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Kowal Investment Group’s Apple AAPL Stock Holding History

Kowal Investment Group’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 		$11.5M Buy
49,326
+1,862
+4% +$416K 2.11% 9
2024
Q2 		$10M Buy
47,464
+648
+1% +$121K 2% 8
2024
Q1 		$8.03M Buy
46,816
+630
+1% +$115K 1.73% 9
2023
Q4 		$8.89M Buy
46,186
+1,593
+4% +$294K 2.08% 9
2023
Q3 		$7.63M Sell
44,593
-198
-0.4% -$36.3K 2.06% 8
2023
Q2 		$8.69M Sell
44,791
-1,310
-3% -$228K 2.32% 8
2023
Q1 		$7.6M Buy
46,101
+2,447
+6% +$361K 2.15% 7
2022
Q4 		$5.67M Sell
43,654
-2,289
-5% -$327K 1.69% 12
2022
Q3 		$6.35M Buy
45,943
+875
+2% +$137K 2.15% 9
2022
Q2 		$6.16M Sell
45,068
-239
-0.5% -$36.2K 2.02% 7
2022
Q1 		$7.91M Buy
45,307
+507
+1% +$85.3K 2.41% 6
2021
Q4 		$7.96M Buy
44,800
+1,679
+4% +$265K 2.36% 6
2021
Q3 		$6.1M Buy
43,121
+529
+1% +$77.9K 1.93% 7
2021
Q2 		$5.83M Buy
42,592
+3,650
+9% +$473K 2.1% 7
2021
Q1 		$4.76M Buy
38,942
+3,512
+10% +$451K 1.92% 8
2020
Q4 		$4.56M Buy
+35,430
New +$4.26M 2.12% 8

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

Kowal Investment Group's AAPL Position: Q3 2024 in Review

Kowal Investment Group increased its Apple (AAPL) stake by 3.9% in Q3 2024, buying an estimated $416K and bringing the position to 49,326 shares worth $11.5M. The position accounts for 2.11% of the portfolio, ranked #9.

Kowal Investment Group first reported a position in AAPL in Q4 2020 and has held it in 16 quarters since. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • Kowal Investment Group held 49,326 shares of Apple worth $11.5M as of Q3 2024.
  • Kowal Investment Group bought 1,862 Apple shares in Q3 2024, an estimated $416K.
  • Apple made up 2.11% of Kowal Investment Group's portfolio in Q3 2024, its #9 holding.
  • Kowal Investment Group first reported a position in Apple in Q4 2020 and has held it in 16 quarters since.
  • 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.