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Fairhaven Wealth Management’s Apple AAPL Stock Holding History

Fairhaven 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 		$19.8M Buy
79,165
+244
+0.3% +$57.5K 6.2% 4
2024
Q3 		$18.4M Sell
78,921
-229
-0.3% -$51.1K 5.63% 4
2024
Q2 		$16.7M Sell
79,150
-353
-0.4% -$65.8K 5.52% 4
2024
Q1 		$13.6M Buy
79,503
+12,097
+18% +$2.2M 4.68% 5
2023
Q4 		$13M Sell
67,406
-3,742
-5% -$691K 4.75% 5
2023
Q3 		$12.2M Buy
71,148
+1,844
+3% +$338K 4.86% 5
2023
Q2 		$13.4M Buy
+69,304
New +$12.1M 5.14% 5
2022
Q4 		$9.15M Sell
70,457
-475
-0.7% -$67.9K 3.89% 6
2022
Q3 		$9.8M Buy
70,932
+3,525
+5% +$553K 4.38% 6
2022
Q2 		$9.22M Buy
67,407
+2,377
+4% +$360K 4.33% 5
2022
Q1 		$11.4M Buy
65,030
+1,467
+2% +$247K 4.61% 5
2021
Q4 		$11.3M Sell
63,563
-4,621
-7% -$730K 4.4% 5
2021
Q3 		$9.65M Buy
68,184
+778
+1% +$115K 3.97% 7
2021
Q2 		$9.23M Buy
67,406
+559
+0.8% +$72.4K 3.68% 8
2021
Q1 		$8.16M Buy
66,847
+2,496
+4% +$320K 3.42% 8
2020
Q4 		$8.54M Buy
64,351
+4,414
+7% +$531K 3.76% 8
2020
Q3 		$6.94M Buy
59,937
+725
+1% +$79.1K 4.11% 7
2020
Q2 		$5.4M Buy
59,212
+2,092
+4% +$162K 3.55% 8
2020
Q1 		$3.63M Buy
57,120
+4,032
+8% +$297K 3.29% 9
2019
Q4 		$3.9M Sell
53,088
-1,940
-4% -$125K 3.24% 10
2019
Q3 		$3.08M Sell
55,028
-872
-2% -$45.6K 2.88% 9
2019
Q2 		$2.77M Sell
55,900
-2,960
-5% -$144K 2.57% 10
2019
Q1 		$2.79M Buy
58,860
+2,788
+5% +$118K 2.66% 10
2018
Q4 		$2.21M Buy
+56,072
New +$2.72M 2.17% 11

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

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

Fairhaven Wealth Management increased its Apple (AAPL) stake by 0.31% in Q4 2024, buying an estimated $57.5K and bringing the position to 79,165 shares worth $19.8M. The position accounts for 6.2% of the portfolio, ranked #4.

Fairhaven Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 24 quarters since. 5,654 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Fairhaven Wealth Management held 79,165 shares of Apple worth $19.8M as of Q4 2024.
  • Fairhaven Wealth Management bought 244 Apple shares in Q4 2024, an estimated $57.5K.
  • Apple made up 6.2% of Fairhaven Wealth Management's portfolio in Q4 2024, its #4 holding.
  • Fairhaven Wealth Management first reported a position in Apple in Q4 2018 and has held it in 24 quarters since.
  • 5,654 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.