Raymond James Financial Services Advisors’s Apple AAPL Stock Holding History

Raymond James Financial Services 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
2023 Q2	–	Sell	-1,500	Closed	-$195K	–	3235
2023 Q1	$195K	Buy	+1,500	New	+$221K	﹤0.01%	2920
2022 Q4	–	Sell	-10,100	Closed	-$1K	–	3251
2022 Q3	$1K	Buy	+10,100	New	+$1.59M	﹤0.01%	3257
2022 Q2	–	Sell	-17,800	Closed	-$35K	–	3254
2022 Q1	$35K	Buy	17,800 +7,000	+65%	+$1.18M	﹤0.01%	3220
2021 Q4	$4K	Buy	+10,800	New	+$1.71M	﹤0.01%	3283
2021 Q3	–	Sell	-12,200	Closed	-$23K	–	3285
2021 Q2	$23K	Buy	12,200 +700	+6%	+$90.7K	﹤0.01%	3244
2021 Q1	$1K	Sell	11,500 -800	-7%	-$103K	﹤0.01%	3173
2020 Q4	$28K	Sell	12,300 -68,000	-85%	-$8.18M	﹤0.01%	2938
2020 Q3	$967K	Buy	80,300 +74,300	+1,238%	+$8.11M	﹤0.01%	1572
2020 Q2	$211K	Buy	+6,000	New	+$465K	﹤0.01%	2451
2020 Q1	–	Sell	-37,600	Closed	-$678K	–	2419
2019 Q4	$678K	Buy	37,600 +1,600	+4%	+$103K	﹤0.01%	1778
2019 Q3	$227K	Buy	+36,000	New	+$1.88M	﹤0.01%	2406

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

Raymond James Financial Services Advisors's AAPL Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Apple (AAPL) stake by 2.5% in Q3 2024, selling an estimated $53.2M and leaving 9,130,395 shares worth $2.13B. The position accounts for 2.83% of the portfolio, ranked #1.

Raymond James Financial Services Advisors first reported a position in AAPL in Q2 2013 and has held it in 46 quarters since. 5,089 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

Raymond James Financial Services Advisors held 9,130,395 shares of Apple worth $2.13B as of Q3 2024.
Raymond James Financial Services Advisors sold 238,008 Apple shares in Q3 2024, an estimated $53.2M.
Apple made up 2.83% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1 holding.
Raymond James Financial Services Advisors first reported a position in Apple in Q2 2013 and has held it in 46 quarters since.
5,089 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.