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EMFO LLC’s Apple AAPL Stock Holding History

EMFO LLC’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 		$8.98M Sell
42,623
-243
-0.6% -$45.3K 8.04% 1
2024
Q1 		$7.35M Buy
42,866
+500
+1% +$90.9K 6.73% 2
2023
Q4 		$8.16M Buy
42,366
+1
+0% +$185 7.52% 2
2023
Q3 		$7.25M Buy
42,365
+126
+0.3% +$23.1K 6.83% 2
2023
Q2 		$8.19M Sell
42,239
-2,005
-5% -$349K 7.43% 2
2023
Q1 		$7.3M Buy
44,244
+3,441
+8% +$508K 6.88% 2
2022
Q4 		$5.3M Buy
40,803
+656
+2% +$93.8K 5.31% 2
2022
Q3 		$5.55M Buy
40,147
+20,660
+106% +$3.24M 5.28% 2
2022
Q2 		$2.66M Sell
19,487
-86
-0.4% -$13K 2.71% 5
2022
Q1 		$3.42M Buy
19,573
+487
+3% +$81.9K 3.1% 5
2021
Q4 		$3.39M Hold
19,086
– – 2.99% 3
2021
Q3 		$2.7M Sell
19,086
-199
-1% -$29.3K 2.38% 6
2021
Q2 		$2.64M Buy
+19,285
New +$2.5M 2.31% 7

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

EMFO LLC's AAPL Position: Q2 2024 in Review

EMFO LLC reduced its Apple (AAPL) stake by 0.57% in Q2 2024, selling an estimated $45.3K and leaving 42,623 shares worth $8.98M. The position accounts for 8.04% of the portfolio, ranked #1.

EMFO LLC first reported a position in AAPL in Q2 2021 and has held it in 13 quarters since. 5,117 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

  • EMFO LLC held 42,623 shares of Apple worth $8.98M as of Q2 2024.
  • EMFO LLC sold 243 Apple shares in Q2 2024, an estimated $45.3K.
  • Apple made up 8.04% of EMFO LLC's portfolio in Q2 2024, its #1 holding.
  • EMFO LLC first reported a position in Apple in Q2 2021 and has held it in 13 quarters since.
  • 5,117 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.