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Executive Wealth Group’s Apple AAPL Stock Holding History

Executive Wealth 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
Q1 		$4.98M Buy
27,821
+18,548
+200% +$3.37M 1.04% 20
2023
Q4 		$1.79M Buy
9,273
+1
+0% +$185 1.14% 19
2023
Q3 		$1.59M Buy
9,272
+1
+0% +$183 1.13% 19
2023
Q2 		$1.8M Buy
9,271
+935
+11% +$163K 1.21% 19
2023
Q1 		$1.37M Buy
8,336
+1
+0% +$148 0.97% 22
2022
Q4 		$1.08M Buy
8,335
+12
+0.1% +$1.72K 0.83% 22
2022
Q3 		$1.15M Buy
8,323
+9
+0.1% +$1.41K 0.99% 21
2022
Q2 		$1.14M Buy
8,314
+10
+0.1% +$1.51K 0.88% 21
2022
Q1 		$1.45M Buy
8,304
+9
+0.1% +$1.51K 0.95% 21
2021
Q4 		$1.47M Buy
8,295
+10
+0.1% +$1.58K 0.91% 23
2021
Q3 		$1.17M Buy
8,285
+10
+0.1% +$1.47K 0.72% 23
2021
Q2 		$1.13M Buy
8,275
+12
+0.1% +$1.55K 0.67% 24
2021
Q1 		$1.01M Buy
8,263
+274
+3% +$35.2K 0.62% 24
2020
Q4 		$1.06M Sell
7,989
-2,983
-27% -$359K 0.72% 23
2020
Q3 		$1.27M Buy
10,972
+16
+0.1% +$1.75K 0.98% 21
2020
Q2 		$999K Sell
10,956
-856
-7% -$66.3K 0.8% 23
2020
Q1 		$751K Buy
11,812
+584
+5% +$42.9K 0.72% 24
2019
Q4 		$824K Sell
11,228
-1,088
-9% -$70K 0.62% 24
2019
Q3 		$690K Buy
12,316
+40
+0.3% +$2.09K 0.55% 24
2019
Q2 		$607K Sell
12,276
-2,416
-16% -$118K 0.47% 25
2019
Q1 		$698K Buy
14,692
+56
+0.4% +$2.38K 0.54% 24
2018
Q4 		$577K Buy
14,636
+252
+2% +$12.2K 0.54% 25
2018
Q3 		$812K Buy
14,384
+44
+0.3% +$2.29K 0.67% 23
2018
Q2 		$664K Sell
14,340
-380
-3% -$17.2K 0.59% 23
2018
Q1 		$617K Sell
14,720
-2,516
-15% -$108K 0.53% 23
2017
Q4 		$729K Buy
+17,236
New +$720K 0.65% 23

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Executive Wealth Group's AAPL Position: Q1 2024 in Review

Executive Wealth Group increased its Apple (AAPL) stake by 200% in Q1 2024, buying an estimated $3.37M and bringing the position to 27,821 shares worth $4.98M. The position accounts for 1.04% of the portfolio, ranked #20.

Executive Wealth Group first reported a position in AAPL in Q4 2017 and has held it in 26 quarters since. 5,022 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • Executive Wealth Group held 27,821 shares of Apple worth $4.98M as of Q1 2024.
  • Executive Wealth Group bought 18,548 Apple shares in Q1 2024, an estimated $3.37M.
  • Apple made up 1.04% of Executive Wealth Group's portfolio in Q1 2024, its #20 holding.
  • Executive Wealth Group first reported a position in Apple in Q4 2017 and has held it in 26 quarters since.
  • 5,022 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.