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
2024 Q3	$67K	Buy	+400	New	+$89.3K	﹤0.01%	3341
2024 Q1	–	Sell	-1,800	Closed	-$306K	–	3386
2023 Q4	$306K	Buy	1,800 +1,300	+260%	+$240K	﹤0.01%	2729
2023 Q3	$85.5K	Sell	500 -3,500	-88%	-$642K	﹤0.01%	3094
2023 Q2	$652K	Buy	+4,000	New	+$697K	﹤0.01%	2189
2021 Q3	–	Sell	-11,200	Closed	-$2K	–	3286
2021 Q2	$2K	Sell	11,200 -4,900	-30%	-$635K	﹤0.01%	3287
2021 Q1	$135K	Buy	+16,100	New	+$2.07M	﹤0.01%	3001
2020 Q4	–	Sell	-27,900	Closed	-$93K	–	2987
2020 Q3	$93K	Buy	+27,900	New	+$3.04M	﹤0.01%	2703

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.