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Keating Wealth Management’s Apple AAPL Stock Holding History

Keating Wealth 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
Q1 		$2.77M Hold
16,167
– – 1.66% 10
2023
Q4 		$3.11M Buy
+16,167
New +$2.99M 2.15% 8

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Keating Wealth Management's AAPL Position: Q1 2024 in Review

Keating Wealth Management held its Apple (AAPL) position steady in Q1 2024 at 16,167 shares worth $2.77M. The position accounts for 1.66% of the portfolio, ranked #10.

Keating Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 2 quarters since. The position peaked at $3.11M in Q4 2023. 5,022 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • Keating Wealth Management held 16,167 shares of Apple worth $2.77M as of Q1 2024.
  • Keating Wealth Management left its Apple share count unchanged in Q1 2024.
  • Apple made up 1.66% of Keating Wealth Management's portfolio in Q1 2024, its #10 holding.
  • Keating Wealth Management first reported a position in Apple in Q4 2023 and has held it in 2 quarters since.
  • Keating Wealth Management's Apple position peaked at $3.11M in Q4 2023.
  • 5,022 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.