IF
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Insight Folios’s Apple AAPL Stock Holding History

Insight Folios’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 		$1.23M Sell
5,289
-202
-4% -$45.1K 0.44% 35
2024
Q2 		$1.16M Buy
5,491
+211
+4% +$39.3K 0.47% 38
2024
Q1 		$905K Buy
5,280
+1,157
+28% +$210K 0.37% 38
2023
Q4 		$794K Sell
4,123
-27
-0.7% -$4.99K 0.34% 36
2023
Q3 		$710K Sell
4,150
-37
-0.9% -$6.79K 0.35% 36
2023
Q2 		$812K Buy
4,187
+768
+22% +$134K 0.34% 36
2023
Q1 		$564K Sell
3,419
-3
-0.1% -$443 0.25% 40
2022
Q4 		$445K Sell
3,422
-215
-6% -$30.7K 0.2% 45
2022
Q3 		$503K Sell
3,637
-1,578
-30% -$248K 0.26% 38
2022
Q2 		$713K Sell
5,215
-2,968
-36% -$449K 0.34% 35
2022
Q1 		$1.43M Sell
8,183
-231
-3% -$38.8K 0.64% 32
2021
Q4 		$1.49M Buy
8,414
+1,411
+20% +$223K 0.7% 33
2021
Q3 		$991K Buy
7,003
+3,259
+87% +$480K 0.55% 34
2021
Q2 		$513K Buy
3,744
+1,275
+52% +$165K 0.3% 38
2021
Q1 		$302K Sell
2,469
-97
-4% -$12.5K 0.21% 37
2020
Q4 		$341K Buy
2,566
+25
+1% +$3.01K 0.25% 39
2020
Q3 		$294K Buy
2,541
+233
+10% +$25.4K 0.27% 39
2020
Q2 		$211K Buy
+2,308
New +$179K 0.2% 39

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

Insight Folios's AAPL Position: Q3 2024 in Review

Insight Folios reduced its Apple (AAPL) stake by 3.7% in Q3 2024, selling an estimated $45.1K and leaving 5,289 shares worth $1.23M. The position accounts for 0.44% of the portfolio, ranked #35.

Insight Folios first reported a position in AAPL in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.49M in Q4 2021. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • Insight Folios held 5,289 shares of Apple worth $1.23M as of Q3 2024.
  • Insight Folios sold 202 Apple shares in Q3 2024, an estimated $45.1K.
  • Apple made up 0.44% of Insight Folios's portfolio in Q3 2024, its #35 holding.
  • Insight Folios first reported a position in Apple in Q2 2020 and has held it in 18 quarters since.
  • Insight Folios's Apple position peaked at $1.49M in Q4 2021.
  • 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.