Epic Trust Investment Advisors’s Apple AAPL Stock Holding History

Epic Trust Investment Advisors’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	$2.18M	Buy	10,329 +1,090	+12%	+$203K	2.4%	8
2024 Q1	$1.58M	Sell	9,239 -194	-2%	-$35.3K	1.95%	8
2023 Q4	$1.82M	Sell	9,433 -347	-4%	-$64.1K	2.43%	8
2023 Q3	$1.67M	Sell	9,780 -152	-2%	-$27.9K	2.64%	7
2023 Q2	$1.93M	Sell	9,932 -4,307	-30%	-$750K	2.74%	7
2023 Q1	$2.35M	Buy	14,239 +747	+6%	+$110K	2.86%	5
2022 Q4	$1.75M	Sell	13,492 -4,080	-23%	-$583K	2.64%	6
2022 Q3	$2.43M	Buy	17,572 +8,199	+87%	+$1.29M	3.36%	4
2022 Q2	$1.28M	Sell	9,373 -495	-5%	-$75K	2.42%	9
2022 Q1	$1.72M	Buy	9,868 +467	+5%	+$78.5K	2.68%	8
2021 Q4	$1.67M	Buy	+9,401	New	+$1.49M	2.42%	8

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Epic Trust Investment Advisors's AAPL Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Apple (AAPL) stake by 12% in Q2 2024, buying an estimated $203K and bringing the position to 10,329 shares worth $2.18M. The position accounts for 2.4% of the portfolio, ranked #8.

Epic Trust Investment Advisors first reported a position in AAPL in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.43M in Q3 2022. 5,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

Epic Trust Investment Advisors held 10,329 shares of Apple worth $2.18M as of Q2 2024.
Epic Trust Investment Advisors bought 1,090 Apple shares in Q2 2024, an estimated $203K.
Apple made up 2.4% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #8 holding.
Epic Trust Investment Advisors first reported a position in Apple in Q4 2021 and has held it in 11 quarters since.
Epic Trust Investment Advisors's Apple position peaked at $2.43M in Q3 2022.
5,118 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.