Daniel Loeb’s Apple AAPL Stock Holding History

Daniel Loeb’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 Q4	–	Sell	-930,000	Closed	-$217M	–	44
2024 Q3	$217M	Sell	930,000 -1,020,000	-52%	-$228M	2.92%	13
2024 Q2	$411M	Buy	+1,950,000	New	+$364M	4.7%	7
2017 Q1	–	Sell	-7,400,000	Closed	-$214M	–	39
2016 Q4	$214M	Sell	7,400,000 -2,600,000	-26%	-$73.7M	2.1%	17
2016 Q3	$283M	Buy	+10,000,000	New	+$265M	2.46%	10
2014 Q1	–	Sell	-2,800,000	Closed	-$56.1M	–	48
2013 Q4	$56.1M	Buy	+2,800,000	New	+$52.9M	0.97%	34

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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Norges Bank Oslo, Norway $1T AUM

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

Daniel Loeb's AAPL Position: Q4 2024 in Review

Daniel Loeb sold out of Apple (AAPL) in Q4 2024, closing a stake of 930,000 shares — an estimated $217M sold.

Daniel Loeb first reported a position in AAPL in Q4 2013 and held it in 5 quarters. The position peaked at $411M in Q2 2024. 5,661 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Daniel Loeb reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
Daniel Loeb sold 930,000 Apple shares in Q4 2024, an estimated $217M.
Daniel Loeb first reported a position in Apple in Q4 2013 and held it in 5 quarters.
Daniel Loeb's Apple position peaked at $411M in Q2 2024.
5,661 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Third Point's 13F filing for Q4 2024, filed 14 Feb 2025.