IP
AAPL icon

Interval Partners’s Apple AAPL Stock Holding History

Interval Partners’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
2025
Q3 		– Sell
-7,000
Closed -$1.44M – 375
2025
Q2 		$1.44M Sell
7,000
-21,168
-75% -$4.27M 0.03% 303
2025
Q1 		$6.26M Buy
+28,168
New +$6.53M 0.22% 144
2024
Q2 		– Hold
0
– – – 357
2024
Q1 		– Hold
0
– – – 283
2022
Q4 		– Sell
-6,000
Closed -$829K – 226
2022
Q3 		$829K Buy
+6,000
New +$942K 0.05% 245
2022
Q2 		– Hold
0
– – – 258
2022
Q1 		– Hold
0
– – – 263
2021
Q3 		– Sell
-3,276
Closed -$449K – 290
2021
Q2 		$449K Buy
+3,276
New +$424K 0.03% 260
2021
Q1 		– Sell
-73,666
Closed -$9.78M – 249
2020
Q4 		$9.78M Buy
+73,666
New +$8.86M 0.58% 62

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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