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Roger Wittlin Investment Advisory’s Apple AAPL Stock Holding History

Roger Wittlin Investment Advisory’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 		– Sell
-1,618
Closed -$377K – 44
2024
Q3 		$377K Hold
1,618
– – 0.22% 36
2024
Q2 		$341K Hold
1,618
– – 0.22% 34
2024
Q1 		$277K Buy
+1,618
New +$294K 0.19% 37

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Roger Wittlin Investment Advisory's AAPL Position: Q4 2024 in Review

Roger Wittlin Investment Advisory sold out of Apple (AAPL) in Q4 2024, closing a stake of 1,618 shares — an estimated $377K sold.

Roger Wittlin Investment Advisory first reported a position in AAPL in Q1 2024 and held it in 3 quarters. The position peaked at $377K in Q3 2024. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Roger Wittlin Investment Advisory reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 1,618 Apple shares in Q4 2024, an estimated $377K.
  • Roger Wittlin Investment Advisory first reported a position in Apple in Q1 2024 and held it in 3 quarters.
  • Roger Wittlin Investment Advisory's Apple position peaked at $377K in Q3 2024.
  • 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Roger Wittlin Investment Advisory's 13F filing for Q4 2024, filed 12 Feb 2025.