FMFE Wealth Management’s Apple AAPL Stock Holding History

FMFE 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 Q2	$332K	Hold	1,577	–	–	0.31%	13
2024 Q1	$270K	Hold	1,577	–	–	0.25%	15
2023 Q4	$304K	Buy	+1,577	New	+$291K	0.3%	14

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

FMFE Wealth Management's AAPL Position: Q2 2024 in Review

FMFE Wealth Management held its Apple (AAPL) position steady in Q2 2024 at 1,577 shares worth $332K. The position accounts for 0.31% of the portfolio, ranked #13.

FMFE Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 3 quarters since. 5,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

FMFE Wealth Management held 1,577 shares of Apple worth $332K as of Q2 2024.
FMFE Wealth Management left its Apple share count unchanged in Q2 2024.
Apple made up 0.31% of FMFE Wealth Management's portfolio in Q2 2024, its #13 holding.
FMFE Wealth Management first reported a position in Apple in Q4 2023 and has held it in 3 quarters since.
5,118 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.