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Kolinsky Wealth Management’s Apple AAPL Stock Holding History

Kolinsky 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
Q4 		$7.67M Buy
30,621
+489
+2% +$115K 4.68% 3
2024
Q3 		$7.02M Buy
30,132
+2,106
+8% +$470K 4.57% 3
2024
Q2 		$5.9M Buy
28,026
+1,739
+7% +$324K 4.23% 4
2024
Q1 		$4.51M Buy
26,287
+670
+3% +$122K 3.44% 4
2023
Q4 		$4.93M Sell
25,617
-4,004
-14% -$739K 4.34% 4
2023
Q3 		$5.07M Sell
29,621
-1,790
-6% -$328K 5.03% 4
2023
Q2 		$5.96M Buy
31,411
+439
+1% +$76.5K 5.65% 3
2023
Q1 		$5.11M Buy
30,972
+1,467
+5% +$216K 5.42% 3
2022
Q4 		$3.83M Buy
29,505
+5
+0% +$715 4.38% 4
2022
Q3 		$4.08M Buy
29,500
+3,476
+13% +$546K 5.11% 3
2022
Q2 		$3.56M Buy
26,024
+1,671
+7% +$253K 4.2% 4
2022
Q1 		$4.25M Sell
24,353
-1,574
-6% -$265K 4.17% 4
2021
Q4 		$4.6M Buy
+25,927
New +$4.1M 4.26% 4

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

Kolinsky Wealth Management's AAPL Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Apple (AAPL) stake by 1.6% in Q4 2024, buying an estimated $115K and bringing the position to 30,621 shares worth $7.67M. The position accounts for 4.68% of the portfolio, ranked #3.

Kolinsky Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 13 quarters since. 5,662 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Kolinsky Wealth Management held 30,621 shares of Apple worth $7.67M as of Q4 2024.
  • Kolinsky Wealth Management bought 489 Apple shares in Q4 2024, an estimated $115K.
  • Apple made up 4.68% of Kolinsky Wealth Management's portfolio in Q4 2024, its #3 holding.
  • Kolinsky Wealth Management first reported a position in Apple in Q4 2021 and has held it in 13 quarters since.
  • 5,662 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.