Householder Group Estate & Retirement Specialist’s Apple AAPL Stock Holding History

Householder Group Estate & Retirement Specialist’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	$7.15M	Sell	28,553 -25,986	-48%	-$6.12M	5.34%	3
2024 Q3	$12.7M	Sell	54,539 -2,212	-4%	-$494K	3.7%	3
2024 Q2	$12M	Buy	56,751 +1,403	+3%	+$262K	3.36%	5
2024 Q1	$9.49M	Buy	55,348 +1,182	+2%	+$215K	2.82%	6
2023 Q4	$10.4M	Sell	54,166 -1,085	-2%	-$200K	3.43%	5
2023 Q3	$9.46M	Buy	+55,251	New	+$10.1M	3.41%	4
2023 Q1	$9.27M	Sell	56,185 -5,015	-8%	-$740K	3.56%	4
2022 Q4	$7.95M	Sell	61,200 -3,626	-6%	-$518K	11.86%	1
2022 Q3	$8.96M	Sell	64,826 -9,128	-12%	-$1.43M	3.69%	4
2022 Q2	$10.1M	Buy	73,954 +12,798	+21%	+$1.94M	4.52%	3
2022 Q1	$10.7M	Buy	61,156 +583	+1%	+$98K	4.3%	4
2021 Q4	$10.8M	Buy	+60,573	New	+$9.57M	4.01%	4

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Norges Bank Oslo, Norway $935B AUM

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

Householder Group Estate & Retirement Specialist's AAPL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Apple (AAPL) stake by 48% in Q4 2024, selling an estimated $6.12M and leaving 28,553 shares worth $7.15M. The position accounts for 5.34% of the portfolio, ranked #3.

Householder Group Estate & Retirement Specialist first reported a position in AAPL in Q4 2021 and has held it in 12 quarters since. The position peaked at $12.7M in Q3 2024. 5,654 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Householder Group Estate & Retirement Specialist held 28,553 shares of Apple worth $7.15M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 25,986 Apple shares in Q4 2024, an estimated $6.12M.
Apple made up 5.34% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #3 holding.
Householder Group Estate & Retirement Specialist first reported a position in Apple in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's Apple position peaked at $12.7M in Q3 2024.
5,654 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.