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Planning Capital Management Corporation’s Apple AAPL Stock Holding History

Planning Capital Management Corporation’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 		$6.29M Buy
26,978
+5,046
+23% +$1.13M 4.17% 2
2024
Q2 		$4.62M Sell
21,932
-27
-0.1% -$5.04K 3.26% 5
2024
Q1 		$3.77M Sell
21,959
-2,435
-10% -$443K 2.75% 12
2023
Q4 		$4.7M Buy
+24,394
New +$4.5M 3.67% 2

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
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

Planning Capital Management Corporation's AAPL Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Apple (AAPL) stake by 23% in Q3 2024, buying an estimated $1.13M and bringing the position to 26,978 shares worth $6.29M. The position accounts for 4.17% of the portfolio, ranked #2.

Planning Capital Management Corporation first reported a position in AAPL in Q4 2023 and has held it in 4 quarters since. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • Planning Capital Management Corporation held 26,978 shares of Apple worth $6.29M as of Q3 2024.
  • Planning Capital Management Corporation bought 5,046 Apple shares in Q3 2024, an estimated $1.13M.
  • Apple made up 4.17% of Planning Capital Management Corporation's portfolio in Q3 2024, its #2 holding.
  • Planning Capital Management Corporation first reported a position in Apple in Q4 2023 and has held it in 4 quarters since.
  • 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.