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Maxwell Wealth Strategies’s Apple AAPL Stock Holding History

Maxwell Wealth Strategies’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 		$8.08M Sell
32,251
-193
-0.6% -$45.5K 3.3% 4
2024
Q3 		$7.25M Buy
32,444
+717
+2% +$160K 3.08% 5
2024
Q2 		$6.68M Sell
31,727
-31
-0.1% -$5.78K 3.27% 4
2024
Q1 		$6.08M Buy
31,758
+3,179
+11% +$578K 3.08% 3
2023
Q4 		$5.5M Buy
+28,579
New +$5.28M 3.6% 3

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
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
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

Maxwell Wealth Strategies's AAPL Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Apple (AAPL) stake by 0.59% in Q4 2024, selling an estimated $45.5K and leaving 32,251 shares worth $8.08M. The position accounts for 3.3% of the portfolio, ranked #4.

Maxwell Wealth Strategies first reported a position in AAPL in Q4 2023 and has held it in 5 quarters since. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Maxwell Wealth Strategies held 32,251 shares of Apple worth $8.08M as of Q4 2024.
  • Maxwell Wealth Strategies sold 193 Apple shares in Q4 2024, an estimated $45.5K.
  • Apple made up 3.3% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #4 holding.
  • Maxwell Wealth Strategies first reported a position in Apple in Q4 2023 and has held it in 5 quarters since.
  • 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.