Fundsmith Investment Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-600,898
| Closed | -$140M | – | 32 |
|
|
2024
Q3 | $140M | Buy |
600,898
+5,536
| +0.9% | +$1.29M | 1.74% | 19 |
|
|
2024
Q2 | $125M | Sell |
595,362
-20,146
| -3% | -$4.24M | 1.62% | 20 |
|
|
2024
Q1 | $106M | Buy |
615,508
+124,297
| +25% | +$21.3M | 1.4% | 20 |
|
|
2023
Q4 | $94.6M | Hold |
491,211
| – | – | 1.37% | 19 |
|
|
2023
Q3 | $84.1M | Hold |
491,211
| – | – | 1.31% | 19 |
|
|
2023
Q2 | $95.3M | Buy |
491,211
+28,170
| +6% | +$5.46M | 1.39% | 19 |
|
|
2023
Q1 | $76.4M | Buy |
463,041
+202,955
| +78% | +$33.5M | 1.18% | 20 |
|
|
2022
Q4 | $33.8M | Hold |
260,086
| – | – | 0.56% | 20 |
|
|
2022
Q3 | $35.9M | Buy |
+260,086
| New | +$35.9M | 0.62% | 22 |
|