FIG
AAPL icon

FundX Investment Group’s Apple AAPL Stock Holding History

FundX Investment Group’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
2021
Q4 		$1.46M Hold
8,194
– – 0.35% 29
2021
Q3 		$1.16M Hold
8,194
– – 0.55% 22
2021
Q2 		$738 Sell
8,194
-84
-1% -$10.9K 0.08% 33
2021
Q1 		$1.01M Buy
+8,278
New +$1.06M 0.57% 24
2020
Q4 		– Sell
-2,212
Closed -$256K – 34
2020
Q3 		$256K Hold
2,212
– – 0.1% 32
2020
Q2 		$202K Buy
+2,212
New +$171K 0.09% 36
2020
Q1 		– Sell
-17,816
Closed -$1.31M – 32
2019
Q4 		$1.31M Buy
17,816
+6,924
+64% +$445K 0.35% 32
2019
Q3 		$610K Hold
10,892
– – 0.22% 29
2019
Q2 		$539K Buy
10,892
+280
+3% +$13.6K 0.22% 33
2019
Q1 		$504K Sell
10,612
-1,428
-12% -$60.6K 0.17% 37
2018
Q4 		$475K Buy
12,040
+2,828
+31% +$137K 0.18% 38
2018
Q3 		$520K Hold
9,212
– – 0.29% 28
2018
Q2 		$426K Sell
9,212
-10,640
-54% -$483K 0.21% 29
2018
Q1 		$833K Buy
19,852
+9,376
+89% +$404K 0.44% 20
2017
Q4 		$443K Buy
10,476
+1,264
+14% +$52.8K 0.22% 31
2017
Q3 		$355K Hold
9,212
– – 0.15% 26
2017
Q2 		$332K Sell
9,212
-332
-3% -$12.3K 0.14% 30
2017
Q1 		$343K Sell
9,544
-3,032
-24% -$99.8K 0.14% 40
2016
Q4 		$364K Buy
12,576
+3,032
+32% +$86K 0.13% 36
2016
Q3 		$270K Buy
+9,544
New +$253K 0.07% 45

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FundX Investment Group's AAPL Position: Q4 2021 in Review

FundX Investment Group held its Apple (AAPL) position steady in Q4 2021 at 8,194 shares worth $1.46M. The position accounts for 0.35% of the portfolio, ranked #29.

FundX Investment Group first reported a position in AAPL in Q3 2016 and has held it in 20 quarters since. 4,390 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.

  • FundX Investment Group held 8,194 shares of Apple worth $1.46M as of Q4 2021.
  • FundX Investment Group left its Apple share count unchanged in Q4 2021.
  • Apple made up 0.35% of FundX Investment Group's portfolio in Q4 2021, its #29 holding.
  • FundX Investment Group first reported a position in Apple in Q3 2016 and has held it in 20 quarters since.
  • 4,390 funds tracked by Wall St. Rank held Apple as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.