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Gunn & Company Investment Management’s Apple AAPL Stock Holding History

Gunn & Company Investment 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 		$11M Sell
47,048
-475,038
-91% -$106M 7.54% 1
2024
Q2 		$110M Buy
522,086
+475,142
+1,012% +$88.6M 6.52% 1
2024
Q1 		$8.05M Sell
46,944
-496,342
-91% -$90.3M 6.05% 2
2023
Q4 		$105M Buy
543,286
+496,583
+1,063% +$91.7M 6.89% 1
2023
Q3 		$8M Buy
+46,703
New +$8.56M 7.03% 1

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Gunn & Company Investment Management's AAPL Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its Apple (AAPL) stake by 91% in Q3 2024, selling an estimated $106M and leaving 47,048 shares worth $11M. The position accounts for 7.54% of the portfolio, ranked #1.

Gunn & Company Investment Management first reported a position in AAPL in Q3 2023 and has held it in 5 quarters since. The position peaked at $110M in Q2 2024. 5,089 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • Gunn & Company Investment Management held 47,048 shares of Apple worth $11M as of Q3 2024.
  • Gunn & Company Investment Management sold 475,038 Apple shares in Q3 2024, an estimated $106M.
  • Apple made up 7.54% of Gunn & Company Investment Management's portfolio in Q3 2024, its #1 holding.
  • Gunn & Company Investment Management first reported a position in Apple in Q3 2023 and has held it in 5 quarters since.
  • Gunn & Company Investment Management's Apple position peaked at $110M in Q2 2024.
  • 5,089 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.