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Dechtman Wealth Management’s Apple AAPL Stock Holding History

Dechtman Wealth Management’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 		$5.83M Sell
23,296
-71
-0.3% -$16.7K 1.13% 11
2024
Q3 		$5.44M Buy
23,367
+987
+4% +$220K 1.11% 13
2024
Q2 		$4.71M Sell
22,380
-8,383
-27% -$1.56M 1.05% 11
2024
Q1 		$5.28M Sell
30,763
-1,983
-6% -$361K 1.23% 12
2023
Q4 		$6.3M Buy
32,746
+307
+0.9% +$56.7K 1.66% 11
2023
Q3 		$5.55M Buy
32,439
+5,655
+21% +$1.04M 1.64% 10
2023
Q2 		$5.2M Buy
+26,784
New +$4.67M 1.55% 9

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dechtman Wealth Management's AAPL Position: Q4 2024 in Review

Dechtman Wealth Management reduced its Apple (AAPL) stake by 0.3% in Q4 2024, selling an estimated $16.7K and leaving 23,296 shares worth $5.83M. The position accounts for 1.13% of the portfolio, ranked #11.

Dechtman Wealth Management first reported a position in AAPL in Q2 2023 and has held it in 7 quarters since. The position peaked at $6.3M in Q4 2023. 5,662 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Dechtman Wealth Management held 23,296 shares of Apple worth $5.83M as of Q4 2024.
  • Dechtman Wealth Management sold 71 Apple shares in Q4 2024, an estimated $16.7K.
  • Apple made up 1.13% of Dechtman Wealth Management's portfolio in Q4 2024, its #11 holding.
  • Dechtman Wealth Management first reported a position in Apple in Q2 2023 and has held it in 7 quarters since.
  • Dechtman Wealth Management's Apple position peaked at $6.3M in Q4 2023.
  • 5,662 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.