Sensible Financial Planning & Management’s Apple AAPL Stock Holding History

Sensible Financial Planning & 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	–	Sell	-6,770	Closed	-$1.58M	–	30
2024 Q3	$1.58M	Buy	+6,770	New	+$1.51M	0.31%	27
2022 Q4	–	Sell	-6,295	Closed	-$870K	–	33
2022 Q3	$870K	Buy	6,295 +176	+3%	+$27.6K	0.22%	28
2022 Q2	$837K	Buy	+6,119	New	+$927K	0.21%	32
2022 Q1	–	Sell	-3,731	Closed	-$663K	–	44
2021 Q4	$663K	Sell	3,731 -2,206	-37%	-$349K	0.19%	32
2021 Q3	$840K	Hold	5,937	–	–	0.27%	31
2021 Q2	$813K	Buy	5,937 +465	+8%	+$60.3K	0.27%	32
2021 Q1	$668K	Sell	5,472 -18,924	-78%	-$2.43M	0.25%	31
2020 Q4	$3.24M	Buy	24,396 +18,924	+346%	+$2.28M	1.21%	19
2020 Q3	$634K	Buy	+5,472	New	+$597K	0.26%	28
2020 Q1	–	Sell	-3,124	Closed	-$229K	–	35
2019 Q4	$229K	Buy	+3,124	New	+$201K	0.1%	37
2016 Q4	–	Sell	-320	Closed	-$9K	–	27
2016 Q3	$9K	Hold	320	–	–	0.01%	61
2016 Q2	$8K	Hold	320	–	–	0.01%	70
2016 Q1	$9K	Hold	320	–	–	0.01%	63
2015 Q4	$8K	Sell	320 -580	-64%	-$16.6K	0.01%	68
2015 Q3	$25K	Buy	+900	New	+$26.4K	0.02%	50

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sensible Financial Planning & Management's AAPL Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of Apple (AAPL) in Q4 2024, closing a stake of 6,770 shares — an estimated $1.58M sold.

Sensible Financial Planning & Management first reported a position in AAPL in Q3 2015 and held it in 15 quarters. The position peaked at $3.24M in Q4 2020. 5,654 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Sensible Financial Planning & Management reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
Sensible Financial Planning & Management sold 6,770 Apple shares in Q4 2024, an estimated $1.58M.
Sensible Financial Planning & Management first reported a position in Apple in Q3 2015 and held it in 15 quarters.
Sensible Financial Planning & Management's Apple position peaked at $3.24M in Q4 2020.
5,654 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.