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Peninsula Wealth’s Apple AAPL Stock Holding History

Peninsula Wealth’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 		$13.2M Buy
52,830
+817
+2% +$193K 2.26% 10
2024
Q3 		$12.1M Buy
52,013
+765
+1% +$171K 2.11% 11
2024
Q2 		$11.8M Buy
51,248
+261
+0.5% +$48.7K 2.21% 10
2024
Q1 		$8.74M Sell
50,987
-9,324
-15% -$1.7M 1.74% 13
2023
Q4 		$11.6M Sell
60,311
-952
-2% -$176K 2.4% 11
2023
Q3 		$10.6M Sell
61,263
-2,392
-4% -$439K 2.48% 10
2023
Q2 		$12.3M Buy
63,655
+527
+0.8% +$91.8K 3.23% 8
2023
Q1 		$10.4M Buy
63,128
+520
+0.8% +$76.7K 3% 9
2022
Q4 		$8.13M Buy
62,608
+161
+0.3% +$23K 2.56% 9
2022
Q3 		$8.63M Sell
62,447
-8,534
-12% -$1.34M 3.05% 9
2022
Q2 		$9.71M Sell
70,981
-1,148
-2% -$174K 3.28% 8
2022
Q1 		$12.6M Buy
72,129
+7,914
+12% +$1.33M 3.59% 8
2021
Q4 		$11.4M Buy
64,215
+716
+1% +$113K 3.07% 9
2021
Q3 		$8.98M Buy
63,499
+3,516
+6% +$518K 2.85% 10
2021
Q2 		$8.21M Buy
59,983
+2,193
+4% +$284K 2.69% 10
2021
Q1 		$7.06M Buy
57,790
+115
+0.2% +$14.8K 2.53% 11
2020
Q4 		$7.65M Buy
57,675
+419
+0.7% +$50.4K 2.87% 10
2020
Q3 		$6.63M Buy
57,256
+6,236
+12% +$680K 2.84% 8
2020
Q2 		$4.65M Sell
51,020
-9,808
-16% -$760K 2.17% 11
2020
Q1 		$3.87M Buy
60,828
+724
+1% +$53.2K 2.16% 9
2019
Q4 		$4.41M Sell
60,104
-68
-0.1% -$4.38K 2.04% 8
2019
Q3 		$3.37M Sell
60,172
-1,448
-2% -$75.7K 1.68% 9
2019
Q2 		$3.05M Buy
61,620
+12,028
+24% +$586K 1.56% 10
2019
Q1 		$2.35M Sell
49,592
-768
-2% -$32.6K 1.3% 10
2018
Q4 		$1.99M Sell
50,360
-13,516
-21% -$655K 1.24% 11
2018
Q3 		$3.6M Sell
63,876
-7,924
-11% -$413K 1.94% 9
2018
Q2 		$3.32M Buy
71,800
+776
+1% +$35.2K 1.95% 8
2018
Q1 		$2.98M Buy
+71,024
New +$3.06M 1.78% 9

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

Peninsula Wealth's AAPL Position: Q4 2024 in Review

Peninsula Wealth increased its Apple (AAPL) stake by 1.6% in Q4 2024, buying an estimated $193K and bringing the position to 52,830 shares worth $13.2M. The position accounts for 2.26% of the portfolio, ranked #10.

Peninsula Wealth first reported a position in AAPL in Q1 2018 and has held it in 28 quarters since. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Peninsula Wealth held 52,830 shares of Apple worth $13.2M as of Q4 2024.
  • Peninsula Wealth bought 817 Apple shares in Q4 2024, an estimated $193K.
  • Apple made up 2.26% of Peninsula Wealth's portfolio in Q4 2024, its #10 holding.
  • Peninsula Wealth first reported a position in Apple in Q1 2018 and has held it in 28 quarters since.
  • 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

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