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EPIQ Capital Group’s Apple AAPL Stock Holding History

EPIQ 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 		$4.5M Buy
17,978
+18
+0.1% +$4.24K 1.17% 14
2024
Q3 		$4.18M Buy
17,960
+211
+1% +$47.1K 1.2% 15
2024
Q2 		$3.74M Buy
17,749
+8,573
+93% +$1.6M 1.32% 12
2024
Q1 		$1.57M Buy
9,176
+6,656
+264% +$1.21M 0.63% 18
2023
Q4 		$485K Buy
2,520
+3
+0.1% +$554 0.22% 32
2023
Q3 		$431K Buy
2,517
+4
+0.2% +$734 0.22% 32
2023
Q2 		$488K Buy
2,513
+3
+0.1% +$523 0.25% 30
2023
Q1 		$414K Sell
2,510
-196
-7% -$28.9K 0.21% 33
2022
Q4 		$352K Buy
2,706
+1
+0% +$143 0.19% 34
2022
Q3 		$374K Sell
2,705
-41
-1% -$6.43K 0.18% 32
2022
Q2 		$375K Buy
2,746
+48
+2% +$7.27K 0.15% 33
2022
Q1 		$471K Buy
2,698
+4
+0.1% +$673 0.13% 36
2021
Q4 		$478K Buy
2,694
+14
+0.5% +$2.21K 0.08% 39
2021
Q3 		$379K Buy
2,680
+54
+2% +$7.95K 0.04% 47
2021
Q2 		$360K Buy
2,626
+4
+0.2% +$518 0.04% 42
2021
Q1 		$320K Buy
2,622
+4
+0.2% +$513 0.04% 41
2020
Q4 		$347K Buy
2,618
+5
+0.2% +$601 0.05% 36
2020
Q3 		$303K Buy
2,613
+5
+0.2% +$546 0.04% 34
2020
Q2 		$238K Buy
+2,608
New +$202K 0.04% 38

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

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

EPIQ Capital Group increased its Apple (AAPL) stake by 0.1% in Q4 2024, buying an estimated $4.24K and bringing the position to 17,978 shares worth $4.5M. The position accounts for 1.17% of the portfolio, ranked #14.

EPIQ Capital Group first reported a position in AAPL in Q2 2020 and has held it in 19 quarters since. 5,662 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • EPIQ Capital Group held 17,978 shares of Apple worth $4.5M as of Q4 2024.
  • EPIQ Capital Group bought 18 Apple shares in Q4 2024, an estimated $4.24K.
  • Apple made up 1.17% of EPIQ Capital Group's portfolio in Q4 2024, its #14 holding.
  • EPIQ Capital Group first reported a position in Apple in Q2 2020 and has held it in 19 quarters since.
  • 5,662 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.