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Naples Money Management’s Apple AAPL Stock Holding History

Naples Money 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 		$1.89M Buy
8,128
+12
+0.1% +$2.68K 1.6% 24
2024
Q2 		$1.76M Sell
8,116
-8,620
-52% -$1.61M 1.5% 25
2024
Q1 		$2.87M Sell
16,736
-1,255
-7% -$228K 2.86% 11
2023
Q4 		$3.46M Buy
+17,991
New +$3.32M 3.24% 7

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 $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

Naples Money Management's AAPL Position: Q3 2024 in Review

Naples Money Management increased its Apple (AAPL) stake by 0.15% in Q3 2024, buying an estimated $2.68K and bringing the position to 8,128 shares worth $1.89M. The position accounts for 1.6% of the portfolio, ranked #24.

Naples Money Management first reported a position in AAPL in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.46M in Q4 2023. 5,091 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • Naples Money Management held 8,128 shares of Apple worth $1.89M as of Q3 2024.
  • Naples Money Management bought 12 Apple shares in Q3 2024, an estimated $2.68K.
  • Apple made up 1.6% of Naples Money Management's portfolio in Q3 2024, its #24 holding.
  • Naples Money Management first reported a position in Apple in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Apple position peaked at $3.46M in Q4 2023.
  • 5,091 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.