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HBC Financial Services’s Apple AAPL Stock Holding History

HBC Financial Services’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
Q4 		$2.61M Hold
10,413
– – 1.6% 8
2024
Q3 		$2.4M Buy
10,413
+48
+0.5% +$10.7K 1.46% 9
2024
Q2 		$2.26M Buy
10,365
+138
+1% +$25.7K 1.44% 9
2024
Q1 		$1.73M Buy
+10,227
New +$1.86M 1.17% 10
2023
Q1 		– Sell
-51
Closed -$5K – 174
2022
Q4 		$5K Sell
51
-204
-80% -$29.2K ﹤0.01% 125
2022
Q3 		$21K Sell
255
-193
-43% -$30.3K 0.02% 85
2022
Q2 		$40K Hold
448
– – 0.03% 69
2022
Q1 		$48K Buy
448
+80
+22% +$13.5K 0.03% 63
2021
Q4 		$59K Sell
368
-12,334
-97% -$1.95M 0.04% 51
2021
Q3 		$1.82M Buy
12,702
+82
+0.6% +$12.1K 1.21% 10
2021
Q2 		$1.8M Sell
12,620
-419
-3% -$54.3K 1.21% 11
2021
Q1 		$1.75M Sell
13,039
-50
-0.4% -$6.42K 1.21% 10
2020
Q4 		$1.71M Sell
13,089
-825
-6% -$99.2K 1.33% 10
2020
Q3 		$1.62M Sell
13,914
-1,170
-8% -$128K 1.36% 10
2020
Q2 		$1.47M Sell
15,084
-60
-0.4% -$4.65K 1.32% 10
2020
Q1 		$912K Sell
15,144
-4,700
-24% -$346K 1.03% 11
2019
Q4 		$1.48M Buy
+19,844
New +$1.28M 1.28% 10

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HBC Financial Services's AAPL Position: Q4 2024 in Review

HBC Financial Services held its Apple (AAPL) position steady in Q4 2024 at 10,413 shares worth $2.61M. The position accounts for 1.6% of the portfolio, ranked #8.

HBC Financial Services first reported a position in AAPL in Q4 2019 and has held it in 17 quarters since. 5,662 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • HBC Financial Services held 10,413 shares of Apple worth $2.61M as of Q4 2024.
  • HBC Financial Services left its Apple share count unchanged in Q4 2024.
  • Apple made up 1.6% of HBC Financial Services's portfolio in Q4 2024, its #8 holding.
  • HBC Financial Services first reported a position in Apple in Q4 2019 and has held it in 17 quarters since.
  • 5,662 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.