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New Potomac Partners’s Apple AAPL Stock Holding History

New Potomac Partners’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 		$8.76M Sell
37,588
-405
-1% -$90.4K 4.5% 2
2024
Q2 		$8M Buy
37,993
+277
+0.7% +$51.7K 4.37% 3
2024
Q1 		$6.47M Sell
37,716
-1,424
-4% -$259K 3.59% 4
2023
Q4 		$7.54M Buy
39,140
+4,374
+13% +$808K 4.48% 3
2023
Q3 		$5.95M Sell
34,766
-1,625
-4% -$298K 4.1% 4
2023
Q2 		$7.06M Sell
36,391
-1,729
-5% -$301K 4.66% 2
2023
Q1 		$6.29M Sell
38,120
-209
-0.5% -$30.8K 4.36% 2
2022
Q4 		$4.98M Sell
38,329
-520
-1% -$74.3K 3.69% 4
2022
Q3 		$5.37M Sell
38,849
-615
-2% -$96.5K 4.53% 2
2022
Q2 		$5.4M Sell
39,464
-291
-0.7% -$44.1K 4.33% 4
2022
Q1 		$6.94M Sell
39,755
-6,047
-13% -$1.02M 4.88% 2
2021
Q4 		$8.13M Sell
45,802
-450
-1% -$71.1K 5.27% 2
2021
Q3 		$6.54M Sell
46,252
-366
-0.8% -$53.9K 4.52% 2
2021
Q2 		$6.38M Sell
46,618
-745
-2% -$96.5K 4.34% 2
2021
Q1 		$5.79M Sell
47,363
-565
-1% -$72.5K 4.25% 2
2020
Q4 		$6.36M Buy
47,928
+340
+0.7% +$40.9K 4.6% 2
2020
Q3 		$5.51M Sell
47,588
-5,264
-10% -$574K 4.39% 2
2020
Q2 		$4.82M Sell
52,852
-672
-1% -$52.1K 4.31% 2
2020
Q1 		$3.4M Sell
53,524
-588
-1% -$43.2K 3.72% 4
2019
Q4 		$3.97M Sell
54,112
-740
-1% -$47.6K 3.7% 3
2019
Q3 		$3.07M Buy
54,852
+148
+0.3% +$7.74K 3.07% 4
2019
Q2 		$2.71M Sell
54,704
-2,200
-4% -$107K 2.75% 5
2019
Q1 		$2.7M Sell
56,904
-1,100
-2% -$46.7K 2.73% 5
2018
Q4 		$2.29M Buy
58,004
+280
+0.5% +$13.6K 2.46% 6
2018
Q3 		$3.26M Sell
57,724
-900
-2% -$46.9K 3.02% 5
2018
Q2 		$2.71M Buy
58,624
+1,572
+3% +$71.3K 2.62% 6
2018
Q1 		$2.39M Sell
57,052
-2,040
-3% -$87.8K 2.35% 10
2017
Q4 		$2.5M Buy
+59,092
New +$2.47M 2.39% 10

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

New Potomac Partners's AAPL Position: Q3 2024 in Review

New Potomac Partners reduced its Apple (AAPL) stake by 1.1% in Q3 2024, selling an estimated $90.4K and leaving 37,588 shares worth $8.76M. The position accounts for 4.5% of the portfolio, ranked #2.

New Potomac Partners first reported a position in AAPL in Q4 2017 and has held it in 28 quarters since. 5,096 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • New Potomac Partners held 37,588 shares of Apple worth $8.76M as of Q3 2024.
  • New Potomac Partners sold 405 Apple shares in Q3 2024, an estimated $90.4K.
  • Apple made up 4.5% of New Potomac Partners's portfolio in Q3 2024, its #2 holding.
  • New Potomac Partners first reported a position in Apple in Q4 2017 and has held it in 28 quarters since.
  • 5,096 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.