Peterson Financial Group’s Apple AAPL Stock Holding History

Peterson Financial Group’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	$660K	Buy	2,834 +37	+1%	+$8.26K	2.54%	7
2024 Q2	$589K	Buy	2,797 +148	+6%	+$27.6K	3.59%	10
2024 Q1	$454K	Sell	2,649 -59	-2%	-$10.7K	2.97%	11
2023 Q4	$521K	Buy	2,708 +726	+37%	+$134K	3.42%	10
2023 Q3	$339K	Buy	1,982 +20	+1%	+$3.67K	3.37%	12
2023 Q2	$381K	Sell	1,962 -424	-18%	-$73.9K	3.49%	11
2023 Q1	$393K	Sell	2,386 -35,180	-94%	-$5.19M	3.96%	10
2022 Q4	$4.88M	Sell	37,566 -19,881	-35%	-$2.84M	6.45%	2
2022 Q3	$7.94M	Buy	57,447 +987	+2%	+$155K	7.72%	1
2022 Q2	$7.72M	Buy	56,460 +3,105	+6%	+$470K	7.27%	2
2022 Q1	$9.32M	Buy	53,355 +683	+1%	+$115K	7.72%	1
2021 Q4	$9.35M	Buy	+52,672	New	+$8.32M	7.63%	1

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peterson Financial Group's AAPL Position: Q3 2024 in Review

Peterson Financial Group increased its Apple (AAPL) stake by 1.3% in Q3 2024, buying an estimated $8.26K and bringing the position to 2,834 shares worth $660K. The position accounts for 2.54% of the portfolio, ranked #7.

Peterson Financial Group first reported a position in AAPL in Q4 2021 and has held it in 12 quarters since. The position peaked at $9.35M in Q4 2021. 5,089 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

Peterson Financial Group held 2,834 shares of Apple worth $660K as of Q3 2024.
Peterson Financial Group bought 37 Apple shares in Q3 2024, an estimated $8.26K.
Apple made up 2.54% of Peterson Financial Group's portfolio in Q3 2024, its #7 holding.
Peterson Financial Group first reported a position in Apple in Q4 2021 and has held it in 12 quarters since.
Peterson Financial Group's Apple position peaked at $9.35M in Q4 2021.
5,089 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.