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Safeguard Financial’s Apple AAPL Stock Holding History

Safeguard Financial’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
2025
Q1 		$3.34M Sell
15,038
-248
-2% -$57.5K 0.73% 16
2024
Q4 		$3.83M Buy
15,286
+552
+4% +$130K 0.83% 14
2024
Q3 		$3.43M Buy
14,734
+2,223
+18% +$496K 0.81% 14
2024
Q2 		$2.64M Buy
12,511
+1,856
+17% +$346K 0.73% 15
2024
Q1 		$1.83M Sell
10,655
-1,032
-9% -$188K 0.6% 19
2023
Q4 		$2.25M Sell
11,687
-488
-4% -$90.1K 0.85% 15
2023
Q3 		$2.08M Buy
12,175
+799
+7% +$147K 1.01% 13
2023
Q2 		$2.21M Sell
11,376
-263
-2% -$45.8K 1.06% 13
2023
Q1 		$1.92M Buy
11,639
+6,689
+135% +$987K 1.17% 14
2022
Q4 		$643K Sell
4,950
-631
-11% -$90.2K 0.46% 37
2022
Q3 		$771K Buy
5,581
+2,169
+64% +$340K 0.71% 25
2022
Q2 		$466K Sell
3,412
-287
-8% -$43.5K 0.56% 28
2022
Q1 		$646K Buy
+3,699
New +$622K 0.97% 24

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Safeguard Financial's AAPL Position: Q1 2025 in Review

Safeguard Financial reduced its Apple (AAPL) stake by 1.6% in Q1 2025, selling an estimated $57.5K and leaving 15,038 shares worth $3.34M. The position accounts for 0.73% of the portfolio, ranked #16.

Safeguard Financial first reported a position in AAPL in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.83M in Q4 2024. 5,591 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Safeguard Financial held 15,038 shares of Apple worth $3.34M as of Q1 2025.
  • Safeguard Financial sold 248 Apple shares in Q1 2025, an estimated $57.5K.
  • Apple made up 0.73% of Safeguard Financial's portfolio in Q1 2025, its #16 holding.
  • Safeguard Financial first reported a position in Apple in Q1 2022 and has held it in 13 quarters since.
  • Safeguard Financial's Apple position peaked at $3.83M in Q4 2024.
  • 5,591 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.