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LifePro Asset Management’s Apple AAPL Stock Holding History

LifePro Asset 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
Q3 		$1.94M Buy
8,313
+752
+10% +$168K 1.19% 32
2024
Q2 		$1.59M Sell
7,561
-2,354
-24% -$439K 1.14% 28
2024
Q1 		$1.7M Sell
9,915
-28
-0.3% -$5.09K 1.12% 31
2023
Q4 		$1.91M Buy
9,943
+3,149
+46% +$581K 1.48% 24
2023
Q3 		$1.16M Sell
6,794
-9,056
-57% -$1.66M 0.96% 30
2023
Q2 		$3.07M Buy
15,850
+9,506
+150% +$1.66M 2.37% 13
2023
Q1 		$824K Hold
6,344
– – 0.6% 37
2022
Q4 		$824K Buy
6,344
+128
+2% +$18.3K 0.6% 36
2022
Q3 		$859K Sell
6,216
-1,125
-15% -$177K 0.49% 22
2022
Q2 		$1M Sell
7,341
-199
-3% -$30.1K 0.52% 38
2022
Q1 		$1.32M Sell
7,540
-1,217
-14% -$205K 0.47% 38
2021
Q4 		$1.55M Buy
8,757
+190
+2% +$30K 0.46% 34
2021
Q3 		$1.21M Buy
8,567
+399
+5% +$58.7K 0.37% 34
2021
Q2 		$1.12M Sell
8,168
-8,535
-51% -$1.11M 0.33% 32
2021
Q1 		$2.04M Sell
16,703
-1,006
-6% -$129K 0.65% 25
2020
Q4 		$2.35M Sell
17,709
-479
-3% -$57.6K 0.73% 30
2020
Q3 		$2.11M Buy
+18,188
New +$1.98M 1.08% 24

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

LifePro Asset Management's AAPL Position: Q3 2024 in Review

LifePro Asset Management increased its Apple (AAPL) stake by 9.9% in Q3 2024, buying an estimated $168K and bringing the position to 8,313 shares worth $1.94M. The position accounts for 1.19% of the portfolio, ranked #32.

LifePro Asset Management first reported a position in AAPL in Q3 2020 and has held it in 17 quarters since. The position peaked at $3.07M in Q2 2023. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • LifePro Asset Management held 8,313 shares of Apple worth $1.94M as of Q3 2024.
  • LifePro Asset Management bought 752 Apple shares in Q3 2024, an estimated $168K.
  • Apple made up 1.19% of LifePro Asset Management's portfolio in Q3 2024, its #32 holding.
  • LifePro Asset Management first reported a position in Apple in Q3 2020 and has held it in 17 quarters since.
  • LifePro Asset Management's Apple position peaked at $3.07M in Q2 2023.
  • 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.