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Simplify Asset Management’s Apple AAPL Stock Holding History

Simplify Asset 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
-997
Closed -$232K – 93
2024
Q3 		$232K Hold
997
– – 0.01% 97
2024
Q2 		$210K Buy
+997
New +$186K 0.01% 108
2023
Q2 		– Sell
-1,404
Closed -$232K – 115
2023
Q1 		$232K Sell
1,404
-155
-10% -$22.9K 0.03% 107
2022
Q4 		$203K Sell
1,559
-978
-39% -$140K 0.03% 73
2022
Q3 		$351K Buy
2,537
+74
+3% +$11.6K 0.04% 61
2022
Q2 		$337K Sell
2,463
-3,606
-59% -$546K 0.01% 54
2022
Q1 		$1.06M Buy
6,069
+117
+2% +$19.7K 0.03% 35
2021
Q4 		$1.06M Buy
5,952
+2,773
+87% +$438K 0.05% 19
2021
Q3 		$450K Buy
+3,179
New +$468K 0.03% 21

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

Simplify Asset Management's AAPL Position: Q4 2024 in Review

Simplify Asset Management sold out of Apple (AAPL) in Q4 2024, closing a stake of 997 shares — an estimated $232K sold.

Simplify Asset Management first reported a position in AAPL in Q3 2021 and held it in 9 quarters. The position peaked at $1.06M in Q1 2022. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Simplify Asset Management reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
  • Simplify Asset Management sold 997 Apple shares in Q4 2024, an estimated $232K.
  • Simplify Asset Management first reported a position in Apple in Q3 2021 and held it in 9 quarters.
  • Simplify Asset Management's Apple position peaked at $1.06M in Q1 2022.
  • 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Simplify Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.