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Sanctuary Wealth Management’s Apple AAPL Stock Holding History

Sanctuary Wealth Management’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 		$1.29M Hold
5,166
– – 0.86% 21
2024
Q3 		$1.2M Hold
5,166
– – 0.86% 23
2024
Q2 		$1.09M Buy
5,166
+664
+15% +$124K 0.82% 23
2024
Q1 		$772K Sell
4,502
-145
-3% -$26.4K 0.63% 24
2023
Q4 		$895K Sell
4,647
-1,907
-29% -$352K 0.87% 19
2023
Q3 		$1.12M Sell
6,554
-228
-3% -$41.8K 1.22% 16
2023
Q2 		$1.32M Buy
+6,782
New +$1.18M 1.39% 15
2022
Q4 		$928K Buy
7,144
+74
+1% +$10.6K 1.08% 13
2022
Q3 		$977K Sell
7,070
-5,301
-43% -$832K 1.27% 14
2022
Q2 		$1.69M Sell
12,371
-231
-2% -$35K 2.07% 11
2022
Q1 		$2.2M Buy
12,602
+500
+4% +$84.1K 2.42% 11
2021
Q4 		$2.15M Buy
12,102
+394
+3% +$62.3K 2.29% 12
2021
Q3 		$1.66M Sell
11,708
-29
-0.2% -$4.27K 1.84% 13
2021
Q2 		$1.61M Buy
11,737
+250
+2% +$32.4K 1.93% 17
2021
Q1 		$1.4M Buy
11,487
+239
+2% +$30.7K 1.8% 13
2020
Q4 		$1.49M Sell
11,248
-536
-5% -$64.5K 1.81% 17
2020
Q3 		$1.36M Buy
11,784
+208
+2% +$22.7K 1.33% 11
2020
Q2 		$1.06M Buy
11,576
+1,344
+13% +$104K 1.11% 9
2020
Q1 		$650K Buy
10,232
+828
+9% +$60.9K 0.86% 9
2019
Q4 		$690K Sell
9,404
-204
-2% -$13.1K 0.77% 9
2019
Q3 		$538K Sell
9,608
-392
-4% -$20.5K 0.54% 9
2019
Q2 		$495K Buy
10,000
+520
+5% +$25.3K 0.46% 16
2019
Q1 		$374K Hold
9,480
– – 0.39% 13
2018
Q4 		$374K Buy
9,480
+2,184
+30% +$106K 0.39% 13
2018
Q3 		$412K Buy
7,296
+20
+0.3% +$1.04K 0.36% 13
2018
Q2 		$337K Hold
7,276
– – 0.29% 14
2018
Q1 		$305K Hold
7,276
– – 0.26% 13
2017
Q4 		$308K Buy
+7,276
New +$304K 0.28% 13

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

Sanctuary Wealth Management's AAPL Position: Q4 2024 in Review

Sanctuary Wealth Management held its Apple (AAPL) position steady in Q4 2024 at 5,166 shares worth $1.29M. The position accounts for 0.86% of the portfolio, ranked #21.

Sanctuary Wealth Management first reported a position in AAPL in Q4 2017 and has held it in 28 quarters since. The position peaked at $2.2M in Q1 2022. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Sanctuary Wealth Management held 5,166 shares of Apple worth $1.29M as of Q4 2024.
  • Sanctuary Wealth Management left its Apple share count unchanged in Q4 2024.
  • Apple made up 0.86% of Sanctuary Wealth Management's portfolio in Q4 2024, its #21 holding.
  • Sanctuary Wealth Management first reported a position in Apple in Q4 2017 and has held it in 28 quarters since.
  • Sanctuary Wealth Management's Apple position peaked at $2.2M in Q1 2022.
  • 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.