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Retirement Group’s Apple AAPL Stock Holding History

Retirement Group’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
Q1 		$3.94M Sell
22,984
-170
-0.7% -$30.9K 1.41% 18
2023
Q4 		$4.46M Sell
23,154
-256
-1% -$47.3K 1.8% 14
2023
Q3 		$4.01M Buy
23,410
+345
+1% +$63.3K 1.67% 14
2023
Q2 		$4.47M Buy
23,065
+124
+0.5% +$21.6K 1.86% 13
2023
Q1 		$3.78M Buy
22,941
+15,843
+223% +$2.34M 1.73% 13
2022
Q4 		$922K Buy
7,098
+3,774
+114% +$539K 0.45% 38
2022
Q3 		$459K Sell
3,324
-5,219
-61% -$819K 0.37% 43
2022
Q2 		$1.17M Buy
8,543
+388
+5% +$58.8K 0.48% 33
2022
Q1 		$1.42M Buy
8,155
+181
+2% +$30.4K 0.55% 28
2021
Q4 		$1.42M Buy
7,974
+1,533
+24% +$242K 0.62% 29
2021
Q3 		$911K Buy
6,441
+52
+0.8% +$7.66K 0.42% 47
2021
Q2 		$875K Sell
6,389
-19,763
-76% -$2.56M 0.42% 44
2021
Q1 		$3.19M Sell
26,152
-16,380
-39% -$2.1M 1.45% 17
2020
Q4 		$5.64M Buy
42,532
+17,153
+68% +$2.06M 2.59% 8
2020
Q3 		$2.94M Buy
25,379
+2,187
+9% +$239K 1.65% 16
2020
Q2 		$2.12M Buy
+23,192
New +$1.8M 1.31% 18
2019
Q4 		$1.82M Buy
+24,764
New +$1.59M 1.18% 22

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Retirement Group's AAPL Position: Q1 2024 in Review

Retirement Group reduced its Apple (AAPL) stake by 0.73% in Q1 2024, selling an estimated $30.9K and leaving 22,984 shares worth $3.94M. The position accounts for 1.41% of the portfolio, ranked #18.

Retirement Group first reported a position in AAPL in Q4 2019 and has held it in 17 quarters since. The position peaked at $5.64M in Q4 2020. 5,011 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • Retirement Group held 22,984 shares of Apple worth $3.94M as of Q1 2024.
  • Retirement Group sold 170 Apple shares in Q1 2024, an estimated $30.9K.
  • Apple made up 1.41% of Retirement Group's portfolio in Q1 2024, its #18 holding.
  • Retirement Group first reported a position in Apple in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Apple position peaked at $5.64M in Q4 2020.
  • 5,011 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.