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

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

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

Norges Bank Oslo, Norway $1T AUM

Custom Portfolio Group's AAPL Position: Q2 2024 in Review

Custom Portfolio Group reduced its Apple (AAPL) stake by 0.95% in Q2 2024, selling an estimated $4.85K and leaving 2,720 shares worth $564K. The position accounts for 0.44% of the portfolio, ranked #29.

Custom Portfolio Group first reported a position in AAPL in Q4 2023 and has held it in 3 quarters since. 5,125 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

Custom Portfolio Group held 2,720 shares of Apple worth $564K as of Q2 2024.
Custom Portfolio Group sold 26 Apple shares in Q2 2024, an estimated $4.85K.
Apple made up 0.44% of Custom Portfolio Group's portfolio in Q2 2024, its #29 holding.
Custom Portfolio Group first reported a position in Apple in Q4 2023 and has held it in 3 quarters since.
5,125 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.