Pillar Wealth Advisors’s Apple AAPL Stock Holding History

Pillar Wealth Advisors’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	–	Sell	-1,124	Closed	-$262K	–	1
2024 Q3	$262K	Sell	1,124 -3,236	-74%	-$723K	7.83%	7
2024 Q2	$918K	Sell	4,360 -273	-6%	-$50.9K	1.1%	25
2024 Q1	$794K	Hold	4,633	–	–	0.6%	35
2023 Q4	$892K	Hold	4,633	–	–	0.69%	35
2023 Q3	$793K	Hold	4,633	–	–	0.69%	35
2023 Q2	$899K	Sell	4,633 -444	-9%	-$77.4K	0.75%	37
2023 Q1	$837K	Buy	5,077 +445	+10%	+$65.7K	0.83%	29
2022 Q4	$602K	Sell	4,632 -832	-15%	-$119K	0.58%	34
2022 Q3	$755K	Hold	5,464	–	–	0.75%	30
2022 Q2	$747K	Buy	5,464 +142	+3%	+$21.5K	0.76%	29
2022 Q1	$929K	Hold	5,322	–	–	0.9%	24
2021 Q4	$945K	Buy	+5,322	New	+$841K	0.9%	25

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Pillar Wealth Advisors's AAPL Position: Q4 2024 in Review

Pillar Wealth Advisors sold out of Apple (AAPL) in Q4 2024, closing a stake of 1,124 shares — an estimated $262K sold.

Pillar Wealth Advisors first reported a position in AAPL in Q4 2021 and held it in 12 quarters. The position peaked at $945K in Q4 2021. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Pillar Wealth Advisors reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 1,124 Apple shares in Q4 2024, an estimated $262K.
Pillar Wealth Advisors first reported a position in Apple in Q4 2021 and held it in 12 quarters.
Pillar Wealth Advisors's Apple position peaked at $945K in Q4 2021.
5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Pillar Wealth Advisors's 13F filing for Q4 2024.