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Edge Capital Group’s Apple AAPL Stock Holding History

Edge Capital 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
Q4 		$28.6M Buy
114,186
+3,821
+3% +$901K 1.27% 17
2024
Q3 		$25.7M Sell
110,365
-2,963
-3% -$662K 1.14% 21
2024
Q2 		$23.9M Buy
113,328
+1,186
+1% +$221K 1.16% 21
2024
Q1 		$19.2M Sell
112,142
-9,684
-8% -$1.76M 0.96% 26
2023
Q4 		$23.5M Buy
121,826
+782
+0.6% +$144K 1.31% 15
2023
Q3 		$20.7M Sell
121,044
-50,327
-29% -$9.23M 1.34% 17
2023
Q2 		$33.2M Buy
171,371
+5,594
+3% +$975K 1.91% 9
2023
Q1 		$27.3M Buy
165,777
+38,867
+31% +$5.73M 1.68% 11
2022
Q4 		$16.5M Buy
126,910
+8,036
+7% +$1.15M 1.15% 18
2022
Q3 		$16.4M Buy
118,874
+218
+0.2% +$34.2K 1.35% 14
2022
Q2 		$16.2M Buy
118,656
+18,767
+19% +$2.84M 1.4% 13
2022
Q1 		$17.4M Sell
99,889
-133
-0.1% -$22.4K 1.2% 14
2021
Q4 		$17.8M Sell
100,022
-1,066
-1% -$168K 1.26% 13
2021
Q3 		$14.3M Sell
101,088
-694
-0.7% -$102K 1.14% 17
2021
Q2 		$13.9M Sell
101,782
-8,735
-8% -$1.13M 1.11% 18
2021
Q1 		$13.5M Sell
110,517
-43,987
-28% -$5.65M 1.13% 16
2020
Q4 		$20.6M Buy
154,504
+45,125
+41% +$5.43M 1.73% 8
2020
Q3 		$12.7M Buy
109,379
+13,863
+15% +$1.51M 1.27% 15
2020
Q2 		$8.71M Sell
95,516
-1,500
-2% -$116K 0.91% 24
2020
Q1 		$6.17M Buy
97,016
+4,648
+5% +$342K 0.74% 40
2019
Q4 		$6.78M Sell
92,368
-2,724
-3% -$175K 0.66% 41
2019
Q3 		$5.33M Sell
95,092
-2,776
-3% -$145K 0.54% 53
2019
Q2 		$4.84M Buy
97,868
+5,684
+6% +$277K 0.47% 57
2019
Q1 		$4.38M Buy
92,184
+9,604
+12% +$407K 0.43% 57
2018
Q4 		$3.26M Buy
+82,580
New +$4M 0.35% 64

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

Edge Capital Group's AAPL Position: Q4 2024 in Review

Edge Capital Group increased its Apple (AAPL) stake by 3.5% in Q4 2024, buying an estimated $901K and bringing the position to 114,186 shares worth $28.6M. The position accounts for 1.27% of the portfolio, ranked #17.

Edge Capital Group first reported a position in AAPL in Q4 2018 and has held it in 25 quarters since. The position peaked at $33.2M in Q2 2023. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Edge Capital Group held 114,186 shares of Apple worth $28.6M as of Q4 2024.
  • Edge Capital Group bought 3,821 Apple shares in Q4 2024, an estimated $901K.
  • Apple made up 1.27% of Edge Capital Group's portfolio in Q4 2024, its #17 holding.
  • Edge Capital Group first reported a position in Apple in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Apple position peaked at $33.2M in Q2 2023.
  • 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.