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FirstPurpose Wealth’s Apple AAPL Stock Holding History

FirstPurpose Wealth’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 		$1.29M Buy
7,671
+1,000
+15% +$182K 0.47% 35
2023
Q4 		$1.28M Buy
6,671
+1,863
+39% +$344K 0.49% 34
2023
Q3 		$823K Sell
4,808
-1,031
-18% -$189K 0.36% 52
2023
Q2 		$1.13M Buy
5,839
+79
+1% +$13.8K 0.48% 34
2023
Q1 		$950K Buy
5,760
+216
+4% +$31.9K 0.47% 40
2022
Q4 		$720K Buy
5,544
+331
+6% +$47.3K 0.4% 46
2022
Q3 		$720K Buy
5,213
+672
+15% +$105K 0.47% 38
2022
Q2 		$621K Buy
4,541
+207
+5% +$31.3K 0.42% 46
2022
Q1 		$757K Buy
4,334
+8
+0.2% +$1.34K 0.59% 36
2021
Q4 		$768K Buy
+4,326
New +$684K 0.48% 39

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

FirstPurpose Wealth's AAPL Position: Q1 2024 in Review

FirstPurpose Wealth increased its Apple (AAPL) stake by 15% in Q1 2024, buying an estimated $182K and bringing the position to 7,671 shares worth $1.29M. The position accounts for 0.47% of the portfolio, ranked #35.

FirstPurpose Wealth first reported a position in AAPL in Q4 2021 and has held it in 10 quarters since. 5,012 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • FirstPurpose Wealth held 7,671 shares of Apple worth $1.29M as of Q1 2024.
  • FirstPurpose Wealth bought 1,000 Apple shares in Q1 2024, an estimated $182K.
  • Apple made up 0.47% of FirstPurpose Wealth's portfolio in Q1 2024, its #35 holding.
  • FirstPurpose Wealth first reported a position in Apple in Q4 2021 and has held it in 10 quarters since.
  • 5,012 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.