Family Asset Management’s Apple AAPL Stock Holding History

Family Asset 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 Q3	$4.92M	Hold	21,111	–	–	2.96%	6
2024 Q2	$4.45M	Sell	21,111 -35	-0.2%	-$6.53K	2.86%	6
2024 Q1	$3.63M	Sell	21,146 -227	-1%	-$41.3K	2.26%	11
2023 Q4	$4.12M	Buy	21,373 +348	+2%	+$64.3K	2.75%	8
2023 Q3	$3.6M	Sell	21,025 -391	-2%	-$71.7K	2.66%	9
2023 Q2	$4.15M	Buy	21,416 +5,900	+38%	+$1.03M	2.81%	10
2023 Q1	$2.56M	Sell	15,516 -1,222	-7%	-$180K	1.87%	12
2022 Q4	$2.17M	Buy	+16,738	New	+$2.39M	1.81%	15

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Family Asset Management's AAPL Position: Q3 2024 in Review

Family Asset Management held its Apple (AAPL) position steady in Q3 2024 at 21,111 shares worth $4.92M. The position accounts for 2.96% of the portfolio, ranked #6.

Family Asset Management first reported a position in AAPL in Q4 2022 and has held it in 8 quarters since. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

Family Asset Management held 21,111 shares of Apple worth $4.92M as of Q3 2024.
Family Asset Management left its Apple share count unchanged in Q3 2024.
Apple made up 2.96% of Family Asset Management's portfolio in Q3 2024, its #6 holding.
Family Asset Management first reported a position in Apple in Q4 2022 and has held it in 8 quarters since.
5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.