Raymond James Trust Company of New Hampshire’s Apple AAPL Stock Holding History

Raymond James Trust Company of New Hampshire’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	$291K	Buy	1,251 +29	+2%	+$6.48K	2.4%	13
2024 Q2	$257K	Buy	1,222 +3	+0.2%	+$559	2.4%	14
2024 Q1	$209K	Buy	1,219 +79	+7%	+$14.4K	2.08%	17
2023 Q4	$219K	Sell	1,140 -537	-32%	-$99.2K	2.45%	14
2023 Q3	$287K	Sell	1,677 -54	-3%	-$9.9K	3.75%	8
2023 Q2	$336K	Sell	1,731 -241	-12%	-$42K	3.84%	7
2023 Q1	$325K	Sell	1,972 -134	-6%	-$19.8K	3.65%	7
2022 Q4	$274K	Sell	2,106 -10	-0.5%	-$1.43K	2.46%	12
2022 Q3	$292K	Buy	2,116 +253	+14%	+$39.7K	2.56%	11
2022 Q2	$255K	Sell	1,863 -133	-7%	-$20.1K	2.1%	15
2022 Q1	$349K	Buy	+1,996	New	+$336K	2.3%	13

Other funds holding AAPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Trust Company of New Hampshire's AAPL Position: Q3 2024 in Review

Raymond James Trust Company of New Hampshire increased its Apple (AAPL) stake by 2.4% in Q3 2024, buying an estimated $6.48K and bringing the position to 1,251 shares worth $291K. The position accounts for 2.4% of the portfolio, ranked #13.

Raymond James Trust Company of New Hampshire first reported a position in AAPL in Q1 2022 and has held it in 11 quarters since. The position peaked at $349K in Q1 2022. 5,093 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

Raymond James Trust Company of New Hampshire held 1,251 shares of Apple worth $291K as of Q3 2024.
Raymond James Trust Company of New Hampshire bought 29 Apple shares in Q3 2024, an estimated $6.48K.
Apple made up 2.4% of Raymond James Trust Company of New Hampshire's portfolio in Q3 2024, its #13 holding.
Raymond James Trust Company of New Hampshire first reported a position in Apple in Q1 2022 and has held it in 11 quarters since.
Raymond James Trust Company of New Hampshire's Apple position peaked at $349K in Q1 2022.
5,093 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Raymond James Trust Company of New Hampshire's 13F filing for Q3 2024, filed 12 Nov 2024.