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Executive Wealth Management’s Apple AAPL Stock Holding History

Executive Wealth Management’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 		$48.4M Sell
193,396
-9,684
-5% -$2.28M 3.79% 4
2024
Q3 		$47.3M Buy
+203,080
New +$45.4M 3.71% 4
2024
Q2 		– Sell
-206,904
Closed -$35.2M – 118
2024
Q1 		$35.2M Sell
206,904
-7,715
-4% -$1.4M 3.08% 5
2023
Q4 		$41.3M Buy
214,619
+415
+0.2% +$76.6K 3.89% 4
2023
Q3 		$36.7M Sell
214,204
-5,080
-2% -$932K 3.8% 3
2023
Q2 		$42.5M Buy
219,284
+21,863
+11% +$3.81M 4.4% 4
2023
Q1 		$32.6M Buy
197,421
+4,395
+2% +$648K 3.61% 3
2022
Q4 		$25.1M Buy
193,026
+166,758
+635% +$23.8M 3.08% 6
2022
Q3 		$26.3K Sell
26,268
-168,038
-86% -$26.4M 3.66% 4
2022
Q2 		$26.6M Sell
194,306
-27,175
-12% -$4.12M 3.57% 5
2022
Q1 		$38.7M Buy
221,481
+99
+0% +$16.6K 4.2% 3
2021
Q4 		$39.3M Buy
221,382
+7,292
+3% +$1.15M 3.91% 3
2021
Q3 		$30.3M Sell
214,090
-3,805
-2% -$560K 3.34% 5
2021
Q2 		$29.8M Buy
217,895
+3,986
+2% +$516K 3.27% 5
2021
Q1 		$26.1M Sell
213,909
-6
-0% -$770 3.07% 7
2020
Q4 		$28.4M Buy
213,915
+15,972
+8% +$1.92M 3.49% 7
2020
Q3 		$22.9M Sell
197,943
-15,929
-7% -$1.74M 3.17% 7
2020
Q2 		$19.5M Sell
213,872
-33,672
-14% -$2.61M 2.93% 8
2020
Q1 		$15.7M Sell
247,544
-33,500
-12% -$2.46M 2.8% 6
2019
Q4 		$20.6M Buy
+281,044
New +$18.1M 2.82% 9
2019
Q3 		– Sell
-270,868
Closed -$13.4M – 136
2019
Q2 		$13.4M Buy
270,868
+6,564
+2% +$320K 1.9% 11
2019
Q1 		$12.6M Buy
264,304
+9,044
+4% +$384K 2.24% 9
2018
Q4 		$10.1M Buy
+255,260
New +$12.4M 1.77% 12

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

Executive Wealth Management's AAPL Position: Q4 2024 in Review

Executive Wealth Management reduced its Apple (AAPL) stake by 4.8% in Q4 2024, selling an estimated $2.28M and leaving 193,396 shares worth $48.4M. The position accounts for 3.79% of the portfolio, ranked #4.

Executive Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 23 quarters since. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Executive Wealth Management held 193,396 shares of Apple worth $48.4M as of Q4 2024.
  • Executive Wealth Management sold 9,684 Apple shares in Q4 2024, an estimated $2.28M.
  • Apple made up 3.79% of Executive Wealth Management's portfolio in Q4 2024, its #4 holding.
  • Executive Wealth Management first reported a position in Apple in Q4 2018 and has held it in 23 quarters since.
  • 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.