SW
AAPL icon

Signify Wealth’s Apple AAPL Stock Holding History

Signify Wealth’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 		$4.97M Sell
19,849
-126
-0.6% -$29.7K 5.61% 7
2024
Q3 		$4.65M Sell
19,975
-3,345
-14% -$747K 5.7% 6
2024
Q2 		$4.91M Buy
23,320
+167
+0.7% +$31.1K 7.07% 6
2024
Q1 		$3.97M Sell
23,153
-1,660
-7% -$302K 6.58% 7
2023
Q4 		$4.78M Sell
24,813
-1,311
-5% -$242K 7.2% 4
2023
Q3 		$4.47M Sell
26,124
-364
-1% -$66.8K 6.02% 5
2023
Q2 		$5.14M Buy
26,488
+4,028
+18% +$702K 4.43% 7
2023
Q1 		$3.7M Sell
22,460
-266
-1% -$39.2K 3.27% 12
2022
Q4 		$2.95M Sell
22,726
-605
-3% -$86.5K 2.58% 10
2022
Q3 		$3.22M Buy
23,331
+7,047
+43% +$1.11M 3.43% 11
2022
Q2 		$2.23M Buy
16,284
+8,881
+120% +$1.34M 3.09% 7
2022
Q1 		$1.29M Sell
7,403
-5
-0.1% -$841 0.87% 14
2021
Q4 		$1.31M Hold
7,408
– – 0.82% 13
2021
Q3 		$1.05M Sell
7,408
-394
-5% -$58K 0.83% 11
2021
Q2 		$1.07M Sell
7,802
-7
-0.1% -$907 0.82% 11
2021
Q1 		$954K Buy
7,809
+210
+3% +$27K 0.71% 11
2020
Q4 		$1.01M Buy
+7,599
New +$914K 0.8% 11

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

Signify Wealth's AAPL Position: Q4 2024 in Review

Signify Wealth reduced its Apple (AAPL) stake by 0.63% in Q4 2024, selling an estimated $29.7K and leaving 19,849 shares worth $4.97M. The position accounts for 5.61% of the portfolio, ranked #7.

Signify Wealth first reported a position in AAPL in Q4 2020 and has held it in 17 quarters since. The position peaked at $5.14M in Q2 2023. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Signify Wealth held 19,849 shares of Apple worth $4.97M as of Q4 2024.
  • Signify Wealth sold 126 Apple shares in Q4 2024, an estimated $29.7K.
  • Apple made up 5.61% of Signify Wealth's portfolio in Q4 2024, its #7 holding.
  • Signify Wealth first reported a position in Apple in Q4 2020 and has held it in 17 quarters since.
  • Signify Wealth's Apple position peaked at $5.14M in Q2 2023.
  • 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.