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RE Dickinson Investment Advisors’s Apple AAPL Stock Holding History

RE Dickinson Investment 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 		$7.06M Sell
28,174
-379
-1% -$89.3K 3.98% 9
2024
Q3 		$6.65M Sell
28,553
-192
-0.7% -$42.9K 3.75% 10
2024
Q2 		$6.05M Sell
28,745
-1,021
-3% -$190K 3.68% 10
2024
Q1 		$5.1M Sell
29,766
-924
-3% -$168K 3.19% 10
2023
Q4 		$5.91M Sell
30,690
-532
-2% -$98.2K 3.93% 10
2023
Q3 		$5.34M Buy
31,222
+2
+0% +$367 3.75% 11
2023
Q2 		$6.06M Sell
31,220
-132
-0.4% -$23K 2.22% 17
2023
Q1 		$5.17M Sell
31,352
-344
-1% -$50.8K 1.75% 20
2022
Q4 		$4.12M Sell
31,696
-125
-0.4% -$17.9K 1.7% 22
2022
Q3 		$4.4M Sell
31,821
-11
-0% -$1.73K 3.63% 11
2022
Q2 		$4.35M Sell
31,832
-54
-0.2% -$8.18K 0.62% 14
2022
Q1 		$5.57M Sell
31,886
-107
-0.3% -$18K 3.74% 10
2021
Q4 		$5.68M Buy
+31,993
New +$5.06M 4.31% 9

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RE Dickinson Investment Advisors's AAPL Position: Q4 2024 in Review

RE Dickinson Investment Advisors reduced its Apple (AAPL) stake by 1.3% in Q4 2024, selling an estimated $89.3K and leaving 28,174 shares worth $7.06M. The position accounts for 3.98% of the portfolio, ranked #9.

RE Dickinson Investment Advisors first reported a position in AAPL in Q4 2021 and has held it in 13 quarters since. 5,662 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • RE Dickinson Investment Advisors held 28,174 shares of Apple worth $7.06M as of Q4 2024.
  • RE Dickinson Investment Advisors sold 379 Apple shares in Q4 2024, an estimated $89.3K.
  • Apple made up 3.98% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #9 holding.
  • RE Dickinson Investment Advisors first reported a position in Apple in Q4 2021 and has held it in 13 quarters since.
  • 5,662 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.